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ABOUT ME
Janet Xuccoa
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 am fortunate to have had an amazing career, holding some interesting roles in accounting and legal practices. I hold both accounting and law degrees and my areas of interest lie in economics, trusts and tax.
During the past 22 years, I have worked as a Partner at a large accounting firm running their Trustee Services Division. Currently, I lead Black + White Trust Services Limited helping accountants and solicitors assist their own clients with wealth protection matters and aiding individuals directly in asset protection, estate planning and trust matters.
Outside of my professional roles, I enjoy investing in property and shares and writing. I have published three books being Family Trusts 101, Money Secrets 101 and Women & Money: Mastering The Struggle. Currently I am writing my 4th book on Trusts and associated matters. My books epitomize the belief I hold in respect of education driving better outcomes and helping people and society to advance. I have led this charge not only through the publication of my books but also through delivery of numerous seminars on topics of economics, asset planning, tax, property and relevant current industry and global trends.
In the past couple of years I have seen kiwis searching for financial knowledge. To meet this need, I have launched my own website along with a free newsletter called Money Matters that covers topics relating to money the economy, shares, property , finance, insurance, cryptocurrency and move. Whether you live in New Zealand or around the world I hope Money Matters will further your financial literacy and assist you in your decision making. Join free today.
SHAPE YOUR FUTURE
Learn to Invest Today
Whether you invest in property, shares or crypto its imperative you get yourself educated so you can make sound investment decisions that lead you to increased wealth and success.
Owning your own home is the kiwi dream but you can also invest in property for cash flow or equity gains. It’s important to know how to invest and understand the NZ property market.
A way to increase your wealth is through trading or holding shares. Increase your chances of successful share investing. Learn about the share market before taking action.
Cryptocurrency is taking the world by storm. It’s relatively new and not well understood. Learn how cryptocurrency works to evaluate if it’s for you before taking the plunge.
Owning your own home is the kiwi dream but you can also invest in property for cash flow or equity gains. It’s important to know how to invest and understand the NZ property market.
Cash was the fuel our world ran on. Now its finance. Finance helps us buy the things we want and acquire investments. Knowing the smart ways to borrow helps us get ahead.
Insurance is more than replacing a broken window. It’s protection for you and your family, it reduces stress during difficult times it provides financial security and of course peace of mind.
The economy is important to all New Zealanders. It affects our lives and financial wellbeing. Understanding the economy and where its at helps us run our financial lives and build our wealth.
READ MY MIND
Books
Trusts 123
Trusts 123 is the latest book in a series by Janet Xuccoa. This book replaces Family Trusts 101. Trusts 123 includes information on how trusts operate, the benefits they bestow and what trustees must do to ensure they satisfy their duties and the trust operates correctly. A must read for all those who are thinking of or who have trusts.
Women & Money
Women & Money : Mastering The Struggle was written by Janet Xuccoa in a bid to help readers manage their finances and build their wealth for themselves and their families. It’s a comprehensive easy read which has helped hundred of readers to date. An essential guide for all readers who want to move ahead with their financial lives.
Family Trusts 101
Much of the information contained in this book is obsolete. Since publication in 2010, the Trusts Act 2019 has come into effect. Accordingly, I am writing a new book incorporating the new Act. Fill in your details here to know when my new book is released.
Money Secrets 101
If you want to understand how to manage your money and make it work for you, then this book is a ‘must read’. From her years of study and corporate practice, Janet Xuccoa brings you a practical guide, written in plain language, that demonstrates how to manage, save and invest your money.
Janet Xuccoa on the AM Show
NUMBERS DON'T LIE
Books
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Degrees
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Experience
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Testimonials
What People Say About Janet
Kate
Regional Relationship Manager, Avid Property Investor and Landlord, Auckland
“Janet Xuccoa would be one of the smartest women I’ve ever met and she is exceptional in everything she turns her hand to. Janet has a passion to see women succeed and those around her. I have been lucky enough to have met Janet a number of years ago and there after have had her support through my property endeavours.
Janet’s knowledge and real world experience has been invaluable. I have every trust for Janet and I’m very grateful for her advice especially through some recent stressful situations in which she guided me confidently through and I found very reassuring in such times.”
Wendy
Commerce Teacher
“Janet came to talk to my secondary students about business and accounting. She inspired them with all her vast accomplishments due to her diligent effort. They took this inspiration on board to guide them into their future.”
Keith
Director
“The timely professional advice Janet Xuccoa gave me at the time of my loan restructuring was invaluable in securing a vital phase of my companies development.”
Julie
Naturopath
“Loved working with Janet Xuccoa, when setting up the structure. She made something that I found incredibly overwhelming, simple and easy to understand.”
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