Keeping on track

Investing and implementing a financial plan is an ongoing process. That’s why our Wealth Managers continue working for you, long after you make your first investment.

  • Your Wealth Manager will support and regularly review your portfolio.
  • You’ll be contacted if there are any new developments affecting your investments.
  • Tax and performance information will be sent to you at least once a year.
  • Dedicated Wealth Account Managers are available to help you at any stage on our toll-free telephone service.
  • Your Wealth Manager will hold an annual review with you to check your current situation and how the investment plan is tracking.
  • If your circumstances change at any stage, your Wealth Manager will be on hand to review your plans with you and make any necessary adjustments.
Equity Trust Wealth Managers' disclosure statements are available on request and free of charge from your Equity Trust Wealth Manager.

Disclaimer: The information contained in this Equity Trust website is for informational purposes only. Neither the Manager, the trustee of the Fund/Trust, Equity Trust Credit Union, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.