• 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.
Get in touch with our Private Wealth Advisers 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 Private Wealth Adviser on 0800 878 783 or email enquiries@trustees.co.nz

 

Auckland

David Rendell


David Rendell
Private Wealth Adviser - Authorised Financial Adviser (AFA)

David has 20+ years of international work experience in the Financial Services industry and has been providing consultative advice to clients and businesses since 1998. Originally from the United Kingdom, David has worked with some of the world’s largest banks and building societies providing investment and financial planning advice. David has been working with Trustees Executors since 2011. David is also a Certified Financial PlannerCM (CFPCM).

David prides himself on using his extensive financial knowledge, professionalism and easy going manner to allow clients to achieve their financial goals within an environment that best suits their needs. David will consult with you to ensure that he fully understands your needs and provides you with clear investment explanations and sound financial advice which will enable you to make fully informed decisions. David is passionate about building long-term, productive client/adviser relationships which help his clients grow and protect their wealth. David is approachable and takes a solutions based approach to work and life.

Bay of Plenty & Waikato

Ross Sheerin

Ross Sheerin
Private Wealth Adviser - Authorised Financial Adviser (AFA)

Ross brings to clients a diverse range of knowledge and experience. He has practiced for over 18 years as an investment adviser and financial planner helping clients with solutions to their financial goals and investment needs.

Ross is highly experienced member of the team and consistently demonstrates a clear and concise understanding of complex personal and financial situations. Ross is also a Certified Financial PlannerCM (CFPCM).

Ross is a specialist in helping investor migrants meet Immigration NZ investment requirements.

 

 

 

Wellington

Chelsea Traver, CFA

Chelsea Traver
Investment Adviser - Authorised Financial Adviser (AFA), CFA

Chelsea has extensive experience in the financial services industry and assists clients with their investment and KiwiSaver needs. She works with people who have a financial goal and want help getting there. These can be individuals, couples, charities and trusts. Chelsea also has experience working with clients who are relatively new to investing because she’s a big believer in the importance of putting financial concepts into plain language to give people piece of mind about how their money is being invested. She has a particular interest in Socially Responsible Investing (SRI) and helping women to become more confident investors.

While Chelsea is originally from Oregon in the United States she permanently moved Wellington in 2015. She started out in the Investment team at Trustees Executors and still manages clients Cash and Fixed Interest assets. Chelsea really enjoys being a part of the investment process and it gives her a unique perspective on how to best structure clients assets. Chelsea also is a CFA® charterholder and has a Bachelor of Business Administration. 

 

Christchurch

Ann Morrell
Private Wealth Adviser - Authorised Financial Adviser (AFA)

Ann was raised in Christchurch and has over 30 years’ experience in the financial services sector.

Ann completed a Post Graduate Diploma in Personal Financial Planning at Massey University in 2002, and holds the Certified Financial Planner (CFPCM) designation. With the introduction of the Financial Advisers Act, Ann has also completed the necessary requirements to be registered with the Financial Markets Authority as an Authorised Financial Adviser (AFA).

Outside of work Ann and her partner, Greg, are kept busy on their 8 acre lifestyle block west of Christchurch, with their dog and cat. In their spare time they are keen motorcyclists - Ann rides a Honda VTR1000 - and enjoys many rides around Canterbury. She is also an avid follower of Motorcycle racing both in NZ and overseas.

Dunedin & Invercargill

Mark Hendry

Mark Hendry 
Private Wealth Adviser - Authorised Financial Adviser (AFA)

Mark has over 30 years’ experience in the financial services sector practising in investments, asset protection and estate planning. Mark is an Authorised Financial Adviser (AFA) and holds relevant tertiary qualifications. Mark worked in treasury and broking roles for two banks, two stock brokers and a fund manager during the first 15 years of his career building significant hands on investment experience in that time.

Over the last 18 years Mark has turned his attention to advice for individuals and their families. Employed by Trustees Executors since 2004 Mark has significant experience in estate planning, estate and trust establishment and administration of these. Mark’s areas of specialty are financial planning, investments, asset protection and estate planning.

Mark's aim is to develop enduring relationships with his clients and to provide effective, trusted advice and solutions.