Trustees Executors Limited

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.

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 Yet, just like that treadmill gathering dust in the corner, our Wills tend to become neglected companions, outdated and ill-equipped to handle the twists and turns life throws our way.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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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.

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

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/

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

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

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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We are here to help you reach your financial goals!

You can expect regular meetings and adjustments to your portfolio to keep you on track. We monitor your investments and provide detailed reports to keep you informed every step of the way.

Learn more - http://tinyurl.com/3uafkbpf

What is an Enduring Power of Attorney (EPA) and why is it important? Secure your future and protect your loved ones by appointing an attorney to make important decisions about your affairs in case you become unable to. Learn more about the benefits of creating an Enduring Power of Attorney (EPA) under the New Zealand Act of Parliament.

Read more, or contact our Private Wealth team to discuss further and book a consultation 0800 878 783
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Trustees Executors Limited Trustees Executors is a professional New Zealand Trustee Company providing a range of financial and

The EPA matters.�

Keep your affairs in order with our article on the importance of Enduring Power of Attorney.

http://tinyurl.com/4rczn4dm

Enduring power of attorney | Trustees Executors Trustees Private Wealth team is here to advise you on establishing an enduring power of attorney and the types there are

We understand that wealth is personal, and we're here to help you achieve your goals. Our tailored financial plans and portfolios are designed to balance returns against risk, so you can enjoy a stable income in retirement and take advantage of new opportunities as they arise. We keep in touch regularly to ensure that your investments are working for you, and we're always ready to adjust our strategies as your needs change.

Find out more - click the link!
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Trustees Executors Limited Trustees Executors is a professional New Zealand Trustee Company providing a range of financial and