Personal Planning

What We Do

We understand the importance of safeguarding your assets against various risks, including family disputes, future creditors, predators, and relationship property claims. Our dedicated team is here to provide specialised advice in asset protection and long-term planning for individuals.

Our services cover a wide range of areas, including determining the most suitable trust structures for your needs, forming and transferring assets to trusts, preparing wills and enduring powers of attorney, and addressing trust structures related to health services provision. With our extensive experience, we have successfully established charitable trusts for prominent public facilities in Taranaki and have been trusted advisors to charitable trusts involved in the public health sector. When it comes to wills, we can draft a will that reflects your specific wishes, or update an existing will that may require revisions. 

With our comprehensive advice and commitment to efficient administration, you can have peace of mind knowing that your assets and estate matters are in capable hands. Let us guide you through the complexities of wills, trusts, and estate planning, ensuring your wishes are protected and your legacy is secured.

Areas of Expertise




Highlights of Our Work

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How We Work

We’ve earned an enviable reputation for understanding the business and public sector environment in which our clients operate, and providing valuable, timely and understandable legal advice. Our clients get all the benefits of lawyers who provide legal advice only in those areas in which we have a high level of expertise and can significantly contribute to their success.

From the excitement of buying a house to disputes or employment matters — we’re here to help you through life’s biggest moments.

Our Wills, Trusts, & Estate Experts

Jeremy Hucker

Partner / Notary Public

Rochelle Keegan

Registered Legal Executive


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