KOHA – Māori term for a gift or donation
Peter and Melvin have known each other for more than 15 years and are good friends. They are both married and have children of their own. Throughout the years, they have advanced their careers and established themselves as successful business owners. They have always worried about making sure their families are taken care of in the event that something were to happen to them, despite having a decent financial nest fund of their own. Even though that they had completed basic legacy planning, they always felt that there were a number of important details missing. As they learned more about this difficult topic, which is sometimes taboo in some circles, they realised they were not alone in their struggle to obtain the correct knowledge and counsel to create a thorough Last Will and Testament that they could be content with. As a result, Koha was established in order to provide an easily accessible legacy planning option to everyone.
WEALTH, LIKE A TREE, GROWS FROM A TINY SEED
To be the most trusted and innovative wealth and legacy planning company
Helping our customers embrace the responsibilities of building financial security in this life and hereafter, preserve and distribute assets to their beneficiaries consistent with their core values and beliefs
Estate planning is an important and everlasting gift you can give to your family
“Estate planning is an important and everlasting gift you can give to your family”
Our comprehensive solution builds trust and engages individuals throughout their life journey by offering integrated education sharing, innovative personal financial health and legacy planning, and charitable distribution of wealth after death, personalised video or letter messages to their loved ones.
Our objectives are to encourage everyone to plan their legacy for the inevitable event with ease and clarity, preserve family harmony and encourage benevolence to social causes
