YOUR FAMILY
becomes our family
LET US MANAGE YOUR WEALTH
By choosing Equity Trust to manage your wealth, you get far more than just percentage-based returns - you get personal services and investment advice based on your unique needs.
WE STAND FOR
Ethical Management
The Equity Trust Group was established in 1998 and have thrived thanks to our ethical management philosophy and we strongly believe we will continue to do so as we pride ourselves on the professional, ethical, transparent way that we deal with our clients and business partners.
The Personal Approach
We follow a personal approach to financial planning and offer continued support and trusted advice, and are committed to providing you with the highest level of service every step of the way. We leave nothing to chance and make decisions based on calculated risks, stated facts, experience, proven ability and always with your best interests driving our actions.
Collective Experience
Our financial advisers and directors are highly skilled and have over a century of collective experience between them.
We aim to remain relevant and to adapt to the ever changing financial & investment environment we deal with on a daily basis.
Longevity in the Marketplace
We are proud to manage more than R10 billion on behalf of our clients as it serves as a testimony of our commitment towards attention to detail, care and trust.
OUR STORY
Equity Trust is an independent financial advisory firm that focuses on delivering professional and bespoke financial solutions to our clients – individual and corporate. Our ethical standards and philosophy together with our financial advisors’ knowledge and experience are the drivers towards meeting our clients’ goals and objectives. 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.
