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Protected Estate Management

A unique, highly personalized service focused on providing mutual satisfaction for the protected person and their family.

Our Philosophy

The close liaison between the protected person, their family and our team is essential to maintain an understanding of the problems with which the protected person and their family are having to manage. Our staff are readily available at all times to assist in dealing with emergencies including medical and domestic matters.

The special needs of the protected person are identified and we can engage carers and housekeepers, arrange the purchase of specialised equipment, purchase of a suitable motor vehicle, the purchase of a house and have it modified and maintained. 

The investment portfolio management is conducted through our Investment Committee and all recommendations for investment are then approved by an independent consultant  before the recommendations are acted upon. The Investment Committee meets regularly and maintains ongoing contact between meetings.

We maintain our control over all financial matters. We receive all income and disburse all outgoings. Internal controls and procedure management are carefully maintained.

We are here to:

  • Invest and manage your damages award
  • Help you provide for daily living
  • Assist you with daily living
  • Assist you with special needs

Our Experience

After our first appointment as Trustees of a Protected Estate in 1984, our portfolio of Estates has increased to over 30 Protected Estates. This has led us to having a unique and deep understanding of the personal, legal and investment intricacies that are peculiar to these assignments.

We have developed relationships with lawyers, stockbrokers, nursing agencies and building maintenance companies to enable the best outcome for a protected person.

With many years experience dealing with all the everyday issues associated with the management of a Protected Estate, our team is committed to making life as easy as possible for the protected person.

But what does it all mean...

  • Our Service Explained

    The services we offer to a protected person are generally directed in the Court Order of our appointment. In carrying out our duties, our services embrace the provision of all reasonable requirements of the protected person, within the financial limitations of the Court Settlement.

    The essential elements of our services comprise:

    • Close liaison with the protected person and their family.
    • Assist with the identification of the protected persons special needs and working in conjunction with them and their family to provide for such needs.
    • Careful investment of the settlement funds and an ongoing management of the investment portfolio, using independent expert advisors.
    • Receiving all income and paying all appropriate expenses and outgoings.
    • Budgeting and assisting in the management of every day financial and domestic matters.
    • Preparation of financial statements and taxation returns.
    • Preparation and lodgment of year end report for the Court.

    Financial security of our services is provided by insurances, which are scrutinized by the Court.

    We will always be pleased to give further explanation of the services we can offer.

  • Our Charges Explained

    We operate strictly on a fee for service basis and not on a commission basis. The situation of some protected persons is more complex to manage and their need for personal attention is much greater and accordingly the cost of looking after these Estates is more.

    We will always welcome the opportunity to discuss and estimate the initial and the ongoing costs of administering a Protected Estate.