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 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.