Estate planning scale Public Trust is New Zealand’s largest provider of estate planning and management services with a long history since 1873 and over 2.3 million people helped, signaling a broad market reach and potential upsell opportunities in wills, EPAs, and estate administration for individuals and families.

Digital transformation Recent launch of a digital system for KiwiSaver early withdrawal applications (Dec 2025) indicates a mature push toward online services; sales motions can leverage opportunities to cross-sell digital-enabled estate and trust services to digitally engaged clients and charities seeking streamlined administering processes.

Investment capability An Investments team managing around $1.2 billion for charities, estate beneficiaries and students presents a cross-sell path to offer tailored charitable trusts, investment solutions, and governance services to funders, beneficiaries, and nonprofit clients.

Corporate trust footprint Corporate Trustee Services oversight and custody roles suggest demand for professional governance, compliance, and fiduciary services among NZ businesses; potential upsell of corporate trustee, compliance support, and custody solutions to corporate clients and SMEs seeking trusted governance.

Financial leadership Senior appointments in finance, risk, and investments (CFO/Head of Investments and risk leadership) signal a strategic push and stability; outreach to financial decision-makers could position Public Trust as a partner for risk-managed estate and charitable fund administration as organizations seek robust governance frameworks.