We’ve been helping generations of New Zealander’s grow and protect their wealth, and we regularly use the seminar format as a successful method of introducing people to the fundamentals of estate and financial planning, as well as investment and wealth management. Our informative seminar series are offered on a variety of topics at locations throughout the country. Better still, admission is usually free.
Unfortunately, we are not running any seminars at present. Please bookmark this page and check again soon, or contact your local branch.
On 1 October 2011, the law changed around gift duty. And we think it’s a change for the better.
The abolition of gift duty means you can gift assets without being liable for duty. That’s good news if you already have a Trust or are thinking about establishing one.
But before you make any important decisions, it’s only prudent to make sure you have all the facts. As with any law change, there are always a number of implications to consider.
Guardian Trust has provided specialist trust investment planning advice to New Zealanders for nearly 130 years. And next month, we’re bringing our Authorised Financial Advisors to you – in a series of seminars around the country, so you can hear the facts first-hand and make the right decisions about your future.
Please join us:
Wednesday 2 November |
Thursday 3 November Novotel Hotel 72-112 Greenlane East, Ellerslie, Auckland 2.45pm for 3.00pm start |
| Monday 7 November Intercontinental Hotel, 2 Grey Street, Wellington 2.45pm for 3.00pm start |
Wednesday 9 November The Sebel Trinity Wharf Tauranga 51 Dive Crescent, Tauranga 2.45pm for 3.00pm start |
Thursday 10 November |
The Seminar will include two 20 minute presentations, plus question time. Afternoon tea will be provided.
RSVP BY WEDNESDAY 26 OCTOBER 2011
To Luke Maclean-McMahon on (09) 375 9670
luke_maclean-mcmahon@nzgt.co.nz
We look forward to seeing you there.
