We're focused on meeting the needs of businesses and the individuals within them through a collaborative approach to financial services. We pride our self on an integrated service offering, giving you the peace of mind that comes with knowing your financial and lifestyle goals are being worked on.
After graduating as an accountant and attaining a Bachelor of Commerce from Otago University, Phil began his accountancy career in Dunedin, New Zealand. He then moved to London working for a major accounting firm for a few years, returning to New Zealand in 1987. Phil’s experience includes both business advice and governance, particularly as a board member and adviser to a wide range of public companies and Local Authorities. He is an accredited member of the Institute of Directors of New Zealand and holds a Public Practice Certificate CAANZ. Today, Phil is New Zealand’s Executive Managing Partner (EMP). As EMP, Phil is responsible for shaping and delivering the strategic direction of the Region which spans multiple geographic locations across New Zealand. He does this through: - Leadership of the Managing Partners in the growth strategy for the business. - Providing leadership to staff in order to achieve the established business and operational goals. - Supporting succession and development of those on the Advisor Pathway. Phil places high importance on building and maintaining strong relationships with his managers, teams and clients.
Matthew is the Executive Managing Partner at Findex for the Southern Region including Otago and Canterbury. He has been extensively involved in a range of corporate divestitures and acquisitions in the construction, manufacturing, exporting and service industries. Matthew has helped manage companies in distress as well as those on a rapid growth plane, and at both a local and national level.
Dave has supported clients across a variety of sectors with assurance and advisory services. Originally from the UK, Dave has significant experience in the regulated financial services sector, not-for-profits and private businesses. As part of this experience, Dave has held several directorships in a number of regulated businesses, which has given him a unique commercial approach and real insight into best practice corporate governance.
Duncan the Managing Partner for the Central Otago region. He is the lead on corporate recovery and insolvency and has handled restructuring in the tourism, manufacturing, property, aquaculture, viticulture, agriculture and hospitality sectors. Duncan has a thorough understanding of business acquisitions and disposals, due diligence assignments, valuation assessments, business financing and taxation.
Hayden is the Managing Partner for Crowe Horwath Waikato. From a one person start-up business in 2013, to two locations and 31 staff, with local specialists in: Agribusiness, Bloodstock, Medium and Large Enterprises, Internal Assurance, Virtual Accounting, Personal Risk Management, Systems and Software, Tax, Banking and Treasury, and of course your traditional compliance work. Hayden’s background and experience provides him with a unique perspective in developing strategies, managing risk, and identifying new opportunities for companies.
Jeremy brings a wealth of experience to his role as Principal of the Findex Business Performance team. He has worked extensively across both the sporting and commercial sectors. His sound commercial, practical and hands on advice has seen him hold a number of senior financial and management positions in commercial and sporting organisations. Jeremy's key focus areas include business improvement, governance and business recovery work. His experience assisting businesses that have hit troubled or distressed times, has seen him involved in several high profile engagements in the sporting sector.
Neil is the Managing Partner of South and Head of Agribusiness, Neil leads over 100 staff with a focus on delivering absolute value and expertise to clients. He has 20 years experience in accounting and advisory services, particularly agriculture, manufacturing, estate & succession planning, corporate finance, business advisory, accounting, fishing, building and construction.
As the Managing Partner of Taxation Advisory, Scott leads the 100 plus Crowe Horwath tax specialists across Australasia as the preeminent national tax consulting practice in the owner managed/HNWI (High Net Wealth Individual) market. He is also a member of the New Zealand Institute of Chartered Accountant’s Tax Advisory Group.
Susan leads the financial services team of specialist advisers in the areas of wealth management, risk insurance, lending and general insurance. Her focus is to ensure exceptional client experience and a strong commitment to community, business development and an individual's success. Susan's professional background as an experienced operational executive with business and project management skills, including the practical application of highly regarded processes, has given her a deep knowledge of the challenges and opportunities for businesses and individuals which allows her to effectively guide the New Zealand team to meet the needs of their clients.