Empowering employees to protect and grow their assets with proven strategies

Secure your employees’ future with Trustees Private Wealth Employee Offerings

Feel good, do good.

Investing in your employees’ well-being is investing in your company’s success. Here are three reasons why: Boosted morale, increased retention and better productivity.

Trustees Executors, New Zealand’s first trustee company, has a long-standing reputation for safeguarding financial futures. With our wealth of experience and solid history, you can have confidence in our specialist services, which include Wills, Enduring Powers of Attorney, Trusts, Financial Advice and Investments.

We believe in providing peace of mind and financial security by guiding you through the process of planning, growing and preserving your assets, no matter what stage of life you are in. As a company, we value the well-being of our employees and understand the importance of a thriving and efficient workplace.

Secure your employees' financial future with Trustees Executors.

We offer an exclusive package that includes discounts on setup fees for Wills, Enduring Powers of Attorney, Trusts, Investment Advice and Portfolio Management. Take advantage of this offer today!

Providing Comprehensive Services for Your Employees' Financial Security

Our services cover essential legal and financial planning instruments such as Wills, Trusts, Enduring Power of Attorneys, and Investment Plans. With these tools at their disposal, your employees can take control of their future and secure their financial stability.

Financial Security - Life is unpredictable, and having a valid Will, Trust, and Enduring Power of Attorney ensures that your employees' assets are protected, and their wishes are carried out, providing peace of mind for them and their families. This is even more important now with the average KiwiSaver balances increasing as if your assets are over $15,000 and you don’t have a Will that complicates matters for your employee and their family.

Long-Term Planning - Investment Plans are crucial for building a strong financial foundation. By providing access to discounted Investment Plans, you empower your employees to plan for their long-term financial goals, such as retirement and education expenses.

Financial Literacy - Along with our services, we provide educational resources and guidance to help employees make informed decisions about their financial future.

Benefits for Employers

We know that your team is your greatest asset, which is why we designed an Employee Package to provide them with the comprehensive financial support and security they deserve. Let us take care of your team, so you can focus on taking care of your business.

Enhanced Employee Wellbeing - By offering our package, you demonstrate your commitment to your employees' holistic well-being, fostering a positive workplace culture and boosting employee morale.

Attractive Benefits Package - An additional employee benefit that goes beyond traditional offerings can set your organisation apart from competitors, making you a more desirable employer and aiding in talent acquisition and retention.

Productivity and Peace of Mind - When employees have their financial and legal affairs in order, they can focus better on their work, resulting in improved productivity and reduced stress levels.

What discount is provided?

Our Employee Package provides 25% off our current standard setup fees for your employees. 


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