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Financing and

Loan negotiation

We can assist you to raise debt finance for a number of purposes, including:

- property development

- purchase of large capital items

- purchase of a business

- working capital

With our banking experience we know exactly what the bank requires in the way of finance applications and tailor a solution to suit your needs and circumstances.

If you require capital in the form of equity we can help you to source funds for that particular new business venture.

Residential Home Loans

If you require finance to purchase your new home or a residential investment property we can also assist by referring you to our business partner Paul Townsend at Switch Home Loans.

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Reaching a Deal

Advisory Services

Company Secretarial services and Trust Administration

We can also assist you with:

- Business and share valuations

- Business restructuring

- Financial forecasting

- Preparing your business for sale

- Business start-ups

- Company formations

- Risk management

Back room accounting services include:

- Payroll and PAYE

- Debtors processing

Trust Services

- assisting in forming a family trust

- trust administration including annual reviews, gifting and estate planning

- professional trustee services


Financial Accounting

Preparation of your end of year financial accounting requirements. This may also include filing of your income tax returns and also complying with any reporting to shareholders, financiers and other stakeholders.

No business is too small.  If you have a rental property or small retail business we can help with you with your financial and tax filing obligations.

Everyone is important to us.

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.

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Preparation of GST Returns and Management Accounts

We can take away the stress of filing returns with the IRD, assisting you with preparation of GST returns, FBT returns and PAYE filing.

This leaves you more time to work on your business, not in it, and more importantly find that work / life balance.

A by-product of completing your GST returns is producing your management reports.  Keeping an eye on how you are tracking through the year is an important business management tool.  This includes assisting you with annual forecasts and cashflows.  Then we monitor your performance on a regular basis.  We will help identify and set key performance indicators (KPI's) because what you can measure you can manage.

We encourage clients to use cloud based accounting systems and we are certified advisors for Xero which is the main accounting platform that we use.

We can help you set up Xero and train you to use it efficiently or, we can manage all of your accounting functions for you including invoicing and accounts payable.

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