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16 Mar 2017

Newsletter | Spring 2017 | Message from the CEO

Andrew Barnes, Perpetual Guardian Founder and CEO
Andrew Barnes, Perpetual Guardian Founder and CEO

Kia ora koutou,

It has been an interesting year so far for Perpetual Guardian. As some of you may know, I stepped back as CEO two years ago and handed over the reins to Grant Kemble.

He stepped down in June to follow other opportunities after putting in place some excellent structures and leading us through some exciting projects. I have new partners now and we decided it would be good for me to return as CEO. I love being back and leading the charge to pursue our vision and develop more innovative ideas in the industry.

Many great things have happened since our last update. You will read further on about our appointment of Angela Vale into the new role, Chief Growth Officer. We had an amazingly successful September Wills month, with over 3,000 people connecting with us to get their estate planning journey started. If each of these people go on to protect three others in their lives that means 9,000 loved ones are protected.

Our Foundation is taking its place in the philanthropy space and helping build relationships with great charitable causes. Our innovative and low-cost model allows charities and other socially-minded organisations to dedicate less of their fundraising to administration and more to their core purpose.

Read on to find out more about the other exciting activities we have on the go.

Ngā mihi

Andrew Barnes, Perpetual Guardian Founder and CEO

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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.