Business Advisory

Our range of business improvement and advisory services will help you achieve your goals, minimise risk, grow your business and increase profitability. 

Business improvement

Our experience across a wide range of industries gives us the ability to act as a sounding board, whatever stage your business is at. Our team can establish key performance indicators for your business and work with you to implement systems and processes that will help you meet these targets.

Our operational reviews provide clear direction and recommendations that will support your business to reach its true profit potential. 

Budgets, forecasts and cashflows

Together we will develop a realistic budget for your business that sets a clear, agreed plan for the short, medium or long term. Regular comparisons with your actual results will highlight areas that require attention.

Forecasts and cashflows are valuable business tools and an essential part of business planning. Our team will work with you to understand the purpose of the projection and tailor for your business and financial objectives.

Business planning

We can assist you with establishing your new business including Company formations, financial budgets and internal systems. We will mentor you through this start-up period.

We can also help you plan your exit strategy, whether through succession or sale of your business.


We will provide a robust, independent valuation to assist you with purchasing an existing business.

An indicative valuation may be useful for determining a fair share value for a business sale or any related party share transfers, such as shareholder buy-outs or family succession. 

Retirement and estate planning

Early planning and the right investment structure can provide you with on-going income and certainty in your retirement years. We can work with you and your investment advisors to ensure you have the right structure and plan in place to achieve your long-term goals.

Any time your family circumstances change, we can assist you to review your will, family trust and memorandum of wishes to ensure your instructions are still relevant and reflect your intentions.

Trust compliance

The management of family trusts can be complex and increasingly challenged in the Courts. We are familiar with the application of the Trustee Act 1956 particularly in regard to trustees' duties and the rights of beneficiaries. We can document trustee decisions and beneficiary distributions in compliance with the Trust deed and assist you with developing a memorandum of wishes. We offer a risk management review that can identify potential conflicts of interest or perceived breaches of the Act. 

ACC and income protection insurance

We can review your current levels of income protection cover and suggest alternatives that provide cost effective protection should illness or an accident occur.


Sign up to our newsletter
* essential
Contact Us
Gardiner Knobloch House
15 Shakespeare Road,
Napier, New Zealand
Telephone: 06 835 5018
Latest News