Estate Planning

Protect your assets,
protect your family's future

MAKE YOUR WISHES CLEAR,
LEAVE A WILL

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.

Freephone 0800 42 1966

OUR ESTATE PLANNING PARTNER

We work closely with MYNZ Trust 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.

FINANCIAL MIGRATION GROUP SERVICES

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