Trustee services for people with an intellectual disability

Caring for a person with an intellectual disability is a huge responsibility.

We understand what’s involved and have developed financial management services that remove some of the burden of planning. These services put structures in place that help maximise your loved one’s quality of life, giving them and your family financial peace of mind. By partnering with your advisers, and providing specialist knowledge and services, we ensure that the needs of all your family members are met.

How we can help you

The holistic package of fiduciary services we offer means we can help tailor a package to suit your family’s particular needs. Choose from a core package of estate and trustee services and add any additional services.

Core and additional services diagram

To find out more about how we can help families that care for a relative with an intellectual disability, read our flyer and case study.

For more information on trustee services for people with an intellectual disability, please speak to your adviser or call us on 1800 882 218.

Providing estate and trustee services for more than 130 years.

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