• 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

Wellington
Susan Wingham

Susan Wingham
Trust Manager

Susan has over 30 year’s experience in the Trust Industry and specialises in trust administration and high level estate planning. During her professional career Susan has worked for a number of Professional Trustee Companies and one of New Zealand’s largest Private Family Office’s. Along with trusts, Susan brings a comprehensive knowledge of relationship issues, tax and company structures. Susan is also an Authorised Financial Adviser (AFA).

 

Matthew Linley

Matthew Linley
Trust Officer

Matthew has been part of the team at Trustees Executors Limited Central Branch for the past 4 years. His role sees him providing specialist advice to our clients as well as completing the daily administration of estates and Family Trusts. Having been in the trustee industry for over a decade, Matthew brings a broad range of knowledge and understanding of complex personal situations.