Estate Planning
Protect your assets,protect your family's future
MAKE YOUR WISHES CLEAR,
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.
OUR ESTATE PLANNING PARTNER
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.
FINANCIAL MIGRATION GROUP SERVICES
We offer a range of related financial services including Investment Planning,
KiwiSaver, Personal Insurances , Mortgages & International Taxation Advice.
MORTGAGES
Buying a new house doesn’t need to be stressful, even if you have just emigrated. Our home loan team can help.
INVESTMENT PLANNING
We’ll help you plan for the future and
invest the right way, with sound, tailored
advice from our expert team.
FOREIGN EXCHANGE
We can assist you with your Foreign
Exchange making the transition to
New Zealand easy and stress free for you.
INSURANCE
Life, health and disability income
protection insurance are all essential if you want to protect your new lifestyle
in New Zealand.
KIWISAVER
KiwiSaver is a government superannuation scheme, unique to New Zealand. You choose how your money is invested with our help.
TAXATION ADVICE
We provide you tax guidance to manage your affairs before leaving the UK help to maximise your transitional tax residency period in New Zealand.