Trusts | Lighthouse Financial

Trusts

If you are a property investor, own assets, are in a serious relationship, have children or own your own business, then setting up a Trust is something you should consider.

By removing assets from your personal ownership and transferring them to Trustees, you’re protecting them from any claims that could be made against you personally.

Trust Set up

$1650

+ GST per month

Includes the following:

  • Requirements identified
  • Draft trust deed created
  • Apply for IRD number
  • Schedule annual trust check up
  • Transfer assets into trust

Corporate trustee set up

$550

+ GST per month

Includes the following:

  • Requirements identified
  • Corporate trustee appointed
  • Draft trust deed created
  • Apply for IRD number
  • Schedule annual trust check up
  • Transfer assets into trust

Trust changes

$250

+ GST per month

Includes the following:

  • Any individual trust change

Accounting Services

The Team

We use our expertise to guide the way to wealth and prosperity through business, investing and property

Talk to us

Our team are here to help get you started or to simply have a chat.

Tell us your unique requirements and find out how we can help

Services

Business Accounting

Property Accounting

Trusts

Business Accounting

We offer a variety of fixed fee accounting packages that are designed to provide all of a business’ compliance needs together with advice and support.

Learn More

Over 100 5-star Google reviews

Absolutely unbelievable service from Andrew and Laura. They helped us buying our first home in what is a very difficult process to get your head around at times. Felt in such safe hands with them.

Ash was fantastic to deal with, a great communicator and always available to answer any questions we had in regards to our insurance needs. He made the whole insurance process very easy for us from start to finish.

We feel that this is the best money we have ever spent, James and the team have worked hard to give us a plan that sets us up for a secure retirement, with regular meetings to hold us accountable.

After listening to one of their podcasts, I reached out to get my life/income protection insurance sorted. Ash was super helpful throughout the process. I'd definitely recommend you reach out!

The whole team at Lighthouse have been amazing in servicing all my personal and business needs. The team are friendly, attentive, and focused on delivering the best financial solutions tailored to my individual circumstances.