Setting up a trust? New Zealand leading Trust company professionals, Trustees Executors Limited.

 
 

Trustees Excutors

Private Wealth Team

Contact a Private Wealth specialist in your nearest region today.
You can call free to any of our team on 0800 Trustees (0800 878 783)

 

Auckland and Northland
 

Authorised Financial Advisers specialising in financial planning and investments: For Trusts, Wills and Estates contact:
   


David Rendell
Private Wealth Adviser

 

Phone: (09) 308 7148
Mobile: 021 310 083

 


 

Email: david.rendell@trustees.co.nz


Swee Han Lim
Trust Manager

 

Phone: (09) 308 7148
Mobile: 021 310 086

 

 


Email:
sweehan.lim@trustees.co.nz

  

 

Bay of Plenty and Waikato

Authorised Financial Advisers specialising in financial planning and investments:

 

For Trusts, Wills and Estates contact:


Ross Sheerin
Private Wealth Adviser

 

Mobile: 021 439 485

 

 

 


Email:
ross.sheerin@trustees.co.nz


Swee Han Lim
Trust Manager

 

Phone: (09) 308 7148
Mobile: 021 310 086

 

 


Email:
sweehan.lim@trustees.co.nz

 

 

Wellington

  

Authorised Financial Advisers specialising in financial planning and investments:

 

 


Helen Chapman
Private Wealth Adviser

 

Phone: (04) 495 0976
Mobile: 021 310 087

 

 


Email:
helen.chapman@trustees.co.nz


Gary McFadyen
Private Wealth Adviser

 

Phone: (04) 495 0793
Mobile: 021 791 824

 

 


Email:
gary.mcfadyen@trustees.co.nz

 

For Trusts, Wills and Estates contact:
 


Kos van Lier
Trust Manager

 

Phone: (04) 471 6760
Mobile: 021 490 085

 

 


Email:
kos.vanlier@trustees.co.nz


Nicole Cam
Trust Manager

 

Phone: (04) 471 6761
Mobile: 021 266 9506

 

 


Email:
nicole.cam@trustees.co.nz

 

Christchurch


Authorised Financial Advisers specialising in financial planning and investments:
 


Vernon Phillips
Trust Manager

 

Phone: (03) 357 3603
Mobile: 021 310 082

 

 


Email:
vernon.phillips@trustees.co.nz

 

 

For Trusts, Wills and Estates contact:
 


Vanessa Garrod
Trust Manager

 

Phone: (03) 357 3601
Mobile: 021 288 5062

 

 


Email:
vanessa.garrod@trustees.co.nz


Jacqui Shephard
Trust Officer

 

Phone: (03) 357 3602

 

 


 

Email: jacqui.shephard@trustees.co.nz

 

Dunedin and Invercargill


Authorised Financial Advisers specialising in financial planning and investments:
 


Craig McAuliffe
Trust Manager

 

Phone: (03) 479 3682
Mobile: 021 490 060

 

 


Email:
craig.mcauliffe@trustees.co.nz

 

 

For Trusts, Wills and Estates contact:
 


Mark Hendry
Trust Manager

 

Phone: (03) 471 4377
Mobile: 021 487 151

 

 


Email:
mark.hendry@trustees.co.nz


Ray Monson
Trust Officer

 

Phone: (03) 479 3681
Mobile: 021 467 207

 

 


Email:
ray.monson@trustees.co.nz

 

 

Regions

 

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Get in touch

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 to discuss your needs, contact a Private Wealth specialist today and take control of your financial future.

 

Call 0800 Trustees
(0800 878 783)

 

Contact an adviser in your region
Or Email
privatewealth@trustees.co.nz

 

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