Ann Morrell - Financial Adviser

Ann Morrell - Financial Adviser Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Ann Morrell - Financial Adviser, Financial planner, 329 Durham Street North, Christchurch.

I am a CFP and FA adviser with Trustees Private Wealth - a division of Perpetual Guardian, with over 40 years experience in the Finance industry, focusing on building enduring relationships and assisting clients towards their financial goals.

The Christchurch Branch of Perpetual Guardian is hosting a 10x10 Charity Event on Thursday 30th July at the Richmond Clu...
15/07/2026

The Christchurch Branch of Perpetual Guardian is hosting a 10x10 Charity Event on Thursday 30th July at the Richmond Club in Christchurch.
The following three charities have been invited to attend and share what they do with the attendees:

Potters Community Welfare Charitable Trust
Purpose: To collect quality surplus food and provide it to those in our community who are in need or at risk.

Friends of Children in Hospital Christchurch Inc
Purpose: To promote and support the welfare of children in Christchurch Hospital and their families.

Clothed in Love
Purpose: Helping Christchurch families in need by blessing them with free good quality preloved or new clothing for their children.

Please see the invitation below.

In order to attend the event a $100 donation is made via the Givealittle page. Link to the Givealittle page is here: https://givealittle.co.nz/cause/attend-the-next-10x10-christchurch-crowdfunding
The link and QR code are on the attached invitation.

On the night, as an attendee you receive two $50 tokens to allocate to the charities after hearing their pitches. The donation is tax deductible that directly contributes to the charities.

I realise you may not be able to attend the event, but I wanted to share the details just in case. If you’re unable to make it but would still like to contribute, donations are very welcome and will be split evenly between the three charities and would be greatly appreciated.

Please let me know if you have any questions.

Warm regards
Ann

12/04/2025

How tariffs impact.

Many economists make international trade seem more complicated than it needs to be. Stephen Landsburg had a simple way of explaining it all. Landsburg’s version goes as follows: “There are two technologies for producing automobiles in America. One is to manufacture them in Detroit, and the other...

Check this out! Time I got a new photo tho!
23/11/2023

Check this out! Time I got a new photo tho!

We are happy to announce the launch of our brand-new website! Come and explore the sleek design that caters to our client's distinct needs and delivers an unmatched digital experience. 🎉

Visit the Trustees Executors website today.
https://www.trustees.co.nz/

This is so true! Please feel free to contact me if you’d like to chat.
26/10/2023

This is so true! Please feel free to contact me if you’d like to chat.

Tailored Investment Solutions to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments. We provide expert advice, investment plans and tailored portfolio management to individuals and organisations.

Anyone thinking about migrating to New Zealand or bringing overseas funds in should consider advice before proceeding. I...
06/07/2023

Anyone thinking about migrating to New Zealand or bringing overseas funds in should consider advice before proceeding. I have worked with Julia in the past and her knowledge was extremely beneficial. Of course, once the funds are here you talk to me about investing it 😀

We are often asked how a tax lawyer is different to their accountant. We are not a substitute for your accountant. An accountant generally prepares your tax returns and can provide business advisory advice. A tax lawyer analyses the law. We write tax opinions which assist clients and their accountants to make decisions for the future. We assist with structuring your affairs in a tax efficient but legal manner. We advise clients and their accountants the correct way to interpret the law to account for tax in New Zealand. We work with a lot of accountants and business advisers who do the numbers and business plans based on the legal advice we provide. As lawyers, we also benefit from legal privilege which accountants do not. This is highly beneficial during a dispute with Inland Revenue, or for any advice relating to a proposed business venture or structuring. We work with accountants and other advisers to ensure the best tax outcomes in a commercial environment. While we can advise in all areas of tax, we focus on international tax issues for migrants and corporations, as well as property tax and IRD disputes.

Address

329 Durham Street North
Christchurch
8014

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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