The Trust Company \ Personal Client Services \ Lifestyle Assist \ What would it mean for me?
Personal Client Services
What would it mean for me?
We do whatever it takes to make your life easier
We’ll work with you to make your financial decisions and ensure they’re always in your best interest.
- Buy and sell assets, including property
- Look after investment properties
- Collect any dividends or interest owed to you
- 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
- Arrange financial advice
- Reconfigure your home, or arrange regular home visits
- Research and coordinate carers or appropriate accommodation
We’ll assign a dedicated consultant who’ll work with you to assist with whatever needs you have. From the beginning, they’ll be your key point of contact, and you won’t have to deal with a raft of different people. As your needs change, they’ll help you assess your new requirements, and adjust our services accordingly.
Contact us
To find out more about our services call 1800 622 812 or email
