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Articles by The Professional Trustee Team

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What are your Money Personalities Part 1

by The Professional Trustee Team 17 Jan 13

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..

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How to Pay your Credit Card Debt off Quickly

by The Professional Trustee Team 15 Jan 13

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..

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Trust Shake Up

by The Professional Trustee Team 21 Nov 12

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..

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Could Your Trust be Wound Up Without You? Janet Xuccoa Interview by the National Business Review

by The Professional Trustee Team 31 Aug 12

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..

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Necessity of Wills and Memorandom of Wishes

by The Professional Trustee Team 21 Jun 12

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..

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Developing Dollars and Sense in Teenagers

by The Professional Trustee Team 20 Apr 12

Whilst the world has changed over the centuries, one thing remains the same: teenagers are subject to lots of peer pressure. Pressures to appear cool, to have the right clothes, to listen to the right music, to be seen in the right places, even to..

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How to Attract Money Honey

by The Professional Trustee Team 17 Apr 12

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..

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Good Intentions

by The Professional Trustee Team 24 Feb 12

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 everyday lives take over. Needless..

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Interest In Interest Rates

by The Professional Trustee Team 22 Feb 12

It seems to me everyone is talking about interest rates at the moment. I've been catching snatches of conversation on trains, planes and restaurants. The topic has featured heavily on TV and in newspapers. Dinner with friends at my home on Saturday night was no..

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Testimonials

Hi John, I just wanted to say a huge thank you for sitting down with me the other day to do the review. I learnt so much from this time with you and its really giving me some good things to consider with moving forward - Sam, October 2018

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