Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Find out how Trustees Executors can help you, whether you are looking for funding from one of the charitable trusts we administer, or are looking to establish a legacy of your own.
We all want a secure financial future for ourselves and those we care about and where you turn for advice is one of the most important decisions you’ll make. Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Knowing you have taken the right steps to ensure your loved ones are cared for after you're gone is what estate planning is all about.
Talk with one of our Private Wealth experts who will work alongside you to help you make the most of our services.
There are many ways to grow and protect your wealth, and our skill is to help you understand your choices and create and implement a personal wealth strategy to suit your needs. It all starts with a plan.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
Expertise you need, service you deserve. As your trusted and independent licensed supervisor, we deliver our regulatory leadership through collaborative partnerships that protect the interests of your investors.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
Investing in your employees’ well-being is investing in your company’s success. Here are three reasons why: Boosted morale, increased retention and better productivity.
Trustees Executors, New Zealand’s first trustee company, has a long-standing reputation for safeguarding financial futures. With our wealth of experience and solid history, you can have confidence in our specialist services, which include Wills, Enduring Powers of Attorney, Trusts, Financial Advice and Investments.
We believe in providing peace of mind and financial security by guiding you through the process of planning, growing and preserving your assets, no matter what stage of life you are in. As a company, we value the well-being of our employees and understand the importance of a thriving and efficient workplace.
We offer an exclusive package that includes discounts on setup fees for Wills, Enduring Powers of Attorney, Trusts, Investment Advice and Portfolio Management. Take advantage of this offer today!
Financial Security - Life is unpredictable, and having a valid Will, Trust, and Enduring Power of Attorney ensures that your employees' assets are protected, and their wishes are carried out, providing peace of mind for them and their families. This is even more important now with the average KiwiSaver balances increasing as if your assets are over $15,000 and you don’t have a Will that complicates matters for your employee and their family.
Long-Term Planning - Investment Plans are crucial for building a strong financial foundation. By providing access to discounted Investment Plans, you empower your employees to plan for their long-term financial goals, such as retirement and education expenses.
Financial Literacy - Along with our services, we provide educational resources and guidance to help employees make informed decisions about their financial future.
Enhanced Employee Wellbeing - By offering our package, you demonstrate your commitment to your employees' holistic well-being, fostering a positive workplace culture and boosting employee morale.
Attractive Benefits Package - An additional employee benefit that goes beyond traditional offerings can set your organisation apart from competitors, making you a more desirable employer and aiding in talent acquisition and retention.
Productivity and Peace of Mind - When employees have their financial and legal affairs in order, they can focus better on their work, resulting in improved productivity and reduced stress levels.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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