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Information Hub


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


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.


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.


Summer Newsletter 2018
Spring Newsletter 2018
Autumn Newsletter 2018
Spring Newsletter 2017
Autumn Newsletter 2017