Phil George &Amp;Amp; Duncan Mackintosh &Amp;Bull; Mag

Testimonials

“We have worked with the team at Entrust for many years, and their understanding of our organisation and the broader automotive industry in WA has been invaluable. As a member-based organisation, it’s critical that our investment strategies align with the long-term interests of our members – and that’s exactly what they delivered.

Phil and his team did some great work with our Board and Executive to develop an Investment Policy Statement (IPS) that not only aligned our investment strategy with the achievement of our long-term organisational goals but was able to flex with us as we grew and invested in the services that we provide to our members.

We have greatly appreciated the experience and level of expertise that Entrust have brought to the table in relation to the proactive management of our investment portfolio and we have been extremely satisfied with returns.

We have found the management of all administrative aspects of our relationship including regular detailed reporting and analysis has been seamless and Phil has always made himself available to attend regular Board and Finance Committee meetings where required.

As an organisation we value this relationship highly and look forward to working with Phil and his team for many years to come.”

Rhona Varkevisser
Group Chief Finance & Operations Officer
Motor Trade Association of Western Australia & MTA WA Training

We have been working with our Entrust Wealth team – Phil George and Giuliano Vinci – for over 20 years, as they deliver strategic advice and management for our self-managed superannuation fund. Phil and Giules are supportive of our commitment to self-management and our ethical values. Their background work, innovative ideas and knowledge sharing meet our needs. Our quarterly review discussions are lively and informative. Mutual trust and open communication are key features of our working arrangement.

Entrust Wealth Management financial analyses, knowledge networks and SMSF management systems underpin the high quality of services provided by Phil and Giules.

Phil and Giules build our confidence in managing our SMSF, we appreciate their commitment to quality service, and the many laughs we have in exploring investment issues (including fishing and EVs).

Jo & Ted

Meaningful wealth outcomes are rarely achieved in isolation. They are the result of disciplined investment management, thoughtful planning and a team working collaboratively over time.

Our wealth management team advise high‑net‑worth individuals, family groups, for purpose institutions and associations. Our focus is on helping clients protect, grow and purposefully deploy their wealth — not only for today, but across generations.

Central to our approach is a genuine team‑based philosophy. By combining specialist expertise across investment management, strategic financial planning and portfolio administration, we provide clients with considered, bespoke advice that reflects both the complexity of their circumstances and their long‑term objectives. This structure is supported by a dedicated client service function, allowing us the time and continuity required to build deep, enduring client relationships.

We operate individually managed, multi‑asset class portfolios tailored to each client’s objectives and investment mandate. Our investment process incorporates strategic and dynamic asset allocation alongside active security selection, with a focus on balancing risk and return over market cycles. This capability is complemented by structured financial planning advice that provides the foundation for sound decision‑making and sustainable outcomes.