Trustees gain peace of mind knowing that their Trust is managed by experts operating under best practice policies and procedures, ensuring that the day-to-day financial management, annual statutory financial obligations and audit requirements of their Trust are being met.

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In addition to the preparation of customised financial reports and commentaries to our clients, to make it easy for Trustees to understand the current position and performance of their Charitable Trust, our Financial Services team implement and operate a system of internal controls and procedures designed to protect the assets of your charity.



Trustees have peace of mind knowing that their Trust is managed by experts operating under best practice policies and procedures.



Our internal controls are reviewed by independent internal auditors, while the day-to-day financial management and annual statutory financial obligations and audit requirements of the Trust are taken care of.  Read more



We take a holistic approach to managing each Trust and provide Trustees with comprehensive and considered financial commentaries.



Our clients also benefit from the close and seamless interaction of the finance team with each department of Trust Management including the Investment and Property teams.

As with all the services offered by Trust Management, our Financial Service team work solely for charities and have a thorough understanding of the unique characteristics of the charitable and not for profit sector.

 

Call us on (09) 550 4045 to talk to Shane Coward or Anne Edwards our Financial Services experts to discuss your requirements.

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