• 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

Kellie McKinstry Trust Manager

Kellie McKinstry 
Trust Manager

Kellie has over 20 years’ experience in the Legal and Trustee industries. She is an experienced Legal Executive, and has also worked in senior client advisory and team management roles helping her clients with their estate planning, management of financial affairs, property transactions and estate and trust administration. She loves this industry and particularly enjoys the relationships she is able to build with her clients while assisting them to ensure they have their affairs in order. Outside of work, Kellie enjoys family time with her husband and three young boys.


Douglas Makinson
Trust Manager

Douglas has extensive experience in the Trust and financial services industry. He most recently spent a number of years providing Wealth Management and Lifetime Planning Services to a group of high net worth clients. Douglas enjoys helping his clients plan for their financial future, and achieving their goal of providing financial security for themselves, and their family. Outside of work, Douglas also enjoys spending time with family and friends, travel, and road cycling which he took up several years ago.

Kellie McKinstry Trust Manager

Tyler Ward
Trust Manager

Tyler has been in the financial services industry for nine years, and has spent the last seven in the Trustee industry administering Estates, Trusts and Charitable Trusts. Her most recent role was providing key account management to a diverse and complex portfolio of Charitable Trusts.  Tyler is experienced in building relationships with clients to provide trusted advice that’s ensures their wishes are carried out during their life time and when passing. Outside of work, she enjoys spending time with her partner and young daughter and trying to teach her puppy new tricks!