Estate Planning

Secure your legacy and protect your loved ones with estate planning guidance tailored to New Zealand’s legal and financial framework.

At Personal Investment Centre, we help you plan for the future with confidence, providing informed guidance to ensure your assets are distributed according to your wishes. While we are not legal experts, our knowledgeable team can assist with Wills, Trusts, Enduring Powers of Attorney, and succession planning.

We work closely with your lawyers, tax specialists, and other advisers to ensure your estate plan is effective, the right structures are in place, and your assets and life insurance policies are correctly owned. Our collaborative approach helps navigate considerations like tax implications, asset protection, and family dynamics, providing peace of mind that every detail has been addressed.

Estate planning isn’t just about managing wealth—it’s about ensuring your values are reflected and your family’s financial security is safeguarded for generations to come. Let us help you create a plan that brings clarity and confidence to your future.