Our goal is to create a true partnership with your business.
Our Leadership Team
I started my accounting journey with one of the big 4 accounting firms and now have over 20 years' experience in business accounting and tax. I work with business owners to ensure that their accounting and tax compliance is up to date and they are getting the maximum tax benefits available.
As well as being a Chartered Accountant, I am also a qualified Financial Adviser specialising in Kiwisaver Investments. This gives me the knowledge and qualifications to ensure that our clients' businesses and personal finances are compatible with their short term and long term goals.
Over the years I have held a number of senior finance and information technology roles with some of New Zealand's most recognised entities. I have been involved with NZ start-ups and have streamlined business processes for organisations.
This real world commercial business experience, along with in-depth knowledge of tax and business structuring, allows me to ensure that our clients get a full spectrum of finance related services that go beyond tax compliance.
I look forward to adding value to you and your business.
Get the relationship for free
Genuine care for our clients
Working for our client best interests
0800 115 188
Level 2, 14 Jervois Road Ponsonby Auckland 1011 New Zealand
Are you registered Tax Agents & Chartered Accountants?
We are registered Tax Agents with the Inland Revenue Department.
We are also Chartered Accountants (CPA). We are governed by professional standards.
Can everything be done online?
Yes. Everything from initial contact to completing and filing your accounts and taxes can be done online.
Do I need Xero?
We work with with clients regardless of what they use to store their accounting information.
We are Xero Partners so if you do need Xero we can advise on it and sign you up and offer a discount as well on the subscription fees.
Do we need to meet in person?
Our initial conversations / meetings can be done via phone, email, zoom or in person. Whatever is comfortable for you.
Do you service Auckland clients only?
We service clients New Zealand wide. As part of the MTG group - we have eight branches across New Zealand.
How hard is it to switch from my existing accountants?
Not hard at all.
We can do the switch over on your behalf.
What if I need multiple services?
We offer a wide range of services so we will create a custom package for you.
We can look after everything accounting and finance related for you including insurances / mortgages / investments etc.
What is the secret to your affordable fees?
We believe in value-for -money
As business owners ourselves, we understand the importance of getting quality service at the right price. So we built a business giving our clients just that = value-for-money.
Pay for what you need
The majority of accountants incorporate the cost of the software such as Xero subscription in their fees leading their clients to pay more. Quite often we find that a lot of clients do not even use all the features they are paying for!
We simply work with whatever the client is comfortable and suited to you.