Personal Assist

What is Personal Assist?

Personal Assist is designed to give you the peace of mind that your financial and property matters are in order, even if you can’t look after them yourself. It is a service tailored to your specific needs and can be used for a short period of time, for example if you are transitioning to a Rest Home or Retirement Village, or over the long term if you need ongoing assistance.

Why do I need it?

Personal Assist can help you:

  • Manage your finances without the worry. Personal Assist can protect you from financial abuse and allows you to remain independent without needing to rely on family and friends
  • Free up your time to care for  your loved one and not their financial affairs
  • Focus on your health, well-being and recovery whilst our dedicated advisers manage things for you
  • Receive professional advice on moving to a retirement village or residential care  and your eligibility for subsidies and other entitlements
  • Spend time doing the things you enjoy and less time managing your affairs

How can we help?

When it comes to managing finances and property you’ll have your own dedicated adviser who will manage and/or coordinate any services you ask us to provide – they will do as much or as little as you need. We also have lawyers, accountants and tax advisers on our team who can assist.

Personal Assist can help with things like...

Managing your Financial Matters

  • Day-to-day banking, paying bills and ad hoc expenses
  • Preparing income tax returns, managing gifting programmes and selling assets, for example, a house or car
  • Collecting pensions (in NZ and overseas), superannuation, interest,  dividends, benefits and other income
  • Providing assisting for claiming all benefit entitlements, managing insurance claims
  • Ensuring finances are structured to meet your needs and living costs, managing mortgages and loans

Maintaining your Property

  • Maintaining regular and ad hoc maintenance and repairs as required
  • Clearing out possessions, organising cleaning and home staging, liaising with Real Estate agents and other third parties

Moving to a Retirement Village or Rest Home

  • Completing Rest Home agreements, applying for the Residential Care Subsidy or Loan, facilitating the purchase of a unit in a Retirement Village or coordinating the move into a Rest Home

What does it cost?

As Personal Assist is tailored to your individual needs, the costs will depend on the services that you require. We can provide you with a cost estimate before you make any decisions.  For details please see our Fees and Charges.

Taking the next step

We'll meet with you to talk about your situation and how we can help. We offer a free, no obligation consultation so you can find out if Personal Assist is for you.

When you're ready to take the next step, get in touch online to request more information or make an appointment, or call us on 0800 371 471.

Once we’ve agreed on what you would like us to take care of, you will need to sign two documents:

  • 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.