Your personal financial adviser’s role is to help you identify what goals you want to achieve in the near and long term and then devise a strategy and plan to help you achieve them. This is the beginning of a longer term relationship to help ensure you remain on track to achieving them.
For trust planning, establishment and administration, our trust consultants are specialists - helping you to determine if a trust is the best option for you and if so, how to structure it to benefit you. They are also experts in wills and estate planning, helping you to preserve what you have by working through with you all the details and requirements for your estate to ensure your wishes are carried out as you instructed. They manage the legal requirements to complete the will.
Currently this list is unavailable. Please call 0800 Perpetual for regional team members
Feel free to call into one of our branches, or call to make an appointment with an adviser. If you are unsure who to speak to, just email us and we will arrange for an adviser to contact you.