Entrust Wealth Management was established in 2002 and acquired by ASX listed company (ASX:EZL) in 2015. With a focus on helping Western Australians succeed in both business and life, Entrust values the personal insights and relationships with their clients. Their diverse client base includes professionals, business owners, self-managed superannuation funds, and multi-generational families, as well as partnerships with not-for-profit, charitable, and education sectors.
Entrust’s approach involves developing tailored strategies that align with their clients’ visions and values, aiming to protect and grow their assets for long-term financial security. The team at Entrust consists of over 20 experienced professionals, many of whom have been with the company since its inception. The business prides itself on transparent and efficient structures to meet the evolving needs of their clients, offering a range of services including wealth advising, risk management, compliance, and investment expertise.
With a commitment to building lasting relationships, Entrust Wealth Management positions itself as a trusted partner for clients seeking guidance through various financial challenges and opportunities. Their team of dedicated advisors and administrators work collaboratively to support clients in achieving their financial goals, emphasizing the importance of understanding what matters most to each individual or organization they serve.