Naomi is a long-standing member of the Findex team, having joined in 2013. Based in Wānaka, she works closely with small and medium-sized businesses across a range of industries, including property investment and development, trades, construction, real estate, professional services, tourism, hospitality, and retail.
Naomi provides practical support across accounting and tax compliance, management reporting, budgeting, and forecasting. She also has a strong interest in digital solutions, helping clients review and streamline their systems and processes to improve efficiency and support better business decisions.
Naomi builds strong partnerships with her clients by taking the time to understand their goals and challenges. She is a supportive and approachable adviser who provides clear, actionable advice to help clients make confident decisions and achieve long-term success.
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