Waikato/Bay of Plenty - Client Managers

Jan Middlemiss
Jan Middlemiss

Regional Manager

Waikato & Bay of Plenty Region

07 921 7684Call me

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With more than 20 years of experience at Perpetual Guardian, Jan has extensive knowledge in the areas of estate planning and administration. As Regional Manager for the Waikato and Bay of Plenty, she is responsible for the Hamilton, Tauranga and Rotorua branches.

Jan’s key focus is to ensure that her team members are service-focused and accessible to their clients in order to build enduring relationships.

Jan has a Bachelor of Laws (LLB) and a National Certificate in Financial Services (Financial Advice).

Craig Roebuck

Craig has been with Perpetual Guardian over thirty years in a variety of roles and says one of his greatest achievements is when clients treat him as part of their family.

Managing investments and achieving sustained value in portfolios during tough economic times is something Craig takes pride in. He also manages Trust formation and administration and provides estate planning solutions that relieve his clients of all worry.

Craig is also highly active in the philanthropy area, working with a number of charities and managing Charitable Trust gifting for clients. Craig is a member of the Executor & Trustee Institute (METI) and the Institute of Financial Advisers, holds a Graduate Diploma in Business Studies (Personal Financial Planning) and is an Authorised Financial Adviser (AFA).

Eileen Slater

Eileen has been with Perpetual Guardian over 18 years, learning the business from the ground up to become a trusted Client Manager for clients in the Waikato region.

Maintaining client contact is a key focus for Eileen. A specialist in the administration of Charitable Trusts and agencies, she also manages estates and Trusts and is a philanthropy champion for the Hamilton branch. She considers her work with the David Johnstone Charitable Trust, which provides substantial tertiary scholarships for young people in the region, one of her proudest achievements.

Eileen is a Member of the Executor & Trustee Institute (METI) and a qualified Legal Executive.

Sue Bacon

Sue joined Perpetual Guardian ten years ago after a long career in professional services, working in both the legal and insurance industries.

Building long-term client relationships is Sue’s focus as a Client Manager. She specialises in estate and Trust administration and finds resolving complex estates where beneficiaries have been in dispute as among her proudest achievements. Sue also manages financial affairs for our lifecare and lifestyle management clients, including PPPR.

Sue is a Member of the Executor & Trustee Institute (METI).

Russell Bridge

Drawing on his 25 years experience in the trustee sector, Russell is skilled and passionate about helping clients achieve their estate and asset planning objectives.

As a Client Manager, Russell is a caring professional focussed on providing sound advice and tailored ‘peace of mind’ solutions to clients and their families.

Russell’s role extends to looking after a diverse portfolio of key clients. He is committed to going the extra mile, building strong relationships with clients and becoming a trusted ‘family’ adviser along the way.

Russell holds a Diploma of Business Studies and is a Member of the Executors and Trustees Institute (METI).

Brendan Reidy
Brendan Reidy

Business & Client Adviser

Waikato/Bay of Plenty

07 959 3571Call me

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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.

Margot Pienaar

With more than 30 years in legal structuring, trusts, and succession planning across sectors, Margot is practical and solution focused.

She brings her experience in the high net-worth family office space to clients from all walks of life to achieve their goals and to identify & create meaningful long-term legacies for their families.

In the spirit of Whatungarongaro te tangata toitū te whenua: As man disappears from sight, the land remains, Margot’s fundamental focus is to walk the road with client families to ensure that their investments are secure and leveraged effectively via appropriate strategies towards intergenerational wealth transfer, and building a sustainable family heritage.

Margot has a Bachelor of Laws (LLB) from Stellenbosch University and is a registered Trusts and Estates Practitioner.

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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.