Articles by The Professional Trustee Team
Just a Minute with Janet Today Janet discusses your money personalities, which one are you, do you spend money like a movie star or stash it away like Scrooge McDuck, find out by watching this short video. I hope you enjoyed my short video blog..Read Article
This is the first of many "Just a Minute with Janet' video blogs I will be sharing with you. My Video blogs will include lots of tips and valuable information on money, business, property, trusts, wills etc so keep tuned for each new Vblog. I..Read Article
Trustees have now been given fair warning – meet your legal liabilities and run the Trust under your stewardship as you should or risk liability and your Trust being deemed a sham. We've been advising our clients on this for years but the Commissioner has..Read Article
An Auckland family trust accountant is not surprised by moves to wind up the trusts of two fraudulent accounts, but says it is a rare move. JT Law's Jamie Grant has applied to the Wellington High Court to liquidate the TPS Asset Trust and TPS..Read Article
Now there's always at least 3 sides to a story but if the article in the New Zealand Herald is anything to go by, it would appear a family home and its contents was sold without potential beneficiaries being told. The facts as reported are..Read Article
Developing dollar$ and $ense in teenagers Over the last couple of months, I've made steady progress writing my second book called "Money 101". Just like my first book, it's a bit of a guide, only this time is on to how to handle the green..Read Article
Over the coffee cups recently my girlfriends and I started to discuss how our personalities affected the way we looked at things in the world. My Bestie said she thought I was one of the most black and white people she had ever met. The..Read Article
GOOD INTENTIONS For many of us, each New Year starts off with good intentions. We make New Year Resolutions and expand great energy in the first couple of weeks achieving our goals. Around February or March, our motivational levels dwindle and our every day lives..Read Article
Hi Salesh, I just wanted to send you an email on behalf of GRA to say how fantastic we have found your company to date. As you know, Ben and I joined GRA a couple of months ago and have just found you so amazingly helpful in getting our new property set up correctly and sorted out. We have what I would consider a rather complicated structure as a result and it’s a fantastic feeling to know that we are getting everything done in the best way possible. We have just had approval to put a minor dwelling on the property which will make a massive difference in terms of cash flow and obviously value, something we would never have even thought of without GRA and which we are very excited about. During the buying process we attended a seminar with Matthew and from the outset thought he was fab. We therein signed up for property school and found this nothing short of fantastic. The content was relevant, up to date and comprehensive, but more importantly it was taught in a way that we could actually understand and really get value out of. I wanted to mention also, that everybody GRA have recommended to us has been just so efficient and absolute masters at what they do. A wonderful network of people that we feel very lucky to now be able to call on. From Kris Pederson and Bryan Rist who put our mortgage together to the insurance guys they then referred us to, I’m super impressed. Within GRA, Ellery has probably turned things around for us faster than I’ve ever known before, something which we appreciated so very much when it came to crunch time. She’s always a pleasure to deal with and again, we’re stoked. We’ve just settled on the property today and are about to go and get the keys. I’m pretty pumped and hence this email is probably rather excitable. So, a massive thank you to you Salesh, the partners for such a fabulous 6 weeks at property school and everyone at GRA for their help. May this be the start of our property empire. Thanks again, - A & B - July 2015
If you're investing in residential property, seeking to maximise your ability to succeed and minimise risk, then this is a 'must read'.
Matthew Gilligan provides a fresh look at residential property investment from an experienced investor’s viewpoint. Written in easy to understand language and including many case studies, Matthew explains the ins and outs of successful property investment.