A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We are able to review the complete picture of your business and personal interests and determine whether a trust is beneficial to you. We will discuss the advantages and disadvantages of a family trust and where it fits into your particular needs.

We work closely with a number of legal firms in this area and will introduce you to one of these firms and assist with the initial set-up processes. We will also coordinate the preparation and signing of the all the legal documents such as the trust deed, power of appointments, wills etc.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will be invaluable.

We are able to:

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Trust administration
    • Minute keeping service
    • Asset management
    • Investment monitoring
    • Income distribution
    • Gifting Programme

We have a trustee services company which acts as the independent trustee for various trust. The company is available for your use.

Contact  either Martin or Kevin today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.


25 Willoughby Street, Paeroa 3600
6 Rosemont Road, Waihi

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07 862 8643
07 863 7372

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