Helping You Create a Lasting Financial Legacy
For over 45 years, we’ve been a trusted partner to individuals and their families to build,
preserve and pass on what matters, for generations to come.
Personal and Professional Guidance on All Aspects of Your Financial Wellbeing.
We are a privately owned Trust, Financial Planning and Investment Management company, providing financial advice and personalised financial solutions to clients planning for, or already in their retirement years, as well as to their families.
Investment Management
Financial & Retirement Planning
Estate Planning
Money Market
Fiduciary Services
Tax
Offshore Financial Services
Personal Trust
A Track Record Built on Trust and Results
Clients served
Assets Under Management
Of Commtiment to Our Clients
Who We Serve
Wherever you are in life, we’re here to guide your next financial step.
Retiring Soon
We help you navigate the transition from earning to investing — with trusted advice, a steady hand, and a plan designed around your goals.
Looking After a Legacy
Whether managing a family trust or preparing an estate, we provide the guidance and structure to preserve your wealth and values for the long term.
Just Starting to Invest?
We work with clients at every stage — offering honest advice, foundational strategies, and long-term partnership from day one.
Why Choose Personal Trust
Dedicated Trust Officers
Our clients are supported and advised by a dedicated Trust Officer who knows you and your family – no call centres, no handovers, just meaningful, long-term relationships. Many of our team members have been with us for decades, offering clients consistency, deep expertise and lasting peace of mind.
Not Product-Focused
We don’t push products; we listen, understand and design personalised financial solutions specific to your needs.
Intergenerational Guidance
We partner with families over lifetimes, guiding financial planning that spans generations: from building wealth to protecting and passing it on.
Reputation Built on Trust
With 70% of new clients coming from referrals, our reputation has been built one relationship at a time – grounded in empathy, reliability and care.
Holistic, Integrated Services
From investment management and fiduciary services to financial planning, we offer everything under one roof, with a single, trusted point of contact.
