Heritage Trustee

Welcome to Heritage Trustee, a distinguished establishment located at Dunedin's iconic Moray Place, 480. As a leading financial institution, we take immense pride in our role as trusted custodians of your heritage and investments.

At Heritage Trustee, we understand the importance of preserving and growing your wealth for future generations. With our extensive expertise in finance and wealth management, we offer a comprehensive range of services tailored to meet your individual needs and aspirations. Whether you are an individual investor, a family office, or a business entity, our team of seasoned professionals is dedicated to providing you with the highest level of personalized service and attention to detail.

As a point of interest, Heritage Trustee stands out not only for its commitment to excellence but also for its unwavering dedication to preserving New Zealand's rich heritage. We believe that financial success should go hand in hand with the preservation of cultural and historical treasures. With this ethos at our core, we actively support various initiatives and organizations working towards the conservation and restoration of New Zealand's architectural gems and landmarks.

When you choose Heritage Trustee, you can rest assured that your financial affairs are in capable hands. Our team possesses a deep understanding of the local market dynamics and global economic trends, enabling us to provide you with sound advice and strategic investment solutions. Whether you seek assistance with portfolio management, retirement planning, estate planning, or philanthropic endeavors, our experts will guide you every step of the way, ensuring your financial goals are achieved.

Beyond our financial expertise, Heritage Trustee takes pride in fostering long-lasting relationships with our clients. We believe in open and transparent communication, ensuring that you are always informed and involved in the decision-making process. Your financial journey with us is a partnership built on trust, integrity, and mutual respect.

We invite you to explore our website and discover the range of services and solutions offered by Heritage Trustee. Should you have any questions or wish to schedule a consultation, our dedicated team is ready to assist you. Take the first step towards securing your financial future and preserving your heritage with Heritage Trustee.