Navigating financial change for Western Australians since 2002

Chris Webster
Managing Director

Andrew Fry
Senior Investment Adviser/Director

Brad Gordon
Senior Investment Adviser / Director

Rowan Jones
Senior Investment Adviser / Director

Phil George
Senior Investment Adviser / Director

Duncan MacKintosh, CFA
Senior Investment Adviser / Director

Not-for-Profit
Overview

Fundamentally Speaking
with Rowan Jones

ABC Morning Radio
with Phil George

Not-for-Profit
Fundraising in Tough times

Entrust was established in 2002; some 18 years ago. In 2015 Entrust was acquired by the ASX listed Euroz Limited; a twenty year old diversified financial services company based in Perth.

Over the years, Entrust has grown and evolved as an organisation. Today, as part of Euroz, we now employ some 25 fellow Western Australians and manage in excess of $1 billion dollars for our Western Australian clients.

We have a genuine ambition to see Western Australians succeed in business and in life, no matter what stage of life this may be. It is not all about the finances as we find that the “what matters most” insights from our clients are integral in the formation of a relationship and where our role is positioned.

Our clients comprise of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. Entrust also has strong relationships with the not-for-profit, charitable and education sectors who utilise our expertise to help with their organisation’s growth and endeavours.

The consistent theme with our clients is that they seek a relationship with an experienced and professional partner that they can rely on over the long term to navigate challenges and opportunities as they present.  

Entrust provides this support by developing the right strategies and framework, that identify with the clients vision of the future and inherent values, and that maintain and protect their existing hard-earned assets and savings – knowing full well that these are the basis for optionality and lifestyle going forward.

We hope you find our website informative and if you have any questions or queries please do not hesitate to contact us.