Working in partnership

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At AET, we are always willing to work in partnership with you to give your clients specialist advice on estate and trustee services.

We don’t take over the client relationship or investment management activities; we simply work with you to provide specialist services that best suit your client.

And, unlike other professional trustee organisations, our offering can be unbundled to suit a client’s individual requirements. In other words, you only select the services your client needs, and, as their circumstances change, so too can the services we provide.

Wherever you are in Australia, you can access our specialist estate planning services accessible via AET National.

Read 'What happens when a client dies? Your role as financial adviser, our role as professional trustee', for information on how we can work with you.

Providing estate and trustee services for more than 130 years.