TE adds Tauranga office

“New Zealanders are facing into post pandemic economic headwinds, including volatile markets, increasing inflation and rising interest rates,” Trustees Executors chief executive Ryan Bessemer says.

“These are challenging times, especially for retirees on fixed incomes and for Kiwis who are planning for their retirement. More than ever our customers want one-on-one professional advice, so we felt the time was right to have a bricks and mortar presence in Tauranga to meet their needs.”

The new office is headed up by Tauranga locals Ross Sheerin, an experienced Private Wealth Adviser, and Trust Manager, Sera Vercoe who manages the family trust and estates practice.

Bessemer said Trustees Executors was well placed to meet the growing demand for professional advice from local clients, many of whom have complex financial structures involving trusts and estates and even multiple businesses.