Investment Services
Professional trust and foundation management services designed to protect and grow your wealth across generations. We provide comprehensive fund administration with unwavering commitment to excellence.
Comprehensive trust and foundation management solutions tailored to meet your unique financial objectives and legacy planning needs.
Expert administration of trust structures with meticulous attention to fiduciary responsibilities, compliance requirements, and beneficiary interests.
Learn More →Comprehensive fund management services including accounting, reporting, regulatory compliance, and operational oversight for optimal performance.
Learn More →Strategic investment planning and portfolio management designed to preserve capital while generating sustainable long-term growth.
Learn More →With decades of combined experience in trust and foundation management, we deliver personalized solutions that align with your financial goals and values.
Years Experience
Million AUD Managed
Active Clients
% Client Satisfaction
A trusted partner in wealth management and fiduciary services, dedicated to preserving and growing your financial legacy through professional expertise and unwavering integrity.
To provide exceptional trust and foundation management services that protect, preserve, and enhance our clients' wealth while maintaining the highest standards of fiduciary responsibility and professional excellence.
To be Australia's premier trust management firm, recognized for our innovative solutions, personalized service, and commitment to helping families and organizations achieve their long-term financial objectives.
Maintaining the highest professional standards in all aspects of our service delivery.
Acting in the best interests of our clients with complete transparency and integrity.
Tailoring our services to meet the unique needs and objectives of each client.
Ready to discuss your trust and investment needs? Contact us today for a confidential consultation.
Elizabeth Miller
156 Stewart Street
Bathurst, New South Wales 2795
Australia
+61 2 6078 2642
elizabethmiller@thetrusts.pro