Partners

Preferred Partners

 

Wanting to offer this service to your customers directly with a discounted preferred partner rate?

 

Please schedule a meeting with Jacqui.

 

Wholesale Solutions

 

Wanting to offer a branded wholesale solution to your customers?

Please schedule a meeting with Corey.


Finance Now

 

Consumer Finance

For Our Customers

 

We know it's hard to find extra dollars when you are paying off a mortgage. Finance Now are helping us out by providing quick, hassle-free online personal loans. So there is no need to worry about spending cash now. Our simple finance option lets you pay weekly, over 12 months, for less than the cost of a coffee a day.

It is important to us to make Asset Protection and Estate Planning affordable, for hard working home owners like yourself, which fit naturally with Finance Now’s vision of offering valued services. We know applying for finance can be off-putting, which is why only relevant information is requested to complete the process.

Finance Now is an Associate Member of the Financial Services Federation and are bound by its Code of Conduct as well as being a Qualifying Financial Entity under the Financial Advisers Act.

 

For more details

www.financenow.co.nz


Doing What’s Right

 

The Neonatal Trust

Supporting Families

 

By supporting TrustUs you allow us to pay if forward. We know that it is what we do that matters most.

So we donate $25 to The Neonatal Trust with every purchase.

This helps to support families going through the stress of a neonatal journey in these ways.

Asset Protection and Estate Planning isn't actually about death, it’s about living.

We know life can change in a second, and it does. So this is our way of showing what we stand for.

Being there when life hits us hardest.

 

For more details

www.neonataltrust.org.nz


Pinnacle Life

 

Life Insurance

Protecting Families

 

What we like about Pinnacle Life, is that they share our belief in making it simple for Kiwi families to protect their futures.  They were the first life insurance company in the world to enable you to complete and buy your life insurance policy online – and today nearly 75% of their customers get cover approved in around 10 minutes.

Like us they were set up by Kiwis, and even today they remain Kiwi owned and operated. 

Pinnacle Life is a registered Life Insurance company in NZ, and is also a member of the Insurance & Financial Services Ombudsman (IFSO) Scheme.

 

For more details


Ocular

 

Digital and Software

Online Easy

 

Ocular provides the digital support that helps us develop TrustUs further. They provide the digital smarts to deliver a great online experience along with the necessary back end systems to produce the formatted and populated documentation. All of this is backed by robust data validation and an integrated database and secure set up.

Ocular are experienced digital operators that have helped us with the look and feel of TrustUs and they also built in the secure encrypted e-commerce.

Ocular is a Digital Agency that offers the complete range of solutions for Video, Web and Marketing. The online services include website design and development, provision of an easy to use and intuitive Content Management System (CMS), full web metrics and SEO support through to Database development and Software as a Service.

 

For more details

www.ocular.co.nz


Solicitor

 

Chris Kelly Barrister

Greg Kelly Law

 

Chris has spent over 30 years helping New Zealanders protect what matters to them. So when we approached him to quality assure the documents and processes of TrustUs, he was excited to be a part of a project to help even more New Zealanders.

A lawyer who has specialised in wills, trusts and estates Chris started his career at Public Trust. For eight years Chris was General Counsel at the New Zealand Guardian Trust Company.

Chris is co-author of two leading legal texts: Garrow and Kelly Law of Trust and Trustees (6th edition) and Dobbie's Probate Administration Practice (5th edition).

He has presented more than a dozen papers at legal conferences and has chaired LexixNexis Elder Law Conferences. In the 1970's Chris attended Victoria University graduating with a Bachelor of Laws and later completing study for a Diploma of Management from the New Zealand Institute of Management. Chris completed a Master of Laws with a thesis on Trustee Accountability in 2009.

He is a member of the New Zealand Law Society, the Property Law Section and the UK based Society of Trust and Estate Practitioners (STEP). When Chris is not working he enjoys spending time with his family.

 

For more details

www.trustlaw.co.nz


Trustee Services

 

Perpetual Guardian

Backup Trustees

 

Perpetual Guardian is the result of the coming together of Perpetual Trust and Guardian Trust.

As two of New Zealand’s oldest trustee companies, they have over 130 years of experience in providing estate planning solutions to New Zealanders.

We wanted our customers to have the best by their side, ready to help in those hard times.

For this reason, we have Perpetual Guardian as a backup trustee in your documentation.

So you are in very good hands. 

 

For more details

www.perpetualguardian.co.nz


Conveyancer

 

Alan Campbell Solicitor
AC Law

 

Alan has been practicing law for over 32 years and prepares the Deeds of Nomination for our TrustUs Customers. After spending two years travelling through South America he spent seven years working in a Crown Legal Office, before opening his own practice over 25 years ago. In practice, Alan has always undertaken and supported the need for cost effective services, much like the services being offered through TrustUs.

As a sole practitioner Alan has been exposed to many aspects of law and during this time he has undertaken a wide variety of conveyancing work. Alan works with private individuals through to corporates, including major Government Departments. He is solely responsible for the conveyancing work he undertakes and has legal oversight.

Alan prides himself on always providing a high degree of attention and care to his work. He enjoys the people side of his job and making things work in a pleasant, comfortable, informal and in a cost effective fashion. Alan's spare time is spent with his family, travelling, a love of reading and music.

Letter and Terms of Engagement

 

For more details

www.aclaw.co.nz


IDS

 

Compliance Management

For Insurance Advisers

 

IDS are a compliance firm who specialise in helping financial advisers with compliance management and advice process development.  We have partnered with IDS to ensure that advisers who refer customers to TrustUs are meeting their obligations.

IDS have prepared guidelines for Insurance Advisers on Estate Planning.

Giving Advice Guidelines

Getting it right is important because you have a duty to ensure you are only giving advice where you have the expertise and knowledge. To help our Trusted Referral partners we have negotiated an Advice Documentation Check service from IDS.  

You can contact IDS directly once you have developed your process and documentation and they will interview you to discuss your process and then review the documentation to ensure you have it right.

The normal cost of the service is $517.50 incl GST, but for Trusted Referral partners the cost is only $287.50 incl GST.

 

For more details 

www.idslimited.co.nz