We have a long history of partnering with advisers, accountants, legal practitioners and  bankers to provide products and services that complement your offering and deepen your client relationship. As your trusted partner, we work alongside you every step of the way. We see our role as supporting the relationship you already have with your client.

Financial Advisers

We have a long history of partnering with Financial Advisors and Professional Services Providers. We see our role as supporting the relationship you already have with your client, allowing you to be an effective and proactive advisor across all facets of your client’s wealth landscape.

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Legal Profession

We’ve been working with the legal profession nationally for many years and built strong working relationships with many practitioners. As Australia’s leading specialist trustee company, our aim is to provide a service in a way that adds value to yours.

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Trustee and Wealth Services