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General enquiries:

(04) 496 6800

|

0800 500 122

Putting your assets into a trust means  they are looked after by a trustee for future beneficiaries, and are kept safe from any claims made against your assets after you die.

A trust can:

  • Provide for your children and grandchildren (eg, for their education or if they have disabilities);

  • Protect your assets from unwanted claimants;

  • Protect your personal assets from the risks associated with business;

  • Protect assets you bring into a marriage or relationship;

  • Ensure continuation of family ownership; and

  • Limit claims being made against your assets after you die.

As trusts come in many shapes and sizes, Perpetual Guardian can structure them to meet members needs and goals.

 

Trust establishment

Minimum charge

Basic

$1,000

Moderate

$2,000

Full service

$3,000

Perpetual Guardian would contact members to discuss and agree on an appropriate fee before proceeding.

For more information on trusts, visit www.perpetualguardian.co.nz