Family Accounting

Explore the tools used to protect your interests and those of your family. Understand the benefits of setting up a trust, establishing goals and how it operates including gifting, power of appointments and tax implications.

Manage changes in relationship status including loans, tax liability, shared property, directorships and shareholdings.

Business Consulting

In the commercial world nothing stands still. Legislation changes. Markets change. Products change. If you need an industry expert or an experienced business consultant to partner with you, give us a call today.

We are currently working with clients helping them with everything from selling businesses, assets and properties through to valuations and scoping new markets.

All information is handled in complete confidentiality.

Planning for your Financial Future

Life is for living – at every age. And that's why Kiwis are starting to recognise the importance of smart saving.

A recent survey commissioned by the Financial Markets Authority (FMA) identified 4 factors that contribute to a secure retirement:
1.Start planning 10 years before you intend to retire
2.Get informed advice
3.Spread your risk across a range of investments
4.Focus on growth investments
Not surprisingly, research has also shown that those considering retirement feel more secure when they are better informed. Authorised Financial Advisors are ideally equipped to provide that security and confidence.

AFA's are qualified specialists who help clients by:
  • Identifying how much money is required for retirement based on unique lifestyle needs
  • Creating a personalised budget to achieve that financial goal
  • Identifying and executing suitable investments
  • Providing ongoing transparency around investment risk and performance
  • Providing general advice on financial management
For more information give Jenny Graham a call today.

09 407 7117