Perpetual Guardian is our key partner for providing estate planning services to the clients of Kepa members. They are a business with 130 years’ experience in providing Wills, Trusts and Enduring Powers of Attorney. A referral to Perpetual Guardian is not only about doing the right thing by your clients, but also will help you create a more meaningful connection with them. Perpetual Guardian

has a sister company, New Zealand Trustee Services, who are a specialist Trust company and some of you will be familiar with them as well.

 

If you do not have a referral arrangement with them and you would like to set one up, please email referrer@pgtrust.co.nz and they will set you up with special pricing for your clients and a log on for the referral portal. Easy!