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Articles by The Professional Trustee Team

The Professional Trustee Team

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What is a Professional Trustee? Do I Really Need One?

by The Professional Trustee Team 23 Jun 09

Many people ask me what is a professional trustee is, what they do, and what value they can bring to a trust. Often, these people are considering how they want to structure their asset holdings and what sort of return they want to make from..

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Family Trust Gifting: The Dangers

by The Professional Trustee Team 18 Jun 09

Hello Everyone, This week I had an interesting conversation with two individuals who had received some really poor advice from their advisors. This advice has cost them dearly in terms of the assets they are about to lose. But the rot doesn't stop there as..

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The Beneficiaries Want The Money...Help!

by The Professional Trustee Team 17 Jun 09

You've worked hard for what you have and to ensure your assets are protected, you've gone to the trouble of putting them in a Family Trust. Now those assets are protected for you and your loved ones – for the Beneficiaries of the Trust. But..

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Thinking about and planning for our death is understandably a subject that most people prefer not to think about. It comes as no surprise to us, because we see it every day, that many people just simply do not plan for what happens to their..

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How To Lose Your House in 3 Easy Steps!

by The Professional Trustee Team 28 Apr 09

Congratulations!  You've scrimped, scraped and struggled. But you've managed it! Yes, you've got your foot on the first rung of the property ladder. Finally, you have a place of your own. Just like a game of snakes and ladders though, you can easily slip down..

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Testimonials
Hi Matthew, my name is Mark Soster and I would just like to congratulate you on your wonderful book Property 101. A few weeks ago I had a "financial awakening" and began devouring all the books I could find on the subject, however I keep coming back to yours. After 3 reissues from the library I think it easier now just to buy it. Wonderfully simple yet complex enough to require multiple reads and note taking. It has taken a lot of the fear away with regards to property investment but also tempered me with caution. Without it I would probably have stupidly invested anywhere but Auckland, telling myself it’s too expensive, I now appreciate why would you invest anywhere else? The numbers never lie, in a 20 year plan then Auckland is King for capital gain. As a fan of maths (the only perfect thing on earth?) I can see how each opportunity can be ruthlessly examined on a purely financial level. Anyway, thanks again, I will definitely be contacting your company with regards to coaching and expertise. - Mark Soster - October 2017

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