Personal custodial services

Our Personal Custody Service allows you to minimise paperwork and time associated with managing your portfolio whilst retaining control and your existing relationship with your Financial Advisor.

Our Asset Management Service builds on our Personal Custody Service and is an individually tailored service which is designed to suit your needs.

National Australia Trustees can help with everything from simple financial tasks such as bill paying, right through to management of major property and investment assets. In the event that you lose mental capacity, National Australia Trustees can continue to act in its capacity as Attorney (if so appointed), and can step into your shoes as a substitute decision maker.