Entrust Wealth Management is a West Australian firm founded to meet the needs of those who value a relationship with a Financial Adviser acting in their best interest.
Entrust was founded in 2002 by a group of experienced and like-minded investment advisers who recognised the need for a more customer-centric approach to investing.
The business models used by larger financial institutions were falling short of meeting clients’ individual needs and circumstances and matching these with investment outcomes. The core component of the Entrust methodology, putting the client first, brought immediate success and growth – and remains the most important value shared by all of us at Entrust today.
Entrust was acquired by Euroz Hartleys Group Limited in July 2015 providing additional scale and financial backing allowing us to leverage off a larger parent whilst maintaining our boutique client experience.
Now, with over $1 billion of funds under management and a unique, disciplined approach to wealth management that has become more relevant than ever before, we are highly sought after for strategic wealth management advice in Western Australia.
Entrust core services include:
Entrust operates individually managed accounts with a focus on transparency and tailoring holdings to the needs and risk profile of each client. Your adviser acts as your personal portfolio manager allowing you to have direct access to your portfolio’s decision maker.
Strategic financial advice
Entrust provides strategic financial advice for the creation, protection and eventual transfer of wealth to the next generation. Your Entrust adviser acts as your strategic counsel to unlock the potential of your financial affairs. Their role focuses on understanding the things that matter to you, highlighting opportunities, warning you of potential risks and coordinating other trusted experts to meet your defined financial goals.
Entrust offers clients a portfolio service delivering streamlined reporting and administration. The Entrust Premium Management Service (EPMS) provides you with control and oversight of your portfolio while reducing the administration burden that comes with investing.