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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 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

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