Findex Auckland

Biography

Belinda works closely with businesses helping them to make more informed decisions and identify key areas to focus on. She specialises in helping clients to create wealth, through growth, increased profits, improved cashflow, protecting assets and assists them with establishing an exit plan for retirement. Belinda has worked with a variety of accounting packages and can advise organisations on which software will best suit their specific business needs. She has experience in the medical and health, hospitality, construction, wholesale and retail industries.

Biography

With 30 years of business services under his belt, Grant has extensive experience within the property, engineering, brewing and shipping industries. He specialises in management accounting, business development and tax compliance. Grant sits on the board of a number of large private companies, and was one of the founding directors of All Black Promotions Ltd. He is also a member of the St Cuthbert's College Board of Trustees.

Biography

Greg joined Findex in 2013 and is responsible for the tax division in New Zealand’s North Island. He has a Master of Commerce (Hons) and is a member of Chartered Accountants Australia & New Zealand. With over 25 years of tax structuring and consulting experience, including over 17 years providing advice to New Zealand businesses as well as ten years practising tax in China, Hong Kong and New York, Greg has considerable experience in a broad range of areas.

He is a director and board adviser to several companies. Prior to joining Findex, Greg held various senior positions with PwC and prides himself on being able to translate complex tax laws and regulations into easy to understand and practical advice. Greg is committed to helping clients make sensible strategic decisions about their business and taxation affairs.

Biography

Heta works with a breadth of businesses ranging from iwi organisations to SME's (small-to-medium-sized businesses). With an emphasis on helping businesses and organisations make the right decisions at the right time, his approach is focused on ensuring he delivers value for business owners and decision makers. Heta works in key areas: Export development; Maori business development; Facilitation of projects and joint ventures with Maori organisations; Business plans/strategic plans; Feasibility Planning.

Biography

Jennie has over 15 years experience providing assurance services both in New Zealand and United Kingdom. She has worked with a wide range of clients from small to medium-sized organisations through to multi-national companies. Jennie has experience with clients operating across a diverse range of industry sectors including: education; service organisations; transportation; not for profits; education; retail and wholesale; manufacturing; and building and construction. She enjoys working with senior management to identify areas within organisations that are not operating effectively and efficiently, and providing workable and best practice solutions.

Biography

Before she joined Findex in 2018, Katherine worked as a Group Financial Reporting Manager for Frucor Suntory, partnering with the business units in New Zealand and Australia. She was also the liaison (on behalf of the New Zealand and Australian business units) with shareholders on reporting and compliance matters. Katherine first aims to understand her clients’ objectives and partners with them to recommend commercial and pragmatic tax solutions.

Biography

Kurt co-leads Crowe Horwath’s highly skilled audit team, providing valuable assurance services to clients. He has over 29 years experience providing Assurance Services to a broad range of businesses including: Small to large organisations; Publicly listed entities; Overseas owned companies. Kurt also carries out special investigations, due diligence assignments, internal control and systems reviews, documentation of risk management and other business consultancy work.

Biography

Leicester has played a significant role in the accounting field both in Auckland and throughout New Zealand.  He predominantly provides comprehensive commercial and tax advice for trusts and medium to large businesses.  Providing services and support for not for profits, is a true passion of Leicester’s.  He is particularly aligned to the healthcare sector, including dental and GP.  Leicester’s clients know they are in capable hands.  Through his experience, he appreciates the challenges a wide range of businesses face across a plethora of industries.  Leicester ensures every aspect of his work is delivered to the highest possible standard, leaving no stone unturned.

Biography

Martin's area of specialty lies in business improvement and management consulting, as well as taxation, strategic planning and structuring advice. He is closely involved with the fashion, manufacturing, property development, franchise and construction industries. Martin works to help clients improve the value and performance of their business through strategies in structuring, planning and financial analysis. With over 20 years' experience he also provides expert advice on valuation matters for acquisitions, dispute resolution and shareholder agreements.

Biography

Rachel is an experienced tax accountant with over 15 years of experience in corporate tax issues, accounting for income tax under IFRS, and cross-border transactions. She has significant experience in providing taxation services to a wide range of clients from small businesses to large multinational organisations and has multi-sector expertise including agribusiness, infrastructure, and manufacturing.

Biography

Ryan is committed to helping clients make wise decisions about their business and taxation needs. He is driven to provide tailored and timely advice that cuts through the complexity and provides a commercial and practical outcome. Before joining Findex, Ryan was in the transaction services team of a leading Big 4 firm, advising clients on the tax implications of large transactions. Ryan’s clients range from individuals and trusts to privately owned New Zealand companies and multi-national groups, to whom he provides a broad spectrum general tax matters, property tax, international tax, M&A/transaction services and trans-Tasman tax.

Biography

Having worked in the insurance industry for 16 years, both as a self-employed Risk Adviser, for both established and newly established businesses I understand the way to achieve the best outcomes for my clients from start to finish.

I am passionate about my clients, their businesses and providing them with the best advice and outcomes possible.

I am Level 5 Certified in Insurance Advice.

Biography

Andrew is an Associate Partner for the Commercial Lending and Finance team based in New Zealand, he provides advice on debt structuring and debt sourcing on wholesale transactions for Findex clients on both a transaction specific and ongoing basis.

Andrew has 15yrs experience within the Corporate Finance teams of financial institutions based in New Zealand and the UK, he holds strong relationships throughout the financial industry including banks, 2nd tier lenders and private/finance.

Biography

Brendan’s career has over 24 years audit and assurance experience. He has conducted assignments including financial statement audits, reviews and other specialist assurance assignments.

Brendan’s particular passion and focus is working with New Zealand’s SME’s and supporting them as a trusted adviser with their growth and transformation journey’s. He has also led a number of NZX listed entity audits and has acted as an Approved Auditor for the Office of the Auditor-General for the audits of public sector entities.

Biography

With over 18 years’ corporate finance experience, Chris provides specialist Corporate Finance advice specifically related to helping business owners and shareholders divest their companies through a contestable sale process.

With a focus on mergers and acquisitions, Chris provides a broad range of corporate finance services including valuation services, discount rate assessments, financial modelling and the undertaking of independent strategic reports for businesses and councils. He also provides advice to businesses looking to make acquisitions.

Using insights developed through his time running his own business, Chris helps clients manage some of the strategic and day to day business challenges facing business owners. His knowledge is broad ranging and spans a variety of sectors including food and beverage, tourism, aged care, nutraceuticals, manufacturing, education, transport and logistics and healthcare.

Qualifications and Professional Memberships:

• Bachelor of Commerce (Hons) / LLB

Biography

Craig joined Findex in 2017 through the acquisition of Wealth Works, where he had been providing clients with investment & financial advice since 2010. Prior to that Craig was advising clients of another Auckland based accounting firm. Craig is the Adviser Representative on the Findex New Zealand Investment Committee, ensuring that the voice of clients is well considered in all decisions. He is committed to providing well rounded financial advice for all clients. He takes a holistic approach and considers all elements of a client's financial and lifestyle situation before developing strategies to achieve their goals.

Biography

Dylan works closely with his clients to create a lending strategy that meets both their current needs and accounts for their future goals. With particular expertise in home loans, Dylan enjoys helping families all around the country, whether they are buying their first home, upgrading, or purchasing investment properties. Dylan can also assist with property development finance, short-term funding for property trades, bridging loans, refinances, and loan renewals. He holds a Level 5 Certificate in Residential Property Lending.

Biography

Kaajal, works closely with businesses helping them to make more informed decisions and identify key areas to focus on. Her main focus is on helping clients to create wealth, whether that is through growth, increased profits, improved cashflow, protecting assets or establishing an exit plan for retirement. Over her 18 years in the industry, she has worked with a variety of accounting packages and can advise organisations on which software will best suit their specific business needs. She also has considerable expertise in the following sectors: medical and health, hospitality, advertising, construction, property development, wholesale and retail.

Biography

Liana is a Business and Finance graduate and has recently started her career in financial planning and wealth management with Findex. She has had a longstanding interest in this field and has developed a genuine passion for it. Financial planning and wealth management are the fundamentals for good financial health, and helping people to capitalise on their full financial potential is Liana's goal for all her clients. She has a keen interest in behavioural finance as a growing field in the world of investment. Liana had a previous career in the real estate industry and has a strong focus on customer service, and understands the importance of exceptional customer experience. Having worked with a wide range of clients throughout her real estate career, she has the skills to analyse and address clients' needs. Liana is fluent in English, Armenian and Russian.

Biography

As a Software Consultant in the Business Advisory team, Lisa supports our team and their clients picking up the right digital solutions, implementing the systems and providing best practice training. Utilising the benefits of the modern digital solutions and leaving you more time focusing on growing your business is her goal. It can be a challenge deciding on what software is right for your business with so many options available. Lisa enjoys analysing the gaps in your existing systems, what you want to achieve and what is best for you. Making technology speak your language is her goal.

Biography

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.