Sandhurst Trustees is part of Bendigo Wealth, Bendigo and Adelaide Banks wealth division and is a highly regarded financial services provider, offering a wide range of products and services including:
- investments and funds management;
- commercial loans;
- access to funeral bonds;
- the management of estates and trusts, and
- the provision of corporate trustee and custodial services.
Established in 1888, Sandhurst Trustees has become a modern, full service wealth manager renowned for its customer service excellence and integrity.
On 12th December 1887, a group of distinguished businessmen gathered together in the city of Sandhurst, Victoria for the purpose of forming a trustee company. Based on a vision by astute mining manager and accountant John Neeson, these interested shareholders elected a seven person board and chairperson for a new trustee, executors and agency company they named Sandhurst Trustees.
Committed to assisting the people and development of Sandhurst and its surrounding agricultural districts, Sandhurst Trustees provided sound financial and agency services, specifically as a trustee, executor and administrator of wills and estates.
Under the motto ‘Mindful, Faithful and Lasting’ Sandhurst Trustees established a strong reputation for honesty, integrity and trustworthiness. Prodigious wealth was obtained through deep-lead gold mining and the company grew rapidly, taking up residency in historic View Street, where it continues to reside today.
In 1992 Sandhurst Trustees merged with the city’s other financial colossus, the Bendigo Building Society, which became Bendigo Bank in 1995 and subsequently became the Bendigo and Adelaide Bank.
The merger saw Sandhurst Trustees become a wholly-owned subsidiary of Bendigo Bank (now the Bendigo and Adelaide Bank) and heralded an era of unprecedented growth Sandhurst currently has $2.5 billion* funds under management.
* As at 28 February 2011
Being part of Bendigo and Adelaide Bank is philosophically sound, bringing together two companies who shared a similar customer and community focus and ethos. Sandhurst Trustees has always believed in supporting the communities from which it draws its success, and continues to contribute to community life through sponsorships and bequests. As the trustee of Bendigo and Adelaide Bank’s charitable arm, the Community Enterprise Foundation™, Sandhurst Trustees is involved in a wide range of community initiatives. The Community Enterprise Foundation™ aims to build stronger Australian communities through attracting tax-effective donations to fund programs for families, youth, health, education, the environment, the arts and more.
Community Enterprise Foundation™ Community Heroes Report 2011/2012.
Find out more about the Bendigo and Adelaide Bank Group’s community activities.
A modern trustee company
Since its humble beginnings, Sandhurst Trustees has expanded beyond its traditional trustee business to that of a reputable leader in the ever-expanding superannuation and funds management industry.
Through Bendigo Bank’s retail network, financial advisers and the internet, Sandhurst’s services are now even more accessible to customers.
Today Sandhurst Trustees has become a modern full-service wealth manager, without losing sight of its trustee legacy or its motto to be ‘Mindful, Faithful and Lasting’ to help our customers manage, protect and cultivate their wealth.