• 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.
Media Centre

Monitoring Visits for MIS and Other Supervised Entities

Apr 29 2021
60
0
Monitoring Visits for MIS and Other Supervised Entities

Monitoring visits are an essential pro-active monitoring tool for a Licensed Supervisor to deploy on a regular basis. Through conducting monitoring visits, Licensed Supervisor Trustees Executors is able to gain evidenced assurances that its supervised entities are managing their risks effectively and at all times acting in the best interests of their investors. 

Building Confidence through Professional Financial Advice

Apr 08 2021
23
0
Building Confidence through Professional Financial Advice

Good financial advice encourages prudent investment, as well as greater and more confident participation in financial markets. The introduction of the Financial Services Legislation Amendment Act (FSLAA), not only aims to protect client interests, but overhauls the entire regulatory environment surrounding the financial advice industry to improve transparency, clarify the legal responsibilities of advisers, and make advice more accessible.

Tilting the Balance of Home Ownership

Apr 08 2021
29
0
Tilting the Balance of Home Ownership

Despite everything that's happened in 2020, house prices kept going up. The Government's recently announced housing legislation has been designed to "tilt the balance" towards first homebuyers, but many still fear that they’ll either miss out on low-interest rates, or that they’ll be priced out of the market. 

Keeping it in the Family - Inheritance Trusts

Apr 08 2021
96
0
Keeping it in the Family - Inheritance Trusts

Inheritance and estate planning are essential to help in the protection of your assets to ensure they reach your loved ones in the manner you intend. One way that you can help protect your family's inheritance is through the establishment of an inheritance trust. 

The End of Life Choice Act

Apr 08 2021
36
0
The End of Life Choice Act

The End of Life Choice Act comes into effect on 7 November 2021. Assisted dying is a highly controversial issue socially, and the legislation comes with a broad range of requirements and safeguards to ensure ethical use. However, it raises practical questions as well.

COVID-19 stirs regulator interest in liquidity risk

Mar 30 2021
57
0
COVID-19 stirs regulator interest in liquidity risk

The COVID-19 global pandemic has disrupted virtually every aspect of life since the first quarter of 2020, not least financial markets. Its advent has imparted renewed international impetus to financial market regulator research into liquidity risk management (LRM) as it affects managed funds (in New Zealand, managed investment schemes/MIS). 

COVID-19 Alert Level Update

Feb 28 2021
6
0
COVID-19 Alert Level Update

We're open for business but operating a little differently

Following the recent Government announcement that it's COVID-19 resposne will move to Alert Level 3 in Auckland and Level 2 for the rest of New Zealand, we want to provide yu with an update on our business operations.

Rethinking Cyber Security

Feb 25 2021
24
0
Rethinking Cyber Security

At Trustees Executors, we remain alert and aware of the threat that cybercrime poses to our sector, our clients, and the economy at large. Going forward, data security will necessarily become a more important factor for customers in choosing which businesses and organisations to engage with. More importantly, data security is essential in order to be a reliable business partner and to help facilitate your long-term financial goals.