The Professional Trustee Team Blog
Viewing The Professional Trustee Team Blog
Women and moneyI reckon all women are in the protection business. Just look around. They are born protectors. They look out for their friends and family and are constantly trying to protect those they love. They even look out for friends of friends. Experience has..
Read ArticleAs the Trustee Services partner at Gilligan Rowe & Associates, I'm often asked by trustees what we think is going to happen in the economy, the property market and with interest rates. We answer questions like this all the time, as helping people make and..
Read ArticleI'M TELLING ALL! After plenty of anxious moments and sleepless nights, I've done it. Yes, I have written a book. "Family Trusts 101" has finally been born. Trusts are never easy creatures to understand but I think this book should help all New Zealanders comprehend the..
Read ArticleAs you can imagine, we see lots of different types of trust deeds here at GRA. Despite there being a variety of deeds around, there are some common provisions we like in all our clients' deeds of trust. One of these provisions relates to decision..
Read ArticleWell the New Year has well and truly started for us. In Trust Land we've conducted hundreds of Annual Trustee Meetings. Out of those ATMs we found a common issue arose – gifting. So I thought I'd talk a little about gifting and hopefully remove..
Read ArticleI hope you've enjoyed your Christmas break and are now fully rested, ready to tackle the New Year. Usually most of us have some spare time at the beginning of a new year and I recommend some of this time being used by trustees to..
Read ArticleChristmas is always a time for celebration but in my book, it's also a time for reflection and some forward thinking. "What did the year bring and what will the New Year look like?" are often questions that cross my mind as I see one..
Read ArticleIn the last couple of weeks I've been honoured to be able to speak at a couple of events, attended exclusively by women. These events focused on issues relevant to women such as maintaining a "work-life balance". I of course spoke about the issue of..
Read ArticleLife has a great way of teaching us lessons and one big lesson I've learned is this - if you get the right people on the bus, sitting in the right seats, life just flows a whole lot easier. So, what's this lesson got to..
Read ArticleTestimonials
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
Seminars and workshops for property investors, business owners and anyone seeking to create and protect their wealth.
View all our upcoming events
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.
Learn More
Free Resources, Tools & Downloads
