“As each client has their own unique situation and particular needs and requirements, I believe it is critical for them to be treated as individuals and understand that there is not a “one stop fit all” solution. Only through getting to know my clients personally and earning their respect, can I endeavour to set in place plans which will last them for their lifetimes and future generations”.

Bryan joined Perpetual in June 2009 having worked in the Trustee industry for 30 years. During this time, he has acquired a wealth of experience dealing in both estate management and planning and through this experience is able to offer practical personalised solutions for his clients. He is a member of the Estate and Tax Planning Council of New Zealand and the New Zealand Institute of Chartered Accountant’s Trust Special Interest group.

Bryan prides himself on getting the full picture of clients and their situation and the importance of knowing all details so that a comprehensive and all inclusive solution can be prepared for a client. To achieve this, Bryan emphasises the need to have an open and honest relationship with clients based on integrity and communication where the client is the centre of focus. “By understanding the client’s situation I can provide them with the most appropriate options for their future needs”.

He is married and enjoys travelling and spending time with his wife and experiencing new and interesting places.