Contact our Philanthropy Team
We tailor all our services to meet your unique needs. Call or mail us.09 909 5219Call us
At Perpetual Guardian, we have been managing investment of charitable funds for over 100 years. Understanding the charities sector is core to our business. In 2016, the Chief Executive of a well-known Charitable Trust gave us the following feedback, “One of the things you are good at is really talking to and understanding the not-for-profits”.
We have various investment options, including a tailored Philanthropy Fund.
If you have questions regarding charitable investments or would like to find out more email firstname.lastname@example.org or contact investment expert Sumita Paul.
Investment & Philanthropy Partner
With more than 15 years of experience at Perpetual Guardian, and over a year prior to that in the financial services industry, Sumita has the skill and knowledge to help clients with their long-term investment goals.
As an Authorised Financial Adviser (AFA) and Certified Financial Planner (CFP), Sumita brings a high level of professionalism in providing estate and investment planning advice, as well as managing our client’s estates, personalised investment portfolios , Family Trusts and Charitable Trusts.
She enjoys establishing trusting, long-term relationships with her clients, which she finds delivers the best result for their financial future, and provides them with long-term prosperity and peace of mind.
Sumita has a Masters in Business Administration and a Grad Dip in Business (Personal Financial Planning). She is also a Member of the Executor and Trustee Institute (METI).
Outside of work, she is a busy mum to two very active boys and enjoys music and watching movies with her husband.