Trustees Executors Limited

24/04/2024

On behalf of all of us at Trustees Executors, Trustees Fund Administration, and Trustees Corporate Supervision, we are taking today to commemorate the service and sacrifice of all Australians and New Zealanders who have served in wars, conflicts, and peace operations. Thank you for all you do to serve your country.

At the going down of the sun, and in the morning, we will remember them.

19/02/2024

Think of your Will as a roadmap for your legacy. It lays out your wishes for your assets, ensures your loved ones are cared for, and minimises confusion and conflict during an emotionally charged time. Yet, just like that treadmill gathering dust in the corner, our Wills tend to become neglected companions, outdated and ill-equipped to handle the twists and turns life throws our way.

So, we're past the new year, new me, but we aren't past the new year, new Will.

Check out our Will options available through our Trustees Private Wealth services
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18/02/2024

Well done to the Trustees Te Whanganui-a-Tara Wellington team who walked, jogged, and ran their way 'round the bays' yesterday, raising money for something close to our hearts - mind health for our tamariki/children programme, brought to schools by Southern Cross.

14/02/2024

Roses are red,
Violets are blue,
Investing is a gift,
That is good for you!

Financial investing is a way to grow your wealth, setting yourself up for financial freedom and success. Our private wealth advisers are here to help you on your journey http://tinyurl.com/3uafkbpf

09/02/2024

We at Trustees Executors would like to extend our warmest greetings to you this Chinese New Year. This year marks the year of the Dragon, which is a symbol of strength, courage, and good fortune.

At Trustees Executors, we strive to promote good fortune by fulfilling our purpose of growing and protecting assets for successful futures. Our various divisions including Private Wealth, Fund Administration, and Corporate Supervision, work diligently to protect, build, and grow individual and family wealth, foster wealth creation through administration solutions, and provide critical services to corporate financial market organisations.

We always keep our clients' financial needs in mind, and we are committed to providing them with the best possible services. Here's to a prosperous year ahead!

08/02/2024

Our Trustees Private Wealth team are Trustees for a range of Charitable Trusts through Aotearoa New Zealand, including The Kingston Sedgfield (NZ) Charitable Trust.

We heard from one of the The Kingston Sedgfield (NZ) Charitable Trust who has received a $5,000 grant to support young people in Otago.

Starting the journey towards recovery from an eating disorder can be daunting. However, Recovered Living NZ, a non-profit residential facility located in North Canterbury, offers hope, healing, and the unwavering belief that recovery is possible. They are not a hospital; they are a home, so clients can get the experience of what it is like to do recovery in a home-like environment. As one client said, "Recovered Living is not like any other eating disorder recovery facility in New Zealand. It feels like home."

A grant from The Kingston Sedgfield (NZ) Charitable Trust is very much appreciated as it will assist us in delivering our all-encompassing 24/7 residential programme that will help and support young individuals recover from their eating disorders.

Read more about the incredible charities we are Trustees for here https://www.trustees.co.nz/private-wealth-services/charities/our-charities/

05/02/2024

Your financial future, your way!

At Trustees Private Wealth, we have Private Wealth Advisers who are certified Financial Advisers.

They're here to help New Zealanders in building their wealth with tailored investment portfolios designed to their values and financial goals.

You work hard for your money, let us make that money work hard for you. Find out more: http://tinyurl.com/3uafkbpf

24/01/2024

"People work hard to earn their money, and I believe in supporting my clients to make their money work hard for them." - Chris

We are pleased to welcome Chris Dilks, Financial Adviser, to our Trustees Private Wealth team. Based in our Tāmaki Makaurau Auckland office. Chris is here to support Kiwis across the North Island as their private wealth adviser, helping his clients in their financial goals and make their hard-earned money work hard for them in return.

If you've been considering starting, or growing, your investment portfolio, give Chris a call or email to organise a complementary consultation.

+64 800 878 783 | [email protected]

Chris Dilks is a Private Wealth Adviser and a certified Financial Adviser. Chris is based in our Trustees Private Wealth Auckland office.

18/01/2024

Our team at private wealth is here to guide our clients in the ever-evolving market of socially responsible investment portfolios.

Our aim is to help our clients achieve their sustainability goals without sacrificing their investment framework. Our SRI portfolios align with our standard portfolios and are globally diversified, cost-effective, and based on academic investment strategies.

If you're considering establishing an investment portfolio, contact our private wealth team for a complementary consultation.

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15/01/2024

Whether you’re looking to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments, it's always best to work with a financial adviser, who will be able to use their expertise and knowledge to help you reach those goals.

If you're thinking of starting up, or building on your private wealth matters, have a chat with one of our team, available to meet with you for a complementary consultation today.

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12/01/2024

Plan ahead for your financial future, just like you plan ahead for your day, week, month, and year!

Get advice on managing your wealth, growing it and creating the lifestyle you want for you and your family. Check out our private wealth services for more information.

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