• 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

 

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

Auckland and Northland
Jeanne Wright

Sharleen Te Runa
Trust Manager

 

Sharleen joined the Trustees Executors’ team in May 2019, from a large Trustee company where she was predominately focussed on managing Estates and Trusts and helping clients with their estate planning and management of their financial affairs.  Sharleen has a Bachelor of Laws and Bachelor of Arts degrees and was admitted to the High Court of New Zealand as a Barrister and Solicitor in 2015.    Sharleen is passionate about building strong relationships with her clients and has experience from both a planning and administration perspective to draw on when helping you to plan for your future.