Preferred Partners


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


Please contact Jane by email at


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.


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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.


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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.


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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.


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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.


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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. 


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Legal Advice



Catherine Mexted

Convex Legal


Convex Legal is a law firm that prepares the Deed of Nomination for our TrustUs Customers.

Convex Legal focuses on providing specific, actionable legal advice for any property, trust or commercial transaction. They craft solutions to the real-life situations people face when buying property, dealing with trusts or entering commercial transactions – the big picture is more than just legal paperwork.

Convex Legal has an office in Wellington city and Mana, Porirua.

Letter and Terms of Engagement


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