Caring for a person with an intellectual disability is a huge responsibility. At AET, we understand what’s involved and the important role you play in helping your client plan for their future.
By working with you, we aim to help you protect your client’s relative for the rest of their life in a coordinated and tax-effective manner.
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.
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.
Choose from a core package of estate and trustee services and add any additional services.
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.
Head of Business Development, Private Client Services
Head of Client Engagement – Private Client Services
Senior Manager – Business Development, Trustee Services