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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 were 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 23 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 21 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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The Low Down on New Gifting Rules

by The Professional Trustee Team 25 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 24 Oct 11

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

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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 thinking..

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Secrets of Wise Investing (Part 3)

by The Professional Trustee Team 29 Aug 11

In my last blogs (Secrets of Wise Investing 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..

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- Mike and Annalise, November 2020
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