Resources & FAQs
What Is a Fiduciary?
A fiduciary is a person or organisation that is legally and ethically obligated to act in the best interest of another party — the client. This is the highest standard of care recognised in law and finance.
Unlike ordinary financial advisors who may recommend products that earn them commissions, a fiduciary must prioritise your interests above all else — including their own. At Mariner Fiduciary Partners Limited, fiduciary duty is not just a legal obligation; it is the foundation of everything we do.
Fiduciary & Financial Terms Explained
Understanding the language of fiduciary and financial services helps you make better decisions for your wealth.
Trust Administration
A legal arrangement where a trustee holds and manages assets on behalf of beneficiaries according to the terms of a trust deed. Ensures assets are protected and distributed as intended.
Estate Planning
The process of arranging for the management and disposal of your estate during your lifetime and after death — minimising taxes, avoiding probate, and ensuring your wishes are honoured.
Wealth Management
A comprehensive advisory service combining investment management, financial planning, tax strategy, and estate planning to grow and preserve wealth across generations.
Probate
The legal process of validating a deceased person's will and administering their estate. A well-structured estate plan can significantly reduce the time and cost of probate.
Asset Protection
Legal strategies to protect your assets from creditors, lawsuits, and other risks — using structures such as trusts, holding companies, and insurance instruments.
Succession Planning
A strategic process for identifying and developing future leaders or heirs to ensure the continuity of a business or family wealth across generations.
Frequently Asked Questions
Answers to the questions we hear most from clients and prospective clients.
Our Client Engagement Process
Initial Consultation
A confidential, no-obligation meeting to understand your needs, goals, and current financial situation.
Needs Assessment
We conduct a thorough review of your financial position, objectives, and risk profile to design the right solution.
Tailored Strategy
We develop a bespoke fiduciary or financial strategy aligned with your specific goals and circumstances.
Ongoing Partnership
We implement, monitor, and continuously review your plan — adapting as your life and the market evolve.
Have More Questions?
Our team is ready to answer any questions you have — in complete confidence and with no obligation.
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