Health and Personal Injury
An experienced partner you can count on
Equity Trustees has a highly skilled and experienced Health and Personal Injury team to support people who have been awarded compensation for injuries. We pride ourselves on delivering a high standard of care for our clients – whatever our clients’ goals, we’re always there to help them get to where they want to be.
Currently we manage $4.2 billion for clients under a legal disability, and oversee more than $229 billion across corporate and private clients nationwide.
Empathy and collaboration the heart of our approach
We are firm in our belief that the strongest outcomes are achieved not in isolation, but in partnership. We work closely not only with our clients, but with the families and carers who know them best. Their insight informs our decisions, while our compass remains fixed firmly on the client’s best interests.
We recognise that no two journeys are alike, and that needs may change with time. That is why we check in, adapt, and respond with the commitment to go the extra mile where circumstances demand it. Above all, our service is guided by empathy and respect.
Client Relationship Managers: Treating our clients as individuals
As part of our personalised approach, we assign a dedicated Client Relationship Manager to each of our clients. Your Client Relationship Manager will be a familiar face who will work with you to create a tailored finance strategy, keep affairs in order and ensure you or your loved one is comfortable and well-cared for. Our Client Relationship Managers take the time to understand their client’s needs and settle into a rhythm and routine that works for them
What does a client relationship manager do?
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Assesses the client's needs and meets with their friends and family. |
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Monitors and pays all expenses and debts, including making remittances to bank accounts and lodging tax returns. |
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Records and reports accurate transactions to the relevant State trustee/tribunal. |
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Makes arrangements for the purchase of real estate and/or motor vehicles. |
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Organises health insurance and co-ordinates the client’s care with healthcare professionals. |
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Informs relevant authorities (e.g. Centrelink, the Department of Veterans’ Affairs and the Australian Taxation Office) of any changes in circumstances.
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Ensures the security of all important documents (e.g. Will and title documents). |
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