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Our Team

We are a team of people who truly care. The depth of our advice, the breadth of our community of like-minded professionals, and our commercially rounded team members are what make us different. We are invested in the success of our client’s business journey, every step of the way.

Meet our leadership team below.

All locations
Auckland
Wellington
Lower Hutt
Hawke's Bay
Wairarapa
Dan Henderson

Managing Director

Dan is passionate about helping his clients be successful and making advisory services accessible to every business owner.

Brendan Waters

Director

Brendan is committed to helping clients achieve the three freedoms – Time, Mind & Financial Freedom.

Hansa Patel

Director

Hansa enjoys working with her clients to help them achieve their goals and to provide clear and relevant financial information

Sam Ogle

Director

Sam loves helping his clients solve problems and reducing their pressure points

Jess Tietjen

Director

Jess enjoys working alongside clients to help grow their businesses and achieve their goals

Jason Keen

Director

Jason has a passion for business and loves working alongside his clients to help make their business a success
Ben Lisipeki

Associate Director

Ben loves working closely with his clients to help them achieve their goals

Lou Davies

Associate Director

Lou loves working closely with businesses to help with goal setting and to keep them accountable.

Man Yu Woodward

Senior Manager

Man Yu is passionate about working with clients to reach their goals and to enjoy the journey.

Stacey Taylor

Senior Manager

Stacey has strong connections with her clients; she is with them on their business journey every step of the way.

Rochelle Toop

Senior Manager

Rochelle enjoys helping business owners grow their businesses & assisting them with financial and tax complexities that come with running a business.

Megan Plumridge

Manager

Megan loves getting into detail and helping her clients work more efficiently.

James Roskvist

Manager

James takes enjoyment from utilising his skills to provide valued input throughout client’s businesses.

Rajnesh Narayan

Manager

Rajnesh enjoys helping clients to meet their compliance obligations and provide guidance on financial goals

Anna Crow

People & Culture Manager

Anna’s passionate about creating an environment that recognises and supports each employee’s individual journey

Michelle Stirrup

Business Support Manager

Michelle enjoys working with the team ensuring Business and Administration processes are aligned

Claire Bryant

Marketing Manager

Claire loves keeping our clients up to date with key information through our digital platforms