Executor Assist

Lifestyle Assist

What is it?

Sometimes, managing your finances while in retirement can get too much. You might want to spend more of your time enjoying life rather than doing paperwork, or you may be starting to find some financial and administrative tasks difficult. Whatever the reason, The Trust Company can help you maintain the lifestyle you want, by taking the burden of managing your financial and administrative affairs.

How is it useful?

Whether you want to stay in your own home for longer, or you want to get on with life without having to worry about your finances, our Lifestyle Assist service can help. We can manage your share portfolio and deliver on your long-term investment objectives. We can also ensure your finances are up to date, your bills are paid on time and your tax returns are filed properly. Best of all, our fees are generally tax deductible. If living independently is starting to be a struggle, we can also arrange for help with your shopping, for carers to attend to you, or we can help you find a new home that is more suitable for your lifestyle.

We tailor all of our services to you as an individual. If you would like to know more, call us to arrange an obligation-free appointment so we can work out the best way to help you.