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The Low Down on New Gifting Rules

by The Professional Trustee Team 26 Oct 11

When it comes to giving, they say it's the thought that counts.  Unfortunately, not many people apply this truism when it comes to gifting to the Family Trust.  I expect lots of New Zealanders will, in the next little while, rush in where angels fear..

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The Art of Marketing in Business

by The Professional Trustee Team 25 Oct 11

Marketing can take a day to learn but a lifetime to master. Harry Beckwith In my last blog I focused on people, relationships and selling.  This time round, I thought I'd give you a couple of nuggets on the science and art of marketing.  More..

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The Art of Making Money in Business

by The Professional Trustee Team 08 Sep 11

Recently someone asked me what were the secrets for running a successful business?  At first I thought the answer was obvious.  Successful businesses make money.  But in order to make money, what are the fundamentals of a money producing business?  This takes a bit of..

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Secrets of Wise Investing (Part 3)

by The Professional Trustee Team 29 Aug 11

In my last blogs (Part 1 and Part 2) we covered some points people should consider when investing their gold and we looked at the different types of investments people could make. In this last part of the series of Secrets of Wise Investing, we..

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Secrets of Wise Investing (Part 2)

by The Professional Trustee Team 24 Aug 11

In my last blog post (Part 1 of Secrets of Wise Investing) I threw out some nuggets of information that I thought people should consider when investing their gold. In this post I'm going to tell you a little about the different types of investment..

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Secrets of Wise Investing (Part 1)

by The Professional Trustee Team 22 Aug 11

They say if you give a man a fish, you feed him for a day but if you teach a man how to fish, you feed him for a lifetime.  Growing your wealth is no different.  With that in mind, I've noted some pertinent things..

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Should I Rent or Buy?

by The Professional Trustee Team 19 Jul 11

One of our client recently asked me if they should be renting or striving to buy a home.  They weren't too sure if buying a house was such a smart way of increasing their wealth given the recent state of the property market and the way..

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Money Matters

by The Professional Trustee Team 31 May 11

Wallis Simpson, Mistress of the King of England, was frequently quoted as saying "must have, can get".  Of course her way of getting was to ensure others, such as her Husband and the King, got for her. For most of us however, 'must have, can..

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Trustee Minutes & Trustee Resolutions, Whats The Deal?

by The Professional Trustee Team 31 May 11

As a Professional Trustee, I'm often asked two questions.  First, what's the difference between Trustee Minutes and Trustee Resolutions and secondly, why are they so important. To answer the first question first, Trustee Minutes are really notes made of a meeting of trustees and the..

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