• 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.
Living our Purpose and Values

Our Purpose and Values are the Foundation of our Success

Trustees Executors plays a vital role in working with people to protect their assets for a successful future for their families. This is our purpose and the reason we are here. 

The trust that our clients, communities and our people place in us and our high standards of ethical behaviour are fundamental to everything we do.

Our Code of Conduct defines how we conduct our business and holds us accountable to always "Do the Right Thing". It sets out the standards expected of everyone who works in our organisation, from our values and behaviours to key policies and guidelines to help our people in the decision making process. It also provides a roadmap on what to do if our people are faced with difficult situations and encourages them to speak up if they feel things aren't right or find themselves in a situation inconsistent with our values and behaviours.  

Committing to these principles means that at Trustees Executors we all work together, encourage collaboration and act with integrity, always. 

Download our Code of Conduct

 

Our values

 

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 878 783

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