Asset Planning

Careful planning helps you prepare for the future.  We can assist you with identifying and achieving the end goal, and adapting to changes along the way.

  • Family Succession Plans;
  • Structuring advice and implementation;
  • Succession Planning & Implementation;

More Services

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Jan

Meet Jan, a cornerstone of our team with over 15 years of invaluable experience. Based in our Te Aroha office, Jan specializes in estates administration, leveraging her deep understanding of both the clients needs and the firms’ operations to optimize her job with great efficiency. A true local, Jan has been an integral part of the Te Aroha community her entire life, fostering strong connections throughout the district. 

Beyond her legal expertise, Jan’s passions extend to her rural roots. Hailing from a farming background, she thrives on her lifestyle block, where she tends to two donkeys, three chickens, and nurtures both an orchard and a vege garden. Always approachable and eager to help, Jan welcomes you to drop by for a chat whenever you need guidance of legal matters.

McKenzie

McKenzie is currently in her second year at the University of Waikato, completing a Bachelor of Law, minoring in Agribusiness.

McKenzie’s role within the firm provides support to lawyers and legal executives as required, while assisting with administrative tasks such as filing and drafting documents.

Outside of work and study, McKenzie enjoys competing her horses in Dressage and Eventing, and spending time with friends and family.

Sydney

Sydney is a second-year law student with a passion for learning and a drive to make a difference. Eager to expand her legal knowledge and skills, Sydney actively assists various team members with administrative work, drafting documents and thorough legal research. 

Her time management and strong work ethic makes her an asset to Beattie Rickman Legal.

Outside of her academic pursuits, Sydney enjoys going to the gym, catching up with friends and watching sports. 

Niru

Discover Niru’s expertise at Beattie Rickman. With roots in the picturesque town of Taupo, Niru brings a fresh perspective to our legal team. Formerly with Immigration New Zealand and a boutique firm in Auckland.

Niru offers seasoned insight into Commercial law, Property law, Immigration law, and enduring powers of attorney & trusts.

Beyond the boardroom, Niru’s passion shines as a Kyokushin fighter, thriving in numerous competitions. Ready to tackle your legal needs with skill and dedication, Niru is here to guide you through every step of the process.

Toni

Toni is the warm and welcoming presence who greets you when you enter our Hamilton office. 

Beyond offering essential assistance to our entire team, she adeptly manages our phone lines, ensuring prompt responses to client queries. 

Alongside working here at Beattie Rickman Legal, Toni also teaches dance and is embracing the joys and challenges of motherhood as a new mum.

Annie

Annie hails from the winterless north. Prior to joining Beattie Rickman in January 2014 Annie worked in Auckland doing debt collection assisting with civil litigation from disputes tribunal applications through to liquidation and bankruptcy proceedings before moving to Duthie Whyte assisting with intellectual property, PPSR securities and bloodstock agreements. 

Annie qualified as a Legal Executive in 2009 and also holds a Bachelor of Business in Commercial Law and Management and a New Zealand Diploma in Business after attending Auckland University of Technology.  She is also a member of Te Hunga Roia Maori o Aotearoa (The Māori Law Society) and a member of NZILE.

Annie can assist you with a wide range of services from estates, wills and enduring powers of attorney, trusts, and in particular conveyancing matters including rural farm transactions, kiwisaver and Papakainga Maori land and occupation right agreements.  

Outside of the office Annie is a mum of three, manages a rugby league team, secretary of her marae committee and enjoys baking and crafts.

John

John embarked on his legal journey in 1973, culminating in his joining Beattie Rickman Legal in 2000. His primary areas of focus include conveyancing, commercial and rural law, wills and trusts, as well as succession planning for families and individuals.

Beyond his legal prowess, John boasts a diverse background, having been actively involved in sports during his formative years. This gives him a unique perspective and extensive knowledge in sports law.

Moreover, John has dedicated countless years of community work, serving on various boards and administration. This involvement has honed his skills as a seasoned lawyer who takes pleasure in guiding his colleagues at Beattie Rickman Legal to expand their knowledge and capabilities.

Since 2005, John has also held the esteemed position of a notary public, John offers this valuable service to our clients.

Erica

Erica joined our Beattie Rickman Legal team in September 2021. 

Erica is a graduate of the University of Waikato, with a Bachelor of Laws and a major in accounting. She completed her professional legal studies course through College of Law and was admitted as a Solicitor in July 2021. 

While Erica assists in a variety of areas she has a particular interest in relationship property matters, commercial and property matters including commercial financing and leasing, asset planning (trusts and estates) and employment matters.  

Erica’s previous experience also involves a background of acting for charitable organisations and not for profit entities.

Erica enjoys problem solving and her positive “can do” attitude and approach towards any legal tasks received from clients sees her taking the initiative to go above and beyond in order to provide a service of the highest standard.

Outside of the office, you will find Erica enjoying swimming, CrossFit, and spending quality time with family and friends.