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27 Apr 2016

Newsletter | April 2016 | NZ Trustees

Jonathan Cron and Penny Cron, NZ Trustees
Jonathan Cron and Penny Cron, NZ Trustees

In December 2015, Complectus (the company which owns Perpetual Guardian) purchased New Zealand Trustee Services (NZTS).

“NZTS establishes a significant number of new Trusts annually and its specialist focus on Wills and Trusts presents the opportunity for the Perpetual Guardian group to enhance services to new and existing clients”, Perpetual Guardian CEO, Grant Kemble, said about the purchase.

NZTS was created in 1999 by Director/General Manager Jonathan Cron and National Operations Manager, Penny Cron out of their desire to bridge the gap between trustee companies and other professional entities. The company was originally called Canterbury Trustee Services Limited but changed to NZTS in 2004 due to their involvement with clients nationally.

Jonathan is no stranger to Perpetual Guardian – he has over 20 years of experience in the trustee industry, including ten years as a Trust Manager and Business Development Manager at both Perpetual Trust and Guardian Trust.

In 2010 he published his first book, Family Trusts in New Zealand, which is recommended reading for all Trusts in New Zealand (although the book is sold-out, you can pick up a copy at libraries across the country). Jonathan is also President of the NZ Trustee Association.

As National Operations Manager, Penny takes control of Trust compliance and service delivery. Through timely liaison with advisors and institutions, Penny ensures the continued legal compliance (and therefore the ongoing financial effectiveness) of a Trust by managing critical records and their various reporting regimes across New Zealand.

Penny’s attention to detail combined with her ability to comprehend the big picture goal for clients, results in crucial advice, which is fundamental to establishing an enduring Trust structure.

We are pleased to welcome NZTS to the Complectus family and look forward to the improved services we will be able to bring together.

NZTS has branches in the following locations:

  • Auckland: 343 Remuera Road, Remuera, Auckland 0622; and,
  • Christchurch: 329 Durham Street North, Christchurch 8013.

You can find out more about NZTS by visiting www.nztrustees.co.nz.

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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.