Who we are
Perpetual began as a statutory trustee company in Dunedin in 1884. Present day we are a wholly owned subsidiary of the Pyne Gould Corporation, with 8 offices nationwide and over 100 team members. Organisationally we have formed mergers with the likes of AMP and are sister companies to Marac/Heartland and PGG Wrightson.
We are built on trust which has been earned through strong intergenerational relationships, commitment to meeting the needs of our clients, exceeding their expectations and operating in a way the makes us trustworthy. Our leaders are renowned in the industry and our team members are passionate about the well-being of their clients and are expert in their respective roles.
With this as our foundation, we have evolved to be able to meet the full financial needs of our clients through integrated solutions.
What we do
We are the leader in wealth management in New Zealand – from creation to protection to preservation. To the market and to more than 60,000 clients, we offer a range of comprehensive services and solutions, including:
- Personal and organisational trustee services, including accounting and legal;
- Estate planning and administration, including enduring powers of attorney;
- Financial planning and investment management;
- Direct investment funds;
- UK Pension Transfers.
Where we come from
Perpetual was created as a statutory trustee company in by its own act of parliament in Dunedin in 1884. Over the years, the company and our people have weathered the great depression and the great recession, two world wars and a cold war and untold changes to government leaders, politics and ideologies. And most recently, we have been tragically impacted by the February 2011 earthquake in Christchurch.
We moved our head office from Dunedin to Canterbury in which we have become a recognisable part of the fabric of this area and have recently reopened new premises and reaffirmed our commitment to this region.
Through all this change we have remained true to our South Island roots and our values.
Our relationship approach
Unlike many businesses which are built on transaction volumes, our business success, indeed our ability to function as a trustee, is dependent on formulating a strong relationship with firm, clear objectives and business practises which are honest and transparent. As a professional trustee, we have a duty to put the needs of our clients first, a duty we embed in everything we do.
Steve has worked in the Financial Services industry since 1991 and moved from the UK with his family in 2006. Since his arrival in New Zealand, Steve has worked as an adviser and, in addition to his investment knowledge; he has a wide understanding of UK Pension Transfers from his UK experience and on-going study in the area.
Steve is a member of the Institute of Financial Advisers (IFA) and the Professional Advisers Association (PAA) in New Zealand. He has recently completed the National Certificate in Financial Services and also holds the UK’s Financial Planning Certificate in addition to completing Tax, Trusts, Investment and Retirement Option papers of the UK Advanced Financial Planning Certificate.