How the Trust can help

We expect that financial advisers, financial adviser professional and educational bodies, or organisations or businesses and their members with similar objectives will make applications to financially support initiatives like:

• financial literacy programmes provided by financial advisers and financial adviser groups to the public

• professional development programmes and conferences that deliver improvements in educational outcomes to financial advisers

• increased participation in professional associations by financial advisers to foster professional standards

• promotion and awareness of the benefits of personalised financial advice to the benefit of individuals, families, organisations, businesses and New Zealand society

• funding of research projects

• educational scholarships for financial advisers to increase their learning and development relevant to their profession.

The Trust may also work with and assist other organisations and charities which have similar purposes to the Trust.

Application Form

Applying for a Legacy Trust grant