Overview

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We specialise in providing Wills, EPAs and Trusts. We help clients plan their estate and protect their legacy.  Perpetual Guardian’s foundations are built on more than 130 years of ensuring the wellbeing of New Zealanders, their families and their businesses. We want to ensure every adult New Zealander has an estate plan and every child is protected by one. We also want to make Wills, Trusts and Enduring Powers of Attorney (EPAs) as normal as KiwiSaver.

We've helped thousands of Kiwis meet their unique asset protection and preservation needs - from the simple to the complex.  We understand the sensitive nature of Wills and support families when they are grieving. Through the provision of expert trust and asset planning, formation and management services across the generations, we've become leaders in the industry and, most importantly, trusted partners with our clients. 

 

guardiantrust logo nxtstepGuardian Trust

Guardian Trust is one of New Zealand's most respected trust companies with over 130 years of experience. The services we provide and our experience and reputation have made us the preferred corporate trustee for many of New Zealand's leading corporations, financial institutions, fund managers and banks. Guardian Trust is licenced to provide supervision services in respect of entities issuing financial products under the Financial Markets Conduct Act 2013. We pride ourselves in providing high quality, professional services to our clients and supervised entities. We help to ensure compliance with contractual and regulatory obligations and that we and our supervised entities act in the best interests of investors and beneficiaries at all times.

We believe a great team is our most valuable asset. Our people are passionate about what they do and have a genuine interest in the well-being of their clients.  We recruit, train, empower and reward our team members to deliver comprehensive financial solutions and services to our clients. We believe that trusted relationships are built through our core values of communication, quality service, respect and integrity.

We live by our values every day. Every quarter our managers nominate team members who they believe demonstrate our values as part of our Values Reward Programme for a prestigious award: they’re our Values Champions. You will see these values in all of our offices around the country and lived whole-heartedly by the team.

  • Integrity: We are ethical and honest
  • Respectful: We are empathetic to our clients’ needs and respectful of each other
  • Client focused and solution oriented: We are focused on the outcome for our clients, and on providing solution that work for them
  • Excellence: We strive for excellence in all we do
  • Passionate: We are passionate about what we do
  • Accountable: We are accountable to our clients and our shareholders

Perpetual Guardian

Financial Services


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Locations

Auckland

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