Equity Trustees provides investment services to a range of private clients including business owners, families, and high net worth individuals.

Throughout our long history as a trustee company, we have worked closely with our private clients to understand their needs and help them achieve their financial goals.

Financial advice solutions

Financial advice can empower Australians to live their best life. Many of our financial advisors have served generations of the same family, and we are proud of the close relationships we build with our clients.

As Australia’s leading trustee company, with expertise across myriad financial services areas, we have a wealth of well-established teams and resources that we draw on to give you the best financial advice.

We tailor our financial advice to your individual circumstances, ensuring you can continue to enjoy your lifestyle while protecting your future.

Wealth creation and protection

A successful wealth management strategy creates wealth to build the value of your assets and protects wealth to safeguard the assets you already own.

Our specialist professionals consult with you to effectively manage factors such as tax, cashflow management, insurance and estate planning.