Working with Us
Becoming a Partner
Business value for our Partner Consultants
Whether you are looking for assistance to complement your suite of services to your customers or simply enhance your role as trusted adviser, a referral to Perpetual Guardian will let them know you care about all their planning, including what happens during their lifetime and after they have gone.
Our expert advisers will ensure your customers get the best plan, tailored to the needs which have been identified by you. Wills ensure your products or services will be delivered to your customer as fast and easily as possible with minimum fuss and expense.
Should you wish to co-brand or white label our products we can arrange this for you, or simply refer for a low touch engagement.
We can help you with, and run customer or staff seminars on any of our products or on general estate planning advice, including CPD points where applicable.
Become a Partner
Partnering with Perpetual Guardian is an excellent opportunity to generate an added income stream and provide an extra value add for your staff and customers. Our services are tailored around providing financial protection during times when it’s needed most – by providing services across estate planning, Wills, Trusts, Enduring Powers of Attorney, Philanthropy and managing Charities.
Working with us
By helping you assess service options, identify potential issues, and making key decisions, we will save you time and money down the line. We ensure both you and your customers have a dedicated senior consultant to provide advice and the agility your business demands. You’ll also have access to support from our Perpetual Guardian network, like marketing collateral, if needed. We will work with you to understand your business and help you set up our venture on a sound foundation, by providing you with a clear operational framework.
The right solution is one that helps grow both our business’ reputations – by providing the best advice and management that protect our client’s interests.
Let’s talk today