Planning for the future is one of the most important steps you can take to protect your assets and provide peace of mind for your loved ones. We work closely with individuals and families to create solutions that safeguard their wealth during their lifetime and ensure their wishes are honoured after their passing.
We encourage early and thoughtful planning, helping our clients make informed decisions about their legacy and the people who matter most.
Our Services Include:
- Wills
Drafting clear, legally sound wills that reflect your intentions and protect your beneficiaries. - Family & Investment Trusts
Establishing and managing trusts to preserve assets, support family members, and achieve long-term financial goals. - Estate Planning & Asset Protection
Strategic advice to minimise risk, reduce tax exposure, and ensure your estate is distributed according to your wishes. - Trustee Services
Support and guidance for trustees in fulfilling their legal and fiduciary responsibilities. - Enduring Powers of Attorney (EPAs)
Preparing EPAs to ensure trusted individuals can make decisions on your behalf if you’re unable to do so. - Memorandum of Wishes & Gifting
Helping you express your intentions and manage the transfer of assets during your lifetime. - Probate & Letters of Administration
Assisting executors and administrators with the legal process of managing and distributing estates.
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News & Articles
Drink Driving Charges on a Temporary Visa, Resident/Permanent Resident Visa in NZ: How a Discharge Without Conviction Can Save Your Future
A drink driving conviction on a temporary visa in New Zealand can severely impact your immigration status, but you can seek a Discharge Without Conviction under Section 106 of the Sentencing Act 2002 to protect your future.
READ MOREProtecting Your Assets with a Section 21 Agreement
For many New Zealanders, entering into a committed relationship also means combining financial lives. However, not everyone intends for all assets and wealth to be treated equally if the relationship later comes to an end. A Section 21 Agreement provides couples with the ability to make their own arrangements about property ownership and division, rather than relying on the default rules set out in law.
READ MOREProbate and Estate Administration in New Zealand: What Happens When Someone Dies?
When a person dies, their assets and debts need to be identified, managed and eventually distributed to the people who are entitled to them.
READ MORE