Understanding what it means to be a trustee. Shaping your trust’s investment strategy. And making sure it’s always working towards your goals. We’re here to help with it all.

Dedicated support in making big decisions

Being a trustee can be a big job – but that doesn’t mean you need to do it alone. We’re with you on the journey from the start, working with you to tailor, run and fine-tune the trust’s investment strategy. And we work with other trusted professionals to make sure all trustees and beneficiaries are clear on their tax position. 

Get to grips with your duties

Whether you’re a seasoned professional or first-time lay trustee, we’re here to help you understand your legal responsibilities and the goals of the trust.

Set your trust’s investment strategy

We’ll recommend a tailored plan based on the trust’s goals and appetite for risk. If you need a cash flow plan, we’ll make one. And we’ll work with you to strike the right balance between protecting capital and generating income.

Make sure you stay on track

Over time, you might need to adjust course to make sure your trust is still running as it should. So we’ll set up a plan from day one that includes regular reviews.

Not sure if you need financial planning? Ask yourself three questions:

Do I understand the role of a Trustee?

Being a Trustee is a responsibility, but you don’t have do it alone. We’re with you every step of the way and will work with other trusted professionals to make sure you’re clear on what’s needed, and we’ll help you get there.

What about dealing with beneficiaries?

We’ll help with this too. Dealing with day-to-day needs, making sure any income and assets are dealt with according to the trust deed, and managing the on-going assets. We’re always here to guide you.

Do I have access to the best advice?

We’ve offered high-end financial expertise for decades – and our clients tell us there’s nothing else quite like the insight, support and cutting-edge technology we bring to the table to help them go further than they ever thought possible. 

Need help answering these questions?

Our dedicated advisers are happy to help.

Speak to a financial planner