There’s a lot to think about when it comes to setting out your financial goals. Whatever your stage in life, there are three key aspects to consider: building your wealth, protecting your wealth and eventually passing it on.
With one of the largest professional teams in the business, Trustees Executors has established itself as a market leader for supervisor and trustee services for corporate financial market participants.
We are uniquely placed in the market and are the only provider of both trustee and back office “bundled” services in New Zealand. The breadth of our trustee and investment administration services capabilities provides considerable benefits to our clients, enabling them to focus on their core expertise while we build and manage their back office operation.
Investment and Retirement Planning and KiwiSaver
Ensuring your assets are passed on according to your wishes
Who will make important decisions on your behalf when you are no longer able to?
A powerful estate planning tool, enabling you to protect and preserve your assets
At Trustees Executors Private Wealth, our team of experts will help you plan for your financial future. We believe that implementing and maintaining a wealth strategy is essential to keeping you on the path to financial freedom and security.
We are NZ’s oldest Trust Company
We have been helping people build financial futures since 1881. We can offer you consistency, longevity and above all trust.
We are professional and impartial
Whether we are acting on your behalf or advising how to build and protect your wealth, your best interest is at the centre of our thinking.
Experts in Private Wealth Management
Our Private Wealth team is highly experienced and we can offer a range of services specifically tailored to your circumstances. Ours is a truly personalised service to meet your goals.
We will be accountable
It is our business to help you achieve peace of mind.
Our Clients are our focus
Because all we do is look after your assets, we are able to bring our years of experience to assist you with your individual needs.