• Experts in Private Wealth
    Management Services
  • Helping Families Plan Their Financial Futures,
    For Over 134 Years.
  • Faithfully Helping New Zealanders Secure their
    Financial Goals for Over 130 Years.
  • We Understand the Importance of
    Planning for a Secure Financial Future.
Get in touch with our Estate Planning Team Today

 

Our commitment is to ensure your long-term financial success through one-on-one service and an enduring relationship built on trust.

For more information about any of our services or to arrange a complimentary consultation, please contact a Trust Manager or Trust Officer on 0800 809 962 or email enquiries@trustees.co.nz

 

Contact the Private Wealth Team nearest your location on the following map:

Auckland and Northland
Megan Baker

Megan Baker
Trust Manager

Megan has over 30 years’ experience in financial services, with a background in investments and Private Banking. Megan is an Authorised Financial Adviser (AFA) and holds relevant tertiary qualifications including an MBA.

Nazir Ahmed

Nazir Ahmed
Trust Officer

Nazir has 10 years’ experience in the trustee industry specialising in trust and estate management. Nazir provides estate planning services including the writing of wills, establishing enduring powers of attorney and trusts, along with trust and estate administration. Nazir has a Bachelor of Commerce & Management degree as well as a Bachelor of Laws degree. Nazir is also a Barrister and Solicitor of the High Court of New Zealand with a current Practising Certificate.