Trustee Obligation

Trustees have many obligations and we can ensure they meet those obligations and help them comply with the investment requirements of the Trustee Act 2000.

Our main aim is to be the mediator between you and the investment house your trust goes through. Therefore, we will aim to develop a long-term relationship with trustees to ensure we can offer current advice on an on-going basis. Investment houses need to be constantly challenged and we will ensure that you receive the best possible return on investment.

Talk to our Financial Planners today to learn more about how we can help you to manage your trust ethically and to the letter of the law.