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
Lower Hutt
Hawke's Bay
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 (Auckland)

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

Hansa Patel

Director (Auckland)

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

Sam Ogle

Director (Hawke's Bay)

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

Jess Tietjen

Director (Hawke's Bay)

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

Jason Keen

Director (Wellington)

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

Associate Director (Auckland)

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

Man Yu Woodward

Senior Manager (Auckland)

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

Stacey Taylor

Senior Manager (Wellington)

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

Rochelle Toop

Senior Manager (Hawke’s Bay)

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

Megan Plumridge

Manager (Auckland)

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

Anna Crow

People & Culture Manager

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

Claire Bryant

Marketing Manager

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