Trustee services for people with an intellectual disability

Caring for a person with an intellectual disability is a huge responsibility. We specialise in helping clients who have a family member with a disability.

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.

The holistic package

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.

Our Estate and trustee services

Core services

Additional services

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.

Every family’s circumstances are different so we have designed the service to be as flexible as possible. You can choose the right level of service to meet your family's needs through the holistic package of fiduciary services we offer.

Contact us

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

We have a strong focus on partnering with advisers to provide clients with the best possible outcomes – rather than competing with you for your clients.

Our trust management in conjunction with your investment management services remove some of the burden of planning. We use structures that help maximise the person’s quality of life, giving them and their family financial peace of mind.

We can provide a comprehensive tailored solution that gives you access to professional advice and trustee services. It also ensures you continue to play an active role in the management of funds on behalf of your client and their family.

The holistic package of fiduciary services we offer means we can help you tailor a package to suit your client’s particular needs. It also ensures you participate in managing funds on behalf of your client and their family.

Contact us

To find out more about how our trustee services for people with an intellectual disability can help you and your clients, please contact one of our business development managers on 1800 684 672.