• 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
Megan Baker

Megan Baker
Retail Client Services Manager & Authorised Financial Adviser

Megan has over 30 years’ experience in financial services, with a background in investments and Private Banking. Megan is an Authorised Financial Adviser (AFA) and holds relevant tertiary qualifications including an MBA.

Freddie van Niekerk

Freddie van Niekerk
Trust Officer

Freddie has over 30 years’ experience in the legal fraternity as a trust and estate management professional and holds a Bachelor of Laws degree. He joined Trustees Executors Limited in February 2018 in the role as Trust Officer providing personal trustee services, estate administration and other Private Wealth products and services to clients of Trustees Executors.