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.
Ann is a Financial Adviser who joined Trustees Executors as a Private Wealth Adviser in 2017. She has over 35 years’ experience in the financial services sector across a variety of roles for a major bank, most recently as a Private Banker. Ann has developed long, trusted relationships with many of her clients spanning both decades and generations, not only providing advice, but developing their financial literacy along the way.
Ann is a specialist in helping women take control of their financial futures. She takes the time to listen and understand her clients’ long term goals and objectives, the challenges they may be facing in their lives and their personal preferences in their investments. Ann then builds a diversified range of investments that help deliver long term growth, income and/or wealth preservation.
She completed a Post Graduate Diploma in Personal Financial Planning at Massey University in 2002, and holds the Certified Financial PlannerCM (CFPCM) designation and has been awarded the “Trusted Adviser” mark by Financial Advice New Zealand.
Outside of work Ann and her partner, Greg, are kept busy on their 8 acre lifestyle block west of Christchurch, with a variety of animals. In their spare time they are keen motorcyclists enjoying many rides around Canterbury.
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.
Copyright © 2024 Trustees Executors Limited – All Rights Reserved. No information or material can be copied or distributed without our express permission.