About us

Sales Team

Gracie Choo-Thocolich
Gracie Choo-Thocolich

Mobile Branch Manager

Auckland

09 909 5215Call me

Download vCard

Originally from Singapore, Gracie came to New Zealand in 1995. She has extensive experience in the financial services and legal industries.

Gracie has an in-depth understanding of the challenges and issues facing our ageing population and her current work focus is in the areas of asset protection and estate planning. She specialises in wealth structuring using Trusts, Enduring Powers of Attorney and Wills.

Gracie visits her clients at their office or in their home and she is dedicated to ensuring that their intentions will be carried out through their Wills. She also carries out significant work for clients in the Asian community. As a Mandarin speaker, she is able to quickly identify their needs before advising and assisting her clients in structuring their Trusts.

Outside of work, Gracie is an avid reader and runner and regularly goes on tramping trips.

Annette Tan
Annette Tan

Mobile Branch Manager

Auckland

09 909 5158Call me

Download vCard

Annette has been in the insurance and banking industry for 15 years working within corporate and intermediary distribution channels. She has well-developed experience in providing quality advice in a business to consumer arena, where customers are at the forefront of the relationship.

Annette’s skills, experience and positive approach ensures she provides the highest level of ethical and professional service. A service that saves her clients precious time and money managing their estate planning needs through Wills, Enduring Powers of Attorney and Family Trusts.

Annette has a Masters of Arts in Education with first class honours and a Diploma in Business in Marketing as well as a Certificate in Financial Services (Level 5). In her spare time, she enjoys fishing and jet-skiing. She is a fluent Mandarin-speaker.

Raj Suman
Raj Suman

Business Development Manager

Auckland

027 801 1588Call me

Download vCard

Having been in financial services for over 12 years, Raj is experienced in driving and optimising sales opportunities both in New Zealand and the UK. Raj has a Bachelor of Arts Honours Degree in Marketing and brings a wealth of knowledge, experience and a fresh dimension to the role of Business Development Manager.

Raj enjoys working with people, building strong relationships, and offering solutions to help clients grow their business. He always strives to provide the best customer service experience by going the extra mile.

Now residing in Auckland for the last 3 years, Raj still finds time to keep up-to-date with the English Premier League and is an avid and loyal supporter of Liverpool Football Club.

Brendan Reidy
Brendan Reidy

Business & Client Adviser

Waikato/Bay of Plenty

07 959 3571Call me

Download vCard

Focussing on the Waikato and Bay of Plenty regions, Brendan brings over 30 years of trustee industry experience in the area of succession planning.

Preservation of family wealth for the benefit of future generations is his focus, along with ensuring the structures clients put in place remain compliant and continue to achieve their initial intention.

Brendan is always eager to review the provisions clients have made to protect their families and offer options to achieve their goals.

Bruce Manning
Bruce Manning

Mobile Branch Manager

Manawatu/Taranaki

06 953 6131Call me

Download vCard

With over 15 years experience in the trustee industry Bruce brings a wealth of knowledge to his role of Mobile Branch manager. His focus is to provide the best possible solution to meets his clients needs. Outside of work he enjoys travel and Jaguar Car Club activities with his wife.

Jeff Rayner
Jeff Rayner

Business Development Manager

Manawatu/Taranaki

06 953 6137Call me

Download vCard

Jeff joined Perpetual Guardian in April 2015 and has worked in the financial services sector for over 25 years. He has acquired a wealth of knowledge from various management roles in banking, finance and the insurance industry. Through these roles Jeff understands the importance of establishing and maintaining long term relationships.

Jeff is pleased to be back in the financial sector after a period of management in the construction industry. He enjoys working with clients and client advisors to provide them with solutions to meet their long-term goals.

On a personal note, Jeff is married with two children who enjoy a range of activities. In his spare time Jeff enjoys family time and keeping active by riding his mountain or road bike.

Rakesh Masalawalla
Rakesh Masalawalla

Business & Client Adviser

Wellington

04 901 5430Call me

Download vCard

Rakesh returned to Perpetual Guardian in April 2015 after working for the company in 2007. With over 12 years of experience in the trustee industry, Rakesh has a wealth of knowledge in estate administration, Wills, Enduring Powers of Attorney and Trusts.

Rakesh has an exceptional get-up-and-go approach to all things in life. He is results-driven whilst offering clients a personalised service. He is focussed on ensuring his clients understand the estate-planning process. His pragmatic story-telling approach enables him to impart the importance of taking care of loved ones.

Rakesh enjoys travelling around New Zealand and overseas. He plays tennis, football and he is a regular at the gym. He also loves food and is a fan of Central Otago Pinot noir, which is why he goes to the gym.

Emma Richards
Emma Richards

Mobile Branch Manager

Christchurch

03 966 5818Call me

Download vCard

​Emma is the Mobile Branch Manager for the Canterbury region. She enjoys assisting clients with their estate planning needs through Wills, Enduring Powers of Attorney and Family Trusts. As she is mobile, Emma is able to visit clients in their own home, at a time which suits their needs.

Emma enjoys meeting new people and learning new things. She prides herself on providing her clients with the best possible solutions to meet their needs now and in the future.

Emma is married with two adult children. In their spare time, Emma and her husband enjoy DIY projects and going for long walks at the weekend.

Bryan Ivamy
Bryan Ivamy

Senior Business Development Manager

Auckland

09 927 9419Call me

Download vCard

Bryan joined Perpetual Guardian 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.

Bryan 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 he 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.

Aaron Hing
Aaron Hing

National Business Development Manager

Napier

06 974 1151Call me

Download vCard

Aaron has a 25-year background in financial services and has held Head of Advice roles with large financial planning firms in NZ. He has also authored two books on financial management and has been a regular media commentator on planning and investment issues.

Aaron has developed and led nationwide advice-based teams and has held primary responsibilities for governance and high net worth client management. He is an experienced presenter on financial issues and has developed the skill set of being able to effectively communicate complex concepts to a wide audience.

Over the last decade, Aaron has increased involvement in the area of iwi financial management and currently sits on the Investment Committee of a major North Island iwi.

Aaron has a commerce degree from Auckland University and an investment management qualification from the US Financial Industry Regulatory Authority.

PerpetualGiving
Guardian Trust
Ewills
Bereavement Helpline
FSCL

Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.