Every Kiwi should make a will and have a say in how your estate should be distributed. Start yours online today to ensure the people and things you love are taken care of after you’re gone.
There’s a lot to think about when a loved one passes away; let us make it a little simpler for you. Find resources and support for after someone has died.
If something prevents you from managing your own affairs, or you simply want someone to do it for you, a trusted EPA can make decisions on your behalf.
A trust supports the people or causes you care about after you’re gone. Look into creating a prepaid funeral trust, charitable trust, family trust or inheritance trust.
Independent, licensed supervision for regulated products and managed investment schemes. Comply with all obligations under the guidance of collaborative experts.
If you are experiencing (or likely to experience) serious illness or significant financial hardship, you may be eligible to withdraw part or all of your KiwiSaver balance.
Tailored solutions for investment managers, asset managers, and managers of participatory schemes. Secure your transactions and settlements with a proven team.
If you’d like more information about activating a will, estate administration, or have any other questions, we’re here to help.
Our team of experts are passionate about helping people to create, protect, and manage their legacies. Talk to a team near you today.
Level 3, 205 Great South Road, Greenlane, Auckland (Googlemap)
6 Alderman Drive, Henderson (Googlemap)
Level 1, Building 5, The Crossing, 62 Highbrook Drive, East Tamaki, 2013 (Googlemap)
12 Tamariki Avenue, Orewa (Googlemap)
Level 2, 507 Lake Road, Takapuna (Googlemap)
If you have feedback about our services, if you’d like to share your appreciation of the service you’ve experienced or if you feel we have let you down in some way, we’d love to hear from you.
Call us on 0800 371 471Email us on [email protected]