Our promise to you
Personalised service tailored to your needs
Your dedicated fiduciary specialist will engage with you and your financial planner to gain an understanding of your unique needs and will take personal accountability to deliver to the highest standards.
We speak your language
In partnership with your financial planner, we simplify the complexities and technical elements – legislative, regulatory and compliance requirements.
A wealth of experience
Your fiduciary specialist is supported by a team who share knowledge, skills and over 100 years of combined experience to offer you highly specialised and meaningful advice.
Our specialists have the technical insight to transform your unique fiduciary needs into a bespoke solution. The experts who create your will or trust are the same experts who will ensure that their provisions are fulfilled.
A collaborative team
In the spirit of a true partnership, we, along with your financial planner, co-create a perfect fit within your existing integrated wealth plan.