A customised service that frees you to do the things you want to do
Whether you want more freedom to spend time doing what you want, or you would just like support in managing some day to day activities or financial requirements, Perpetual Guardian can help.
We offer Perpetual Care which is a fully personalised service designed to help you maintain your independence and focus on doing what you enjoy.
We can take on the administrative stress of managing your financial affairs. You can choose your level of involvement in these decisions. You will have access to our experts in investment management, property management, administration, tax and legal advice. Our service will adapt to your evolving needs, helping you to maintain your independence as long as possible.
Our services include:
- Managing your day to day finances;
- Collecting interest/dividends on your behalf;
- Paying your bills;
- Actively and prudently managing your residential properties and investments;
- Preparing and filing your annual tax return and any other accounting processes you may need;
- Consulting with and/or working alongside your family and professional advisers (such as doctor, bank, home-care agencies, etc.); and,
- Ensuring you Will and/or Trust is set up correctly so that it achieves exactly what you actually want.
You can decide whether you want a short term arrangement or a long term relationship.
Take care of things today.