I’ve always believed that developing a strong client relationship is the key to providing a great service. It is important for me to have a real understanding of my clients (who they are and what they do) and get onboard with the goals and vision for their business. I view my role as being part of their team and I have a genuine desire to see them succeed in what they do.
Helping find solutions to the many challenges that my clients are facing day to day in their business, while also taking a strategic view to ensure that the advice given is aligned to the goals and vision of the business owners.
I also have a real interest is assisting start-up businesses, ensuring they have the right structures and systems in place, to get off to a flying start.
I have many years experience working alongside business owners, I have a reputation for helping clients succeed and providing the business advice necessary to support their decision making.
My expertise is in a number of areas, including:
• Tax Planning
• Strategic Planning
• Business Structuring
• Cashflow Management, including debt structuring
• Business Sale & Purchase
In my role I am responsible to my clients. My responsibilities include helping them manage their cashflow and tax , improving profit margins, as well as assisting with planning for business expansion or business exit.
Outside of Work
Family & Friends, raising three young kids with my wife keeps me pretty busy. I am a true Bay of Plenty boy at heart and love the lifestyle of living at the Mount. I am a big sports fan and love riding the highs and lows of being a loyal Black Caps supporter.
“I always try to meet my clients at their place, because who’s ever really enjoyed a visit to an accountants office”