Information Hub
Trusts
Your Guide to Trusts
What is a settlor and will a Trust work for you?
What can a Trust do for you?
Read this brochure about what a Trust can do for you.
Your TrustGuard Test
Trusts are a great structure to help protect and preserve your, and your
信托保护 (Mandarin TrustGuard)
Take your TrustGuard test in Mandarin
Funeral trust Application Form
Fill out this form to get you Funeral Trust application started.
Funeral Trusts
Read this brochure to find out more about Funeral Trusts
Wills
Your Guide to Wills
All you need to know about Wills in one spot.
What happens if you die without a Will?
Read our short overview of happens if you die without a Will.
Enduring Powers of Attorney
Your Guide to EPAs
Learn why an EPa is so important, no matter your age.
Why everyone should have an EPA
Read our short overview of happens if you die without a Will.
Estate Management
Estate Management Services at Perpetual Guardian
What is Estate Management and how does it work? Read the guide here.
Philanthropy
The Perpetual Guardian Foundation
The Perpetual Guardian Foundation redefines our philanthropy. Read our brochure for more information.
Bequest Support at Perpetual Guardian
What are the benefits of partnering with Perpetual Guardian for your bequest? Read our support document for more information.
Your Guide to our Legacy Programme
Want to know more about legacy giving? This guide answers some of the key questions.
Grant Application Form for between $15,000 - $100,000
Use this form if you’re applying for grants between $15,000 – $100,000
Grant Application Form - Under $15,000
Use this form if you’re applying for grants under $15,000
Giving New Zealand Report 2014
The full 2014 report of Giving in New Zealand.
Grant Application Form for over $100,000
Use this form if you’re applying for grants over $100,000
Philanthropy Granting Schedule 2019
Take a look at the Granting Schedule for 2019.
Grant dashboard links
Here you will find the dashboard links for grant reporting.
Policy & Practices
Our Guide to Governance Overview
Want to find out more about our governance? Read this guide here.
Our Fees: A Guide to Charges
Want to know about our fees? Here is our full guide.
Our Privacy Policy
We take your privacy seriously. Our privacy policy sets out exactly what this means.
Our Standard Terms of Engagement
Click on the pdf to read our full standard terms of engagement.
