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HOUSE INSURANCE CHANGES THAT AFFECT TRUSTS

by The Professional Trustee Team 03 Dec 14

One of the largest value assets most people hold is their home.  Trusts are no exception to this.  Frequently, the biggest asset a Trust holds is the family home and bach the Beneficiaries live in.Trustees have lots of legal duties they must satisfy and one..

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7 FINANCIAL WEALTH CREATION TIPS

by The Professional Trustee Team 27 Jan 14

Below are my final seven financial tips. 1. Staying on top of the IRD This is my 29th year in business.  Over that time, I've met many people and dealt with a myriad of issues.  Here's one thing that's common amongst them all – no..

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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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Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.

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