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16 Mar 2017

Newsletter | Spring 2017 | What’s been happening?

We hit the streets this September.
We hit the streets this September.

You might have heard our ad on the radio, followed our posts on Facebook, or even seen some of our team members hit the streets to get the message out. This September, we put our money where our mouth is with our free Wills offer!

She’ll be right. Will it?

We believe every adult should have an estate plan and every child should be protected by one. It is something so important to us, we decided to remove all obstacles and give every New Zealander the chance to get their Will this September – for free.

On top of that, we gave everyone who completed their Will with us the choice to receive a $25 gift card, or have us donate $25 to a registered charity of their choice.

The details

As our valued client, you know how important it is to get things sorted – especially as it gives your family peace of mind. However, each year about 1,500 Kiwis die without a Will.

So what is holding back those who haven’t made their Will yet? We did some research to find out. This showed us that the three most common reasons for someone not to have a Will are:

  1. Procrastination;
  2. They think they are too young or don’t have enough assets; and
  3. They think it is expensive.

Our offer challenged all these obstacles. Since Wills were free, money could not be an issue. We educated people on the fact that even having $15,000 in your KiwiSaver means you should have a Will. And, for those with time concerns, we highlighted the fact that making a Will online only takes 15 to 30 minutes.

But did it work?

Our goal was to tell as many Kiwis as possible how important it is to get your Will done. And we are thrilled to say we reached – and then overshot – our target of sorting out 1,500 people with free Wills!

For a month, our phones rang non-stop, emails flowed in and our advisers are still busy today with meetings lined up during the campaign.

The incredible team effort put in across the country has paid off. We are now that big step closer to achieving our vision of ensuring every adult New Zealander is protected with an estate plan.

Here’s to what the future holds.

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.