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Welcome to Equity Trust Group

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We Set Realistic Goals and Get Optimum Returns

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We Provide Comprehensive Financial Planning

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We’ll Simplify Your
Insurance Cover

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Investment Management

Investments – including local, offshore and cash, retirement annuities and fund management.

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Financial Services

Financial and estate planning, retirement and savings plans, employee benefits and life insurance.

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Short-Term Insurance

Business and personal insurance.

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The Equity Trust Group

By choosing Equity Trust to manage your wealth, you get far more than just percentage-based returns – you get personal service and investment advice based on your unique needs.

Equity Trust is an independent financial advisory firm that focuses on delivering professional and bespoke financial solutions to our clients – individual and corporate. Our ethical standards and philosophy together with our financial advisors’ knowledge and experience are the drivers towards meeting our clients’ goals and objectives. Equity Trust’s holistic approach to financial planning means that we leave no stone unturned when it comes to growing your future wealth and managing your risk.

Equity Trust Financial Services (Pty) Ltd & Equity Trust Asset Management (Pty) Ltd are authorised financial services providers under FAIS legislation and is as such registered with the Financial Sector Conduct Authority FSP 12438 & FSP 668.  

Equity Trust Asset Management (Pty) Ltd functions as an independent discretionary fund manager managing investor's funds according to risk profiled mandates.

What we stand for

Ethical Management Philosophy

The Equity Trust Group was established in 1998 and will continue to do well into the future, thanks to our ethical management philosophy. We pride ourselves on the professional, ethical, transparent way that we deal with our clients and business partners.

Highly Experienced Financial Advisors

Our financial advisors and directors are highly skilled and have over a century of collective experience between them. We aim to remail relevant and to adapt to the ever changing financial & investment environment we deal with on a daily basis.

Our Approach To Financial Planning

We follow a personal approach to financial planning and offer continued support and trusted advice, and are committed to providing you with the highest level of service every step of the way. We leave nothing to chance and make decisions based on calculated risks and empirical facts, always with your best interests driving our actions.

Longevity In The Marketplace

We are proud to manage more than R5 billion on behalf of our clients as it serves as a testimony of our commitment towards attention to detail, care and trust.

Need advice? Get in touch with one of our financial advisors today.