• Let us help you achieve peace of mind
    with Wills and EPAS.
  • We Understand the Importance of
    Planning for a Secure Financial Future.
  • Experts in Private Wealth
    Management Services
  • Helping Families Plan Their Financial Futures,
    For Over 134 Years.
Get in touch with our Private Wealth Advisers 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 Private Wealth Adviser on 0800 809 962 or email enquiries@trustees.co.nz

 

Head of Private Wealth
John Winch

John Winch
John has over 30 years’ experience in the financial services sector practicing predominantly in the pre & post retirement investment space. John has established & developed his own professional services business group in the UK – a boutique investment house, a chartered accountancy practice, an independent trustee company, a business consulting firm & a property company all of which continue successfully to this day. John accepted a new challenge in the south pacific & more recently has enjoyed successful positions with Kiwibank & Gareth Morgan Investments. John brings with him a wealth of truly international experience. 

 

Auckland

David Rendell

David Rendell
Private Wealth Adviser - Authorised Financial Adviser (AFA)

David has over 18 years of international work experience in the Financial Services industry and has been providing consultative advice to clients and businesses since 1998. Originally from the United Kingdom, David has worked with some of the world’s largest banks and building society’s providing investment and financial planning advice. David has been working with Trustees Executors since 2011. David is also a Certified Financial PlannerCM (CFPCM).

David prides himself on using his extensive financial knowledge, professionalism and easy going manner to allow clients to achieve their financial goals within an environment that best suits their needs. David will consult with you to ensure that he fully understands your needs and provides you with clear investment explanations and sound financial advice which will enable you to make fully informed decision. David is passionate about building long-term, productive client/adviser relationships which help his clients grow and protect their wealth. David is approachable and takes a solutions based approach to work and life.

A disclosure statement is available from your adviser on request and free of charge.

Bay of Plenty and Waikato

Ross Sheerin

Ross Sheerin
Private Wealth Adviser - Authorised Financial Adviser (AFA)

Ross brings to clients a diverse range of knowledge and experience. He has practiced for over 18 years as an investment adviser and financial planner helping clients with solutions to their financial goals and investment needs.

Ross is highly experienced member of the team and consistently demonstrates a clear and concise understanding of complex personal and financial situations. Ross is also a Certified Financial PlannerCM (CFPCM).

Ross is a specialist in helping investor migrants meet Immigration NZ investment requirements.

A disclosure statement is available from your adviser on request and free of charge.