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.
With over a decade of financial planning experience, Gill is able to assist
with investment advice and management as well as estate and tax planning.
The ultimate aim of this advice is to help you achieve your financial goals
by growing and protecting your capital and managing the risks to your cash
flow. This is accomplished through appropriately structuring your investment
portfolio and financial affairs.
Gill has attained the highest accreditation in the financial planning industry
(Certified Financial PlannerCM) and is a member of the financial planning
industry professional body (the Institute of Financial Advisers or IFA). She also
has a Diploma in Business Studies endorsed in Personal Financial Planning
from Massey University and maintains a continuing education programme to
ensure that she keeps up-to-date with the latest developments in investment
and financial markets.
Born and raised in Invercargill, Gill moved to Christchurch in 1989 to continue
her career in banking. In 1993 she moved into an investment advisory role in
the bank that ultimately enabled her to take up a financial planning position
with a prominent Christchurch chartered accountant practice in mid 2001.
Gill joined Perpetual Trust as Financial Adviser in February 2004.
Away from work Gill enjoys gardening, reading, cooking and catching up
with friends and family.