​Read how Perpetual Guardian helped Allan safeguard the assets passed on from previous generations.

Allan’s story

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We tailor all our services to meet your unique needs. You can find a client manager in your region, call or mail us.

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Family Trusts

A family Trust can help to safeguard your assets. Since the ownership of the assets shifts to the Trust, your assets will be less readily available for distribution to unintended, or even undesirable beneficiaries, such as your child’s former spouse. Whether this kind of asset protection is of benefit to you depends on various factors. Perpetual Guardian can provide you all the information you need, to help you make that decision.

We provide independent expert trustee services for the life of the family Trust and ensure that:

  • Accurate records are kept;
  • All tax and other legal requirements are met;
  • Trust documents are kept safe; and,
  • You are kept up to date on any law changes that could affect your Trust.

Take care of things today.

Guardian Trust
Bereavement Helpline

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.