http://ptwglxp25.internal.publictrust.co.nz
http://ptwglxp25.internal.publictrust.co.nz/personal-assist/how-does-it-work
How does it work?
You will have your own adviser who will manage and/or coordinate any services you ask us to provide. We also have lawyers, accountants and tax advisers on our team who may be able to assist.
How does it work(continued)?
Personal Assist can help with things like...
- paying bills, doing tax returns, and managing bank accounts and investments
- buying or selling property, or assets
- moving into a retirement village, arranging cleaning and home repairs, and applying for subsidies, pensions or allowances.
How does it work(continued)?
To arrange for us to help, you need to sign...
- a letter of instructions setting out exactly what you'd like us to do for you, and
- an Enduring Power of Attorney giving Public Trust the authority to act on your behalf in financial and property matters.
You're always in control and can change your instructions at any time.