“New Zealanders are facing into post pandemic economic headwinds, including volatile markets, increasing inflation and rising interest rates,” Trustees Executors chief executive Ryan Bessemer says.
“These are challenging times, especially for retirees on fixed incomes and for Kiwis who are planning for their retirement. More than ever our customers want one-on-one professional advice, so we felt the time was right to have a bricks and mortar presence in Tauranga to meet their needs.”
The new office is headed up by Tauranga locals Ross Sheerin, an experienced Private Wealth Adviser, and Trust Manager, Sera Vercoe who manages the family trust and estates practice.
Bessemer said Trustees Executors was well placed to meet the growing demand for professional advice from local clients, many of whom have complex financial structures involving trusts and estates and even multiple businesses.
“These clients are not being well served by the large advisory and legal firms who tend to focus more on a client’s portfolios rather than having holistic conversations which explores what the investments are for, and who should own the assets.
“Investments, retirement planning and estate planning are a means to an end, so it makessense to understand what a client wants to achieve and tailor our advice accordingly.”
High net worth clients will also be able to access a family office service from Trustees Executors covering wealth advice, inheritance planning, accounting and tax advice.
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