Is a client concerned about managing their finances in later years? Do they know someone who is? Are they living overseas? Are they struggling to help a family member or friend with their finances? If so, then perhaps we can help.
Our financial management services can help a client if, due to age or loss of capacity, they are no longer able to manage some or all of their affairs, or if they simply choose not to manage their affairs for lifestyle reasons. We can:
A client can appoint us as their attorney or they can nominate us under an enduring power of attorney. We work in partnership with you to ensure you maintain the relationship with the client.
For more information about our financial management services, please call us on 1800 882 218.
Head of Business Development, Private Client Services
Head of Client Engagement – Private Client Services
Senior Manager – Business Development, Trustee Services