At Trustees Private Wealth, we understand that wealth is more than just money. It means something different to each one of our clients. 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 experts at creating stable streams of income for clients in retirement, be this now or at some time in the future. Our tailored financial plans and portfolios take into account personal aims and preferences, making sure returns are balanced against prudent levels of risk.
Our Trustees Private Wealth financial advisers listen carefully and keep in touch regularly to ensure your money is working for you through the right type of investments and ownership structures and responding to change as your needs vary and as the economic environment fluctuates.
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.