• 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 878 783 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).

 

Kellie McKinstry Trust Manager

Kellie McKinstry 
Trust Manager

Kellie has over 20 years’ experience in the Legal and Trustee industries. She is an experienced Legal Executive, and has also worked in senior client advisory and team management roles helping her clients with their estate planning, management of financial affairs, property transactions and estate and trust administration. She loves this industry and particularly enjoys the relationships she is able to build with her clients while assisting them to ensure they have their affairs in order. Outside of work, Kellie enjoys family time with her husband and three young boys.