Managing Family Trusts & Estate Planning

Rental Property Investment

With the right advice and guidance, the purchase of a rental property is a great investment and a good income generator down the track. With our years of experience in the industry, you can be confident that we will help to make sure that you are getting the best deal possible. If you are weighing up the option of investing in residential or commercial rental properties in New Zealand, then you should give us a call today so we can help to guide you toward the best purchase for you.


Family Trusts Accounting and Administration

A trust provides a valuable way of protecting the assets you have accumulated for you and your family. Our extensive experience with family trusts enables us to offer expert advice on all statutory requirements. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We have invested in I-Trust which provides comprehensive documents and tools to ensure your trust is robust and will achieve what you want from it.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind. For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity. For investors, we can make sure your estate is distributed according to the terms of your will and that all taxes are accounted for.

Succession Planning

If you own a business, a plan for succession of ownership is essential. Coordinating the transition of your business to your successors can be an arduous process – even if it is going to be handed over to a family member or employee. If you decide to sell the business to competitors or sell on the open market, we are experts at grooming businesses for sale. We can help make your business more desirable for potential purchasers and maximise the value of your business.

Call us today for a chat, as your trusted advisor we will walk you through everything you need to do to ensure that your assets are protected and you are creating wealth for your future.