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Welcome to Equity Trust Group

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We Set Realistic Goals and Get Optimum Returns

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We Provide Comprehensive Financial Planning

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We’ll Simplify Your
Insurance Cover

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Asset management

Investments – including onshore, offshore and cash, retirement annuities and fund management.

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Financial services

Financial and estate planning, retirement and savings plans, employee benefits and life insurance.

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Short-term insurance

Business and personal insurance.

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Why choose the Equity Trust Group?

By choosing Equity Trust to manage your wealth, you get far more than just percentage-based returns – you get personal service and investment advice based on your unique needs.

Equity Trust’s holistic approach to financial planning means that we leave no stone unturned when it comes to growing your future wealth and managing your risk. From safely managing your investments, retirement annuities and offshore investments, to choosing the right home and car insurance products on your behalf, we assess the risks and benefits for you and provide support and guidance every step of the way.

Equity Trust Financial Services (Pty) Ltd & Equity Trust Asset Management (Pty) Ltd are authorised financial services providers under FAIS legislation and is as such registered with the Financial Services Board FSP 12438 & FSP 668. 

Equity Trust Asset Management (Pty) Ltd functions as an independent discretionary fund manager managing investor's funds according to risk profiled mandates.

Ethical Management Philosophy

The Equity Trust Group has existed for over 22 years and will continue to do so well into the future, thanks to our ethical management philosophy.

Highly Experienced Financial Advisors

Our financial advisors and directors are highly skilled and have over a century of collective experience between them.

Calculated risks and empirical facts

We leave nothing to chance and make decisions based on calculated risks and empirical facts, always with your best interests driving our actions.

longevity in the marketplace

We currently manage investments for clients of more than R3 billion which means that we’re here to stay and have longevity in the marketplace.

proven track record

We have a proven track record of investment success.

high insurance claim success rate

We have an extremely high insurance claim success rate, meaning your personal or business insurance claims are processed successfully on your behalf.

wide range of products and services

We offer you a wide range of products and services, tailor-made to suit your needs.

Unique approach to financial planning

Our approach to financial planning is unique, comprehensively assessing your risk profile to ensure optimum returns.

continued support and trusted advice

We offer you continued support and trusted advice, and are committed to providing you with the highest level of service every step of the way.

professional, ethical, transparent and objective

We are professional, ethical, transparent and objective in all our dealings with our clients as well as our business partners.

Need advice? Get in touch with one of our financial advisors today.