Entrust Wealth Management

Entrust was established in 2002 and is based in Perth, Western Australia. Entrust meets the needs of clients who value a relationship with a knowledgeable adviser acting in their best interest. Your Entrust private wealth manager operates as your financial focal point, embodying a personal portfolio manager and strategic financial counsel drawing on the skills of a specialist team. This team-based approach means Entrust is able to deliver comprehensive solutions that are tailored to help clients reach their unique financial goals.

Entrust core services include:

Portfolio management

Sophisticated wealth management should not be limited to any single market or asset class. Entrust build bespoke portfolios for clients around investment profiles that account for their objectives and tolerance to risk. We take time to gain an understanding of their individual goals and then construct a portfolio that can provide diversity across a number of asset classes.

Strategic financial planning advice

Our strategic advice provides a structured blueprint which considers the ownership and structuring of assets to take advantage of clients’ unique circumstances while making effective use of cash flow to build long term wealth. In forming a plan, strategic consideration is given to aspects such as:

  • Directing free cashflow to build assets in a tax effective manner or to minimise debt.
  • Management of retirement payments to meet lifestyle and legislative requirements.
  • Effective distribution strategies for your trusts, companies and superannuation.

Portfolio administration

Entrust offers clients a portfolio service delivering streamlined reporting and administration. The Entrust Premium Management Service provides clients with control and oversight of their portfolio while reducing the administration burden that comes with investing. Some of the key aspects of this service include:

  • Entrust acting as the portfolios central mail house, wherby receiving all correspondence from fund managers and/or share registries.
  • Client online site where clients can view the portfolio, actions undertaken and various reports including tax reporting.

 

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