Attorney services

Are you concerned about managing your finances in later years? Do you know someone who is? Are you living overseas? Are you struggling to help a family member or friend with their finances? If so, then perhaps we can help.

Our financial management services help you if, due to your age or loss of capacity, you are no longer able to manage some or all of your affairs, or if you simply choose not to manage your own affairs for lifestyle reasons.

We can:

  • pay your bills, including utilities, medical expenses, and retirement or nursing home costs
  • manage your bank accounts
  • find alternative accommodation, including a retirement or nursing home, and arrange the sale of a house if required
  • manage your pension payments, including Centrelink
  • manage your insurance needs, including medical and hospital
  • oversee the management of your investments
  • ensure your taxation affairs are looked after
  • maintain all your records and accounts.

How we can help you

You can appoint us as your attorney or you can nominate us under an enduring power of attorney.

For more information about our financial management services, please speak to your adviser or call us on 1800 882 218.

With more than 130 years’ experience managing estates, we can help with services including acting as executor or trustee, estate administration and attorney services.

Meet the Private Client Services Team

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Paul O'Neill

Senior Manager – Business Development, Trustee Services

Sydney office

Adeline Lim

Special Counsel, Trust & Fiduciary Services

Adelaide office

View all members in our Private Client Services Team. View team