Navigating financial change for Western Australians since 2002

Not-for-profit organisations

Fundraising
Tips for Fundraising in Tough times

Not-for-Profit
Overview

Governance
Frontier Advisors

We understand the unique challenges faced by the Not-for-Profit sector and are a committed and trusted partner in the Western Australian market.

Entrust has partnered with the Not-for-Profit sector for well over a decade and are experienced in designing investment policy and governance to support the boards vision.

We understand that each Not-for-Profit organisation is unique. The custodians overseeing the interests of clients in need all face the challenge of an increasingly complex operating environment.

As a committed advisory partner for Not-for-Profit organisations in Western Australia we understand these challenges. The trustees of Not-for-Profit organisations often bring a wide variety of skills and expertise to the boardroom table. However, in order to execute on the organisation’s strategic intent, they are increasingly charged with identifying and engaging specialised and experienced partners.

The Entrust team benefit from engaging with a deep pool of experienced investment professionals combining their knowledge through a centralised investment committee. The committee is led by Chairperson Phil Rees and backed by strong analytical support. The Investment Committee also benefits from its partnership with Frontier Advisors, bringing to our organisation institutional grade capital markets research and insights, proprietary tools for portfolio analytics and dynamic asset allocation views.

Frontier Advisors currently advise on more than $375 billion as at the 31st of March 2020.

Our clients include schools, religious organisations, charitable bodies and sporting associations; typically with between $1 million and $100 million of investable assets. They place great value on our local presence and service commitment. Whilst we seek to maximise returns we have a strong emphasis on managing downside risk. This together with our assistance in investment governance and oversight, seeks to reduce the professional, personal and compliance risk to the trustees.

Strategic Financial Advice

A considered, smart and completely integrated approach to your financial affairs including wealth protection, insurance, SMSFs and estate planning.

Portfolio Management

Shares, securities, managed funds, property, term deposits.
We’ll make sense of it all for you and we’ll help you work out what’s right for you.

Portfolio Administration

Take control of your portfolio.
We’ll show you how to streamline the reporting, administration and banking aspects of your investments.