RANGE OF SERVICES


OVER 160 YEARS OF COMBINED FINANCIAL PLANNING EXPERIENCE

 

Roxburgh Trust is committed to adding value for our clients, through holistic, personal & financial planning, and we pride ourselves on the experience we have across a wide range of products and services, including:

 
  • Estate planning
  • Retirement planning
  • Investment planning
  • Health care planning
  • Risk planning
  • Income protection
  • Life and disability assurance
  • Unit trusts
  • Offshore investments
  • Retirement annuities
  • Endowments
 
  • Living annuities
  • Preservation funds
  • Guaranteed investments
  • Managed share portfolios
  • Money market instruments
  • Provident and pension funds
  • Group life and income protection
  • Buy and sell agreements
  • Key man assurance
  • Contingent liability
 

Associated Services
  • Tax planning
  • Wills
  • Trusts
  • Short term insurance