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.
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.
For more information on trustee services for people with an intellectual disability, please speak to your adviser or call us on 1800 882 218.
Head of Business Development, Private Client Services
Head of Client Engagement – Private Client Services
Senior Manager – Business Development, Trustee Services
Special Counsel, Trust & Fiduciary Services