Compensation trusts

Have you or someone you know, suffered a personal injury and received a compensation payment?

If so, it’s important that it’s invested appropriately. The funds must be protected, and they must be available for any ongoing care or lifestyle needs, especially if the injury means that person is no longer able to work.

We are a national specialist provider of trustee and financial management services for people who receive a lump sum compensation payment for damages arising from medical negligence, motor vehicle accident, workplace accident or some other type of personal injury.

Our service is highly personalised. There is no call centre. Instead, our clients, their families and their trusted advisers have access to dedicated relationship managers.

Every one of our clients is unique and has different needs and goals. Whether they suffer from cerebral palsy, an acquired brain injury or some other form of physical or cognitive impairment, our aim is to help manage, invest and protect the compensation payment they have received to enable them to maximise their quality and enjoyment of life.

Our services include:

  • financial advice and investments – specialising in wealth management and life planning for people who have received a large compensation payment because of a catastrophic injury
  • trustee and financial management services – for management of day-to-day finances, major purchases as well as National Disability Insurance Scheme (NDIS) registration and reporting.

Every client is unique and has different needs and goals. Whether they suffer from cerebral palsy, an acquired brain injury or some other form of physical or cognitive impairment, our aim is to help manage, invest and protect the compensation payment they have received to enable them to maximise their quality and enjoyment of life.

If you are a financial adviser looking for trustee and financial management services for one of your clients, please contact us and we will explain how we can work together.

If you are a lawyer and need a ‘Cost of funds management report’ or simply wish to enquire about our service on behalf of a client or their family, please contact us.