Alfred James Competitors

Equity Trustees is Australia's leading specialist trustee company. It was established in 1888 by an Act of Victorian Parliament for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As well as providing traditional trustee services, Equity Trustees offers a comprehensive range of products and services for personal and corporate clients aimed at protecting, managing and growing wealth. We are a publicly listed company on the Australian Stock Exchange (EQT), and have offices across Australia.

Who is First Financial? We are relationship focused & pre-retirement specialists, who help clients retire ready for the life ahead. First Financial has a large team of specialists with a wealth of industry experience. With over 100 employees and $2+ Billion in FUM, we are one of the largest firms in Victoria, with access to a wide range of service Lines including: • Wealth Management • Home, investment and commercial loans • Self-Managed Superannuation Fund establishment, administration • Risk Management & Insurance advice • Estate Planning & Aged Care advice

Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle. Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.