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16 Mar 2017

Newsletter | March 2017 | What’s been happening?

Servants Health Centre receives $10,000 cheque

Servants Health Centre is Dunedin’s only free healthcare clinic. They are a Christian-based non-profit organisation which operates through the voluntary services of doctors, nurses and counsellors to ensure no one is prevented from accessing basic healthcare due to lack of funds.

In February, our Dunedin Client Manager, Kevin O’Sullivan presented the organisation with a $10,000 grant on behalf of the Perpetual Medical Services Charitable Trust. These funds will help support and grow the clinic’s functions – enabling them to assist more patients in the community.

Auckland Investment Seminar

On 1 March, clients were invited to attend an evening with our Investment and Trust specialists at the Novotel Greenlane.

More than 30 clients came to hear Tim Chesterfield, our Chief Investment Officer, speak about our investment offering and market insights for 2017. Richard Broad, Head of Legal, presented on upcoming Trust law reforms, as well as important changes to Enduring Power of Attorney legislation.

Feedback received from attendees was great and a second Investment Seminar is planned for later this year. If you are interested in attending, please email info@pgtrust.co.nz.

Richard Broad, Head of Legal, at the Investment Seminar
Richard Broad, Head of Legal, at the Investment Seminar

New Plymouth branch opening

On 3 March, we ‘officially’ celebrated the opening of our revamped New Plymouth branch. Although the branch moved from 9 Vivian Street to 20-22 Currie Street late last year, this event was a chance for clients to come along and see the new premises, and also meet our CEO, Grant Kemble, and Head of PCS, John McFetridge.

The New Plymouth team, Debby Aston (left) and Alison Clement
The New Plymouth team, Debby Aston (left) and Alison Clement
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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.