Helping New Zealanders that are inspired to live life, think about their personal wishes for their future and protect those wishes with a Will
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A convenient and secure way for you to complete your online Will. You will be guided through the information required to provide in a few simple steps – in around 15 minutes. Once completed, will experts review your will before being retuned with instructions on how to make it a legal document
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An online storage facility allowing you to securely store and share your important documents. If you choose to have your Will prepared through ewills and subscribe to WILLplus – your Will is then automatically saved to your personal version of MyDigital Vault no hassle.
My-Bucketlist and ewills – Helping New Zealanders to protect their families and legacies. Whether its through quick simple automated Will-writing process or having your will instructions reviewed by specialist will writers.
MyDigital Vault – securely stores your personal information online and allows you to share it with the family members and advisers of your choice.
Kōwhiri can help you add value to your client relationships by offering them services that differentiate you from your competitors.
We’ll help you decide what services or service bundles are best suited for your business and shape it into an online solution
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An online storage facility allowing you to securely store and share your important documents.
If you choose to have your Will prepared through ewills and subscribe to WILLplus – your Will is then automatically saved to your personal version of MyDigital Vault no hassle
let’s talk >
Andrew Barnes is the managing director of Perpetual Guardian, which formed through the coming together of Perpetual Trust and Guardian Trust, and a director of Complectus Limited, Guardian Trust’s parent company. He is also chairman and non-executive director of Perpetual Trust Limited.
Under Andrew’s leadership, Perpetual Guardian has moved away from financial advice and planning and towards a pure fiduciary services model that engages with Kiwis and provides services through a variety of platforms. He is also leading the expansion of the company’s long-standing philanthropy service by creating vehicles that encourage Kiwis into long-term charitable giving at a level they can afford. Andrew’s vision to simplify the way fiduciary services are made available to the market has led to the startup of Khowiri in June 2015 – a company that specialises in finding innovative ways to help New Zealanders with their Estate Planning.
Andrew was previously a director and founder of Just Wills Holdings Limited, a UK-based will writing and estate planning business. Before that he was CEO of Bestinvest, a US$5.7billion, UK-based investment management and advisory company, leading the sale to private capital in 2007, and was managing director of Australian Wealth Management Limited, a major Australian wealth management and trustee business that he led to IPO in 2005.
Andrew holds an MA from Selwyn College, Cambridge and an ACIB (UK), and has attended the Program for Management Development at Harvard Business School.
The Privacy Act 1993 requires us to inform you that:
Purpose of collection
Personal information is information about an identifiable individual and includes facts or an opinion about you which identifies you or by which your identity can be reasonably determined. The collection of your personal information is essential to enable us to conduct our business of offering and providing you with our range of products and services.
We are required by the Financial Transactions Reporting Act 1996 and the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 to collect your personal information to verify your identity. Therefore, the collection of certain personal information will be mandatory.
Consequences if personal information is not provided
If we request personal information about you and you do not provide it, we may not be able to provide you with the product that you request or provide you with the full range of services we offer.
We use and disclose your personal information for the purposes we collected it.
We may use and disclose your personal information for a secondary purpose only if that secondary purpose is directly related to the purpose of collection.
We will only send your personal information overseas or collect personal information about you from overseas for the purposes in this statement and in compliance with the privacy regime.Access
You are entitled to obtain confirmation from us that we hold personal information about you and you can request access to that personal information by contacting us. In some circumstances, we are able to deny your request for access to personal information. If we deny your request for access, we will tell you why.
If accessing your personal information will take an extended period of time, we will inform you of the likely delay. For more detailed requests for access to personal information, an administration fee may be charged to cover the associated cost of supplying this information.
If you believe that the information we hold about you is incorrect, you may ask that it be corrected. If we decline to correct the information you may request that a statement is attached to the information that a correction was sought but was not made.Marketing
We would like to use and disclose your personal information to keep you up to date with the range of products and services available from us. Generally, we will use and disclose your personal
information for our marketing purposes.
If you do not want us to use and disclose your personal information for the purpose of marketing products and services to you, you should contact us and tell us.
Please contact us to:
Change your mind at any time about receiving marketing material;
Request access to the personal information we hold about you; or,
You can contact us by:
Email on [email protected];
Telephoning us on 0800 87 87 82; or,
Writing to us at Perpetual Guardian, PO Box 1934, Auckland 1140.