Wealth Management
We provide financial advice for people who have received a compensation payment resulting from an accident or an injury.
At AET, we have a team of financial professionals dedicated to helping people who are seeking specialist financial advice. Our clients may have a need for financial advice after receiving a compensation payment due to an accident or an injury, from the sale of a business, via an inheritance or simply have funds to invest.
Our services include:
- Financial planning
- Cash flow and budgeting
- Investments
- Superannuation
- Insurance
- Access to financial management services through Trustee Services
How can a financial adviser help?
Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to define your goals and design an appropriate plan to meet your needs.
Resources
Contact us
To find out more about how we can work with you, contact Equity Trustees here.