What we do

Value Services

Our Value Services come with optional packages that are designed to deliver significant benefits to clients according to their needs. There are also a wide range of add-on services available to enhance service benefits.

Our value services include:

• Start Up – the new business support programme

• Cloud Accounting Solution – you choose what suits you and your business

• Strategic Planning – your roadmap to giving you the life you want

• Mortgage Assistance Service – for your dream home

Please contact us to find out how we can help you and your business with our value services.

Business Advisory

We work in partnership with our clients to help them achieve their business goals.

With experience across a wide range of business sectors, we are on hand to provide strategic advice to you and your business. Our advisory services include:

• Business start up
• Business strategy and planning
• Business improvements
• Business risk management
• Raising business finance
• Exit and succession planning
• Change management
• Business Purchase and Sales

Please contact us to find out how we can help you and your business with our business advisory services.

Specialist Services

We offer a range of specialist services including:

• Business Recovery
• Rental Property Structures and Accounting
• Business Growth Strategies
• Business Due Diligence
• Business Valuations
• Personal Asset Protection
• Company Secretarial Services
• Special Projects and Assignments

Please contact us to find out how we can help you and your business with our specialist services.

Business Services

Our business services division can compliment your team or fill in for missing areas. Services we offer include:

• Bookkeeping
• Payroll
• Regular Financial Reporting
• Business Planning / Budgeting Assistance
• Outsourced CFO (Chief Financial Officer)
• Adhoc Service Assignments
• Customised Services

Please contact us to find out how we can help you and your business with our business services.

Taxation

The New Zealand tax system is complex for most people. We can deliver simple and cost-effective tax solutions.

• Tax Minimisation
• Tax Options for Self-Employed Persons
• Tax Debt Resolution
• Tax Finance and Purchase
• Fringe Benefits Tax (FBT)
• Goods and Services Tax (GST)
• Business Tax Planning
• Personal Tax Planning

Please contact us to find out how we can help you and your business with our taxation services.

Wealth Management

In a complex and constantly changing financial world, it is prudent to evaluate your financial goals and objectives on a regular basis and adjust your plan accordingly.

We offer the expertise and highly personal service with associated qualified professionals.

If you’re in business, we would encourage you to talk to us about the need for personal asset protection and risk management, after all, why would you operate a business and put your personal assets at risk.

The following services are relevant to Wealth Management:

• Business Income & Tax Planning
• Personal Income & Tax Planning
• Business Succession Planning
• Family Trusts
• Estate Planning
• Retirement Planning

Please contact us to find out how we can help you and your business with our wealth management services.