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Estate Planning

Protect your assets,
protect your family's future


A Will contains instructions about what you want done with your property when you die and how you want your dependents (partner, children, etc) to be looked after.

Once you die, everything you own, and everything you owe, is called your Estate. A Will is a very important document and everyone needs a Will to ensure that their wishes in relation to their estate are adhered to if they die. A Will allows you to provide for people, such as friends who would not be entitled to anything from your Estate if you died without a Will.


We work closely with Perpetual Guardian who provide hassle-free and affordable ways to set up a trust that is tailored to your needs. They are registered tax agents with Inland Revenue and their service is simplified, making the process of setting up a trust and organising your Will easier than ever before.


 We offer a range of related financial services including Investment Planning,
KiwiSaver, Personal Insurances , Mortgages & International Taxation Advice.

COVID-19 Alert

As per the mandatory closure of non-essential businesses during the level 4 lockdown implemented by the New Zealand Government at 11:59pm on Tuesday the 17th of August, our offices will be closed from Wednesday the 18th of August.

We will reopen as soon as possible inline with government announcements. If you have an appointment with us over this period a member of our team will be in touch to reschedule.

We thank you for your patience during this time and will provide more information as it becomes available to us. Please stay safe.

The Financial Migration Group Team