Perpetual Trust is involved at many significant points in people’s lives. Whether it is making important investment decisions, writing a will, acting as corporate trustee or setting up a family trust, we have many years of experience with similar situations.
Specialist staff mean the right skills and experience are available to you.
After holding various roles with one of New Zealand’s largest banks,
Adam joined Perpetual Trust as a Financial Adviser in February 2008.
Adam is currently working towards a Diploma in Business Studies
endorsed in Personal Financial Planning from Massey University. This
will enable him to receive the highest accreditation in the financial
planning industry (Certified Financial PlannerCM). He is a member
of the financial planning industry professional body (the Institute of
Financial Advisers or IFA). Adam also maintains a continuing education
programme to ensure that he keeps up-to-date with the latest
developments in investment and financial markets.
In his current role, Adam’s desire is to help clients achieve their financial
goals by growing and protecting their capital and managing the risks to
cash flow. This is accomplised through appropriately structuring their
investment portfolio and financial affairs.
Away from work, Adam enjoys sport and spending time with his young
family.