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Show Me The Money Honey

by The Professional Trustee Team 27 Oct 10

Women and moneyI reckon all women are in the protection business. Just look around. They are born protectors. They look out for their friends and family and are constantly trying to protect those they love. They even look out for friends of friends. Experience has..

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Interest Rates: Latest Update & Commentary

by The Professional Trustee Team 03 Aug 10

As the Trustee Services partner at Gilligan Rowe & Associates, I'm often asked by trustees what we think is going to happen in the economy, the property market and with interest rates. We answer questions like this all the time, as helping people make and..

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Family Trusts 101 Book

by The Professional Trustee Team 30 Jun 10

I'M TELLING ALL! After plenty of anxious moments and sleepless nights, I've done it. Yes, I have written a book. "Family Trusts 101" has finally been born. Trusts are never easy creatures to understand but I think this book should help all New Zealanders comprehend the..

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Gremlins Playing With Your Trust Deed

by The Professional Trustee Team 24 Jun 10

As you can imagine, we see lots of different types of trust deeds here at GRA. Despite there being a variety of deeds around, there are some common provisions we like in all our clients' deeds of trust. One of these provisions relates to decision..

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Family Trust Gifting: A Gift for you

by The Professional Trustee Team 11 Mar 10

Well the New Year has well and truly started for us. In Trust Land we've conducted hundreds of Annual Trustee Meetings. Out of those ATMs we found a common issue arose – gifting. So I thought I'd talk a little about gifting and hopefully remove..

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Annual Trustee Meetings (ATM): Explained

by The Professional Trustee Team 02 Feb 10

I hope you've enjoyed your Christmas break and are now fully rested, ready to tackle the New Year. Usually most of us have some spare time at the beginning of a new year and I recommend some of this time being used by trustees to..

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Christmas Message From The Professional Trustee

by The Professional Trustee Team 03 Dec 09

Christmas is always a time for celebration but in my book, it's also a time for reflection and some forward thinking. "What did the year bring and what will the New Year look like?" are often questions that cross my mind as I see one..

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Women And Money

by The Professional Trustee Team 23 Nov 09

In the last couple of weeks I've been honoured to be able to speak at a couple of events, attended exclusively by women. These events focused on issues relevant to women such as maintaining a "work-life balance".  I of course spoke about the issue of..

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Who's On Your Bus?

by The Professional Trustee Team 10 Nov 09

Life has a great way of teaching us lessons and one big lesson I've learned is this - if you get the right people on the bus, sitting in the right seats, life just flows a whole lot easier.  So, what's this lesson got to..

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