Private Client & Trust
I joined Cooney Lees Morgan in 1980 becoming a partner in 1983 and I am the firm’s Notary Public.
I have extensive experience in property investment, both commercial and residential as well as experience in trust management and wills and estate matters. I also supervise our estate’s team.
I advise a number of individuals and families and carry out their legal work, often for the second and sometimes third generation.
I am currently Chairman of Directors for First Mortgage Managers Limited, a company which manages First Mortgage Trust, a trust fund in excess of $300million.
Having grown up in Tauranga and received my schooling here, I appreciate the growth of our city and the work/life balances it offers.
I am involved in a number of Community Organisations and I am currently the Legal Advisor to Rotary District 9930.
Examples of work:
Advising and assisting a family with a significant succession plan to ensure the family assets and control of the business is passed from one generation to the next.
Working with a family and assisting with the administration and probate requirements following the passing of a parent and ensuring there is equitable distribution of assets in accordance with the original owners’ wishes.
Advising and assisting business owners with the governance and management of their business assets.