Managing Director
Dan is passionate about helping his clients be successful and making advisory services accessible to every business owner.
Director (Auckland)
Brendan is committed to helping clients achieve the three freedoms – Time, Mind & Financial Freedom.
Director (Auckland)
Hansa enjoys working with her clients to help them achieve their goals and to provide clear and relevant financial information
Director (Hawke's Bay)
Sam loves helping his clients solve problems and reducing their pressure points
Director (Hawke's Bay)
Jess enjoys working alongside clients to help grow their businesses and achieve their goals
Director (Wellington)
Associate Director (Auckland)
Ben loves working closely with his clients to help them achieve their goals
Senior Manager (Auckland)
Man Yu is passionate about working with clients to reach their goals and to enjoy the journey.
Senior Manager (Wellington)
Stacey has strong connections with her clients; she is with them on their business journey every step of the way.
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.
Manager (Auckland)
Megan loves getting into detail and helping her clients work more efficiently.
People & Culture Manager
Anna’s passionate about creating an environment that recognises and supports each employee’s individual journey
Marketing Manager
Claire loves keeping our clients up to date with key information through our digital platforms