Bringing clients 40 years’ financial management experience
 
I have been working with many of my clients for over 40 years, most of whom are based in Hastings and Central Hawke’s Bay. The clients and businesses I work with are diverse, including health professionals, tradespeople, orchardists and farmers, and commercial businesses.
 
My expertise has a focus on all forms of planning; particularly family business and farm succession, exit and future planning. In 2016, I was conferred as a Fellow of the Australasian Institute of Chartered Accountants’. I’m also a Fellow of Governance New Zealand and hold a Masters degree in business.

Services

  • Business Management Advice
  • Buying and Selling
  • Cash Flow and Forecasting
  • Charitable Trusts / Not-for-Profit
  • Compliance
  • Governance & Advisory Boards
  • Obtaining Finance
  • Succession Planning
  • Taxation Planning
  • Trusts and Estates

Industries

  • Dental and Medical
  • Early Childhood
  • Farming
  • Horticulture