Get your affairs in order.
Without the overwhelm.
Family trusts, wills, and enduring powers of attorney. We’ll help you sort it all out so your wishes are clear and your family’s protected.
Nobody loves talking about this stuff. But it matters.
Estate planning is one of those things that’s always “on the list” but never quite gets done. And we get it – thinking about what happens when you’re no longer around isn’t exactly a fun afternoon.
But here’s the reality: without a proper plan in place, your family is left making hard decisions at the worst possible time. A good estate plan takes that weight off them.
We make the process straightforward, handle the paperwork, and explain everything along the way so you actually understand what you’re signing.
The pieces that make up a solid estate plan.
Family Trusts.
A trust can protect your assets, manage how they’re distributed, and provide structure for your family’s financial future. We’ll help you set on up properly and keep it compliant.
Wills.
A clear, legally sound will means your wishes are followed. We’ll draft yours, make sure it covers everything, and store it safely.
Enduring Powers of Attorney.
If you’re ever unable to make decisions for yourself – whether about your finances or your health – an EPA ensures someone you trust is in charge. We’ll help you put the right people in the right roles.
What managed investment looks like with us.
Because we also manage investments, insurance, and accounting, your estate plan doesn’t exist in a vacuum. Your trust aligns with your investment portfolio. Your will reflects your actual asset position. Your insurance and your EPA work together.
That’s the advantage of having everything under one roof. The pieces fit together because the same team is looking after all of them.
The best time to sort this was years ago. The second best time is now.
We’ll make it as painless as possible. Get in touch and we’ll walk you through what needs to happen.
Unit 4, 67 The Strand
Quayside Apartments
Whakatane 3120
Ph: (07) 308 8113
Office Hours
Monday - Thursday 9am - 4pm
Friday 9am - 3pm
