We have a long history of partnering with financial advisors, accountants and bankers. As a trusted partner, we work alongside you every step of the way. Preserving, growing and passing on wealth is a big responsibility, and brings with it numerous challenges and risks – many of which are not commonly known.

We’ll equip you with the tools you need to raise important conversations and stay on top of your client’s financial well-being, including being cognisant of changes in their circumstances and how these may affect their financial affairs.

Your trusted partner in delivering the best client service

Preserving, growing and passing on wealth is a big responsibility, and brings with it numerous challenges and risks – many of which are not commonly known.

At Equity Trustees, we have a long history of partnering with financial professionals to deliver the best outcomes for clients, drawing on our extensive resources and expertise to add value and ensure their hard-earned wealth is properly protected and managed.

Broaden and deepen your client relationships with us

As your trusted partner, we work alongside you every step of the way. We see our role as supporting the relationship you already have with your client, allowing you to be an effective and proactive advisor across all facets of your client’s wealth landscape.

We’ll equip you with the tools you need to raise important conversations and stay on top of your client’s financial well-being, including being cognisant of changes in their circumstances and how these may affect their financial affairs. We also open up opportunities to meet the wider family, for example around the intergenerational transfer of wealth.

Keeping your Clients' affairs in order

As experts in estate planning, we make sure your clients have all the basics in place to future-proof and get more out of their wealth. Wills are a classic example: while most people will be aware of its implications around distribution of assets, there are many more components that can either be optimised – such as tax efficiencies – or that need to be reviewed and updated – such as executor and Power of Attorney nominees – to avoid major problems down the track. We help your clients be aware of what’s important and what issues to avoid – and we’ll step in and help them through if they arise.

Virtual Estate Planning assistant

Use our online tool to help your clients get their estate plan with Equity Trustees started today. Developed on a foundation of 130 years of experience helping people protect and grow their wealth.