Am I protected?
Are my assets protected and will they go to the people I want when I pass on?
What happens if I become sick while travelling overseas?
What happens if I’m no longer able to make decisions for myself?

These are rather sombre questions to think about at Christmas time, but are very important considerations when you start your resolutions for the New Year. As life is full of many, often unforeseen events, if you aren’t actively addressing all of these questions, you and your family may not be fully taken care of.

For more than 125 years as an Authorised Trustee company, we’ve seen numerous cases where people want to protect and preserve their assets, and have taken some positive measures to do so, but they haven’t covered everything. And, as is often the case, these gaps became most obvious when people most need the protection – when they were sick, unable to make decisions for themselves and/or having their assets challenged.

These gaps may have resulted from a number of reasons - a lack of information, the use of multiple providers who don’t have a full view of a person’s needs, or to try to save money.

Am I up-to-date?
Ironically, if you don’t have an up to date will or an enduring power of attorney, resulting court costs and process become significant – eroding your assets or estate, delaying important medical and property decisions and placing a heavy burden on your loved ones.

We see many people, who have set up a will to preserve their estate when they die and protect their loved ones, but haven’t established enduring powers of attorney to benefit themselves while they’re alive.

Enduring powers of attorney allow you to nominate a trusted party to act for you in the case that you become incapacitated due to illness or are indisposed and unable to act.

Protection with Perpetual
After seeing so many of these situations, we thought about the best way to ensure that our clients and their assets were fully protected throughout their life and preserved thereafter.

We’re happy to announce our new asset protection solutions which ensure that you have the full array of services tailored to your unique needs and circumstances and designed to provide peace of mind in knowing you have no gaps in your asset protection and preservation.

The solution starts with a meeting with your dedicated Trust Consultant to discuss your needs, circumstances and goals from which they will produce and present a formal, comprehensive recommendation, your Perpetual Safeguard Plan.

Each plan will include all services required to meet your needs and to ensure your protection. Importantly, our team of asset protection specialists will complete all actions and documents needed to fully and professionally execute your plan.