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05 Oct 2018

Newsletter | Spring 2018 | Introducing Footprint New Zealand Ltd

Introducing Footprint New Zealand Ltd - Perpetual Guardian’s new sister company

At Perpetual Guardian, we’re very proud of our rich history of being the premier provider of Estate Planning Services for New Zealanders.

We also continually look to improve the estate planning experience for our clients.

That’s why, when we noticed an increasing demand for online services within New Zealand, we decided to act. The launch of our new sister company, Footprint New Zealand Ltd means we can now provide an enhanced online estate planning service.

Why change?

An independent survey conducted in 2014 showed that only 15% of people were open to the idea of preparing a Will online.

By 2018, this had increased to 82% if a solution could be found that is quick, simple and affordable.

Following the recent reform of the Financial Advisor regime and the Financial Market Authority’s increased focus on conduct, we wanted to provide New Zealanders with the option of creating a Will online that meets all legal obligations and is simple to complete.

It’s all part of our ‘client first’ philosophy.

Footprint allows us to provide an enhanced online estate planning service.
Footprint allows us to provide an enhanced online estate planning service.

What does this mean for you?

There is no change to the way you interact with your team at Perpetual Guardian.

When it comes to updating your Will, we will still contact you to find out your needs and preferences.

If you have completed your Will online before, you will notice a new logo and a different look on our digital Wills site, now found on wwww.myfootprint.co.nz. Because your privacy is a priority for us, you will also need to register a new account. This will ensure your account is up-to-date with the latest security protocols.

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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.