Ann Morrell - Financial Adviser

Ann Morrell - Financial Adviser I am a CFP and FA adviser with Trustees Executors Limited (FSP37383), with over 40 years experience in the Finance industry.

Our focus is on building enduring relationships and assisting our clients towards their financial goals.

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.

Happy International Women's Day to all the amazing women out there and the folks who support them! Our wonderful team he...
08/03/2023

Happy International Women's Day to all the amazing women out there and the folks who support them! Our wonderful team here at Trustees Executors Christchurch took time out this morning to celebrate and recognise the achievements of our women, and to commit to a gender equal world!

Very interesting article. Please don't hesitate to contact me if you'd like more info - I'll put you in touch with one o...
22/02/2023

Very interesting article. Please don't hesitate to contact me if you'd like more info - I'll put you in touch with one of our experts.

https://m.facebook.com/story.php?story_fbid=569893008490426&id=100064091945492&mibextid=Nif5oz

The use of trusts can be traced as far back as the Ancient Greek and Roman era, when the need to have a friend or family member to protect an owner's assets and family while they were away from home for extensive periods at a time (for example a soldier heading off to war) gave rise to the trend of....

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32c Sheffield Crescent
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8053

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

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