We’ll help you set realistic goals and get optimum returns
Equity Trust helps align your short, medium or long-term investment goals and structures a unique financial plan best suited to achieving these goals. We actively manage and analyse your portfolio and adjust what’s needed in order to continue your quest for optimum returns.
Our financial planners and advisors are highly skilled and experienced to manage and grow your wealth, through effective risk profile analysis and strategies.
Asset management:
- Discretionary investments
- Living annuities (pension) after retirement
- Retirement annuities
- Preservation fund
- Offshore investments including rand-based asset swaps and foreign capital allowance investments
- Pension fund management
- Cash management
Why choose Equity Trust for your investment needs?
We are dedicated towards providing the highest level of service to our clients, and the widest range of products, as well as offering valuable advice and guidance every step of the way.
- We assess your unique objectives and provide access to a range of asset classes in order to choose the ideal investment structure best suited to your needs.
- We adhere to a stringent risk profile analysis and allocate assets diversely to suit your unique risk profile.
- We continually research and analyse asset classes, financial institutions, management teams, strategies and policies employed to ensure the right fit for you and the safety of your funds.
- We strive to achieve optimum balance between returns, risk, rand hedging, liquidity and cost.
- We have the flexibility to adjust structures without incurring unnecessary cost or administrative burdens.
- We strive to minimise tax exposure where applicable