I believe you should always check the credentials of any professional advisor before you deal with them. Although I am not an advisor, I do think I should ‘walk my talk’ and so want to tell you a little about myself.

I’ve been very fortunate to have gained a couple of degrees being a BCom (majoring in accounting) and an LLB under which I took a particular interest in equity (trusts) and tax.

These degrees have enabled me to have an amazing career, holding some interesting roles in accounting and legal practices. I held my last role for over a decade and a half as a Partner in a large accounting firm, running their Trustee Services division.

Currently I act as Managing Director for New Zealand Family Trust Services Limited – New Zealand’s Trustee of Choice.

My role involves being an independent trustee to many trusts in Aotearoa. Primarily I assist trustees and individuals with their asset protection and estate planning matters and their buying and selling real estate and other investment activities. In these respects, we believe whilst it’s imperative to grow wealth, ensuring it’s protected is equally important. That’s why we work closely with clients’ solicitors and accountants because working holistically serves clients best.

When I’m not at the office, you’ll frequently find me tapping on my laptop, writing either a book or two or a blog or three. In total I’ve written four books, the latest being Trust 123. All my books epitomize my belief that education coupled with informed action can empower people to live better quality lives. This can have positive flow on effects through families and society.

I practice what I preach and continually look to update my own knowledge. My investing activities in shares and property brings plenty of opportunities for me to meet other professionals and increase my own education through the information they generously share.

When my fingers aren’t wandering over the keyboard, you’ll find me working out in the gym, trying not to trip over my own feet in a dance class, practicing breathing at the bottom of the sea whilst scuba diving, appreciating creativity in an art gallery and occasionally, indulging in a glass of bubbles in a wine bar.

Before you leave me I want to wish you well on your learning journey. My sincere hope is the information you find on this site and elsewhere, provides you with the wisdom you seek, enabling you to build your own wealth and providing you with an opportunity to pay it forward and help others.