See what makes us a Better choice of Personal Trustee Services Provider
In the madness of modern life, managing the additional stress & anxiety of looking after a loved one faced with old age, a disability, family dislocations, or maybe with their passing, can be almost unbearable. You seek to be unburden, to be free of the stress and even guilt. You want peace of mind. We are here !
Rockwell Mutual is focused on helping make the world around us a better, happier place.
With the help of our tireless staff, our modern day client service approach and adoption of leading technology combined with our years of fiduciary focused trustee services experience we provide you and your family a better choice, in how to unburden yourselves when faced with the very complex and highly stressful circumstances faced when you or those who love you most, are not in a position to make the best decisions around their wellbeing.
We seek to offer a Better Choice of professional personal trustee company. One that acts solely in the interest of those under our care. One that has no commercial conflicts of interests, one that is born and bred with a fiduciary mind set and one that believes in true mutuality of outcome.
OUR SOLE FOCUS IS TO PROVIDE YOU AND THOSE UNDER OUR CARE WITH TOTAL PEACE OF MIND
No doubt you have considered other Trustee companies. If you look at them they are mostly all owned by very large complex financial service groups. Employees of those firms have an inbuilt bias towards managing any trust funds or referring work to or seeking advice from those within their own corporate group to maximise profits. Not Rockwell Mutual - we are beholden to no one other than those under our care. We solely act as a trustee, so we have no conflicts, no hidden agendas, no masters to serve only our clients and their families. We operate with true independence .
Being led by operating lawyers ( unlike the other trustee companies) with over 30 years of practice, we were born with the concept of acting only in the best interest of our clients. The principles of conflict of interests, paramount duties to clients, the need to act solely in their best interests to the exclusion of all else, means that acting as a fiduciary for our Rockwell Mutual clients is not second nature - its the only thing we know .
To us, Mutuality is characterised by empathy, collaboration, and equality.
We bring an unrivalled service mentality to those in our care. We treat them as we would treat our own family members. We depend completely on the strength of our relationships — with our clients and how we serve them and ensure their safety and security , their families and how we communicate with and update them, with our staff and how we reward them, our suppliers and how we respect them and the communities where we live and work and how we enhance them. We believe we will only achieve the best results if we are unselfish in these relationships.
In pursuit of this guiding principle, Rockwell Mutual has established a world's first Rockwell Mutual Beneficiary Profit Sharing model which provides every single client under our Fiduciary Personal Trustee and Specialist Disability Trustee services with an entitlement to an allocated proportion of the annual profits of Rockwell Mutual whilst under our care . This ensures that as we become more successful so do you , and not at the expense of you or our clients. There is simply no other trustee company in the world that takes the principles of Mutuality to this real tangible level.
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