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Equity Trustees

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About this business

Equity Trustees is a specialist Trustee Company in Melbourne CBD, VIC. The services we offer include Trustee and Wealth Services, Will and Estate Planning, Powers of Attorney, Advanced Health Care Directives, Executor Services, Philanthropy, Charitable Trusts, Wealth Management and Investments, Corporate Trustee Services, and Superannuation trusteeship. Although we are located in Melbourne CBD, we service clients from areas such as North Melbourne, Carlton, Carlton North, Fitzroy, Collingwood, Abbotsford, East Melbourne, Ric... read more

Location details

Level 1, 575 Bourke St, Melbourne, VIC, 3000, Australia

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Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
4.48 reviews
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Katrina Lewin's profile image
Katrina Lewin 
3 weeks ago

ZERO Stars but app wont let me. This would have to be the worst company I've ever dealt with. Why my brother chose this company to take care of his estate I'll never understand. My family have been in the unfortunate position of trying to get his estate finalised for the last 8 years. That's right, 8 years! There doesn't seem to be any accountability what so ever and I feel there is no one actually in charge of our case at all. Appalling communication over the years, cost us dearly $$ in solicitor fees trying to push it alon... read more

Kerry john's profile image
Kerry john 
4 months ago

If I could leave zero stars I would. My elderly mother has been trying to get my Fathers funeral insurance paid out now for nearly three months. Having to pay out of her pocket for his funeral has left her financially destitute. These people have no compassion at all. They do not answer their phone 99 per cent of the time. Her Relationship manager is never available. Do not sign with this company. 

Vicki McManus's profile image
Vicki McManus 
a year ago

This is the most unprofessional organisation I have dealt with. They do not respond in a timely manner and actually don’t respond at all. They have no empathy, no compassion and clearly no skills in this area. I have only now read other reviews and know my parents would have been appalled that when Sandhurst Trustees was bought out by them this would be the result. Their incompetence is costing me significantly. They have delayed soooo many things such as car registrations transfer documents which has resulted in the 3 vehic... read more

Louise Bedford's profile image
Louise Bedford 
2 years ago

Appalled, Shocked and Disappointed. I’m appalled at the poor service, exorbitant fees and lack of advice from Equity Trustees. I almost have no words for a group that seems to take advantage of people while they are grieving and provides such a hideous lack of follow-up. They seem to WANT to create extra distress by delaying on providing paperwork, or any clear path about how to deal with my parent’s estate. The only time I have been able to get prompt service from them is when I have threatened to place a personal complaint... read more

Mark's profile image
2 years ago

DO NOT USE the people here have no compassion for what people are going through when their loved ones have passed. Please read the wills of the elderly as when they a written through various companies a loved one is nominated as executor they will also put equity trustees in as well and then they end up taking full control as they want to charge extra fees to have you make decisions with them. When challenging them about how long things are taking and some of the decisions the person named Mr L__ replied with the comment we... read more

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Frequently asked questions about Equity Trustees

How is Equity Trustees rated?

Equity Trustees has a 4.4 star rating with 8 reviews. 

When is Equity Trustees open?

Equity Trustees is closed now. It will open on Monday at 8:30 a.m.