• 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

Dunedin and Invercargill
Craig McAuliffe

Craig McAuliffe
Trust Manager

Craig’s experience in financial services ranges over 38 years working for trustee companies including 24 years with Trustees Executors. He is also a Financial Adviser. Craig has considerable knowledge of the trustee industry and understands how good estate planning strategies can help clients achieve their desired outcomes.

Craig specialises in estate and asset planning and his background and qualifications help him understand the complexities of estate planning and enables him to give clients professional and technical advice that best suits their needs.

Craig has built many long term relationships with his clients assisting them to grow and protect their wealth.

Mark Hendry

Mark Hendry
Trust Manager

Mark has over 30 years’ experience in the financial services sector practicing in investments, asset protection and estate planning. He is also a Financial Adviser. 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.

Katya French

Katya French
Trust Manager

Katya has 20 years in legal and asset planning/protection sectors. Having worked in Europe for large international legal firms, Katya’s career continued in New Zealand for an international trustee company.

Katya has a working knowledge of local and international structures, such as trusts, foundations and companies. She is a qualified Legal Executive and holds a Bachelor of Business Administration with specialty in Financial management, Advanced Diploma in ‘Trusts creation and administration’ (Society of Trust and Estate Practitioners). 

Katya would be happy to advise you on setting up your trust, establishing of wills, and Enduring Powers of Attorney (EPA). One size does not fit all; proper analysis and planning are vital for smooth running of structures in the future.