Personal Client Services
Lifestyle Assist
Because there are times in life when you need that extra help
No matter what your circumstances, there are often times in life when it can become difficult to manage the complexities of your financial affairs.
While you can’t predict the future, you can prepare for it by ensuring you have support in place for whenever you might need it. Whether you need someone to simply look after the administrative details of your investments, or take full responsibility for your financial wellbeing, The Trust Company’s Lifestyle Assist service can help.
“After my wife died, I felt like the everyday tasks such as paying bills and managing the finances were starting to feel like a strain. The Trust Company’s Lifestyle Assist service helps me remain independent but has relieved that burden. Most importantly it has freed up my time so I can spend it with my children and grandchildren and live life to the fullest once again.”
Edward, aged 76
Keeping your finances under control
Should at any stage you become less able to manage your affairs, we can take on those duties for you. By engaging The Trust Company under a Power of Attorney, we’ll take on all the administrative duties of managing your finances, while working with you to make the most important decisions.
We can:
- Buy and sell all assets, including property, based on your instructions
- Look after investment properties
- Collect any dividends or interest
- Manage medical and general insurance claims, liaise with utility companies and pay your bills
- Organise tax returns
- Set up and renew insurances
- Coordinate any legal matters, including Wills and estate planning
- Arrange financial advice
- Reconfigure your home, or arrange regular home visits
- Research and coordinate carers or appropriate accommodation
Your financial and personal affairs are, of course, not something you can entrust to just anyone. However, we’ve helped look after the wealth and wellbeing of individuals and their families for more than 125 years, and we have the experience and expertise to look after you too.
Contact us
To find out more about our services call 1800 622 812 or email
