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.
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.
Our financial advisors and directors are highly skilled and have over a century of collective experience between them.
We leave nothing to chance and make decisions based on calculated risks and empirical facts, always with your best interests driving our actions.
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.
We have a proven track record of investment success.
We have an extremely high insurance claim success rate, meaning your personal or business insurance claims are processed successfully on your behalf.
We offer you a wide range of products and services, tailor-made to suit your needs.
Our approach to financial planning is unique, comprehensively assessing your risk profile to ensure optimum returns.
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.
We are professional, ethical, transparent and objective in all our dealings with our clients as well as our business partners.