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Findex Richmond

Address

20 Oxford Street
Richmond 7020 NZ

Phone

03 548 2139

Hours

Monday - Friday
8:30am - 5:30pm

Advisers in this office

Andrew Smith

Partner

Phone

03 548 2139

Biography

Andrew works with a range of businesses across many sectors, including engineering, construction, marine businesses, transport, trades, services industry, wholesale and retail. He has expertise in business planning and growth, governance, buying and selling businesses and project management.

My Specialties

Business Advisory

Bronwyn Monopoli

Associate Principal

Phone

03 548 2139

Biography

Bronwyn specialises in rural business accounting services, taxation and business advice and brings over four decades experience to her clients in the agricultural sector. She has top level governance experience including directorships on a number of high profile organisations. Bronwyn has an MBE for Services to Business, a Doctorate of Commerce (honoris causa) Massey University, and was awarded the Women’s Suffrage Centennial Medal.

My Specialties

Business Advisory

Brent Cheyne

Associate Partner

Phone

03 548 2139

Biography

Brent works with many types of clients including those with investments, sole traders, partnerships, companies, not-for-profit organisations and sporting bodies. Their businesses span a range of sectors and Brent has specialist knowledge of wholesaling, retail, professional services, trade services and aquaculture businesses and can assist with governance, structures, growth management, succession and tax planning

My Specialties

Business Advisory

Rachel Fraser

Senior Manager

Phone

03 548 2139

Biography

Rachel has a passion for business in the rural sector, having grown up on a dairy farm. She brings over a decade of accounting and business advisory skills to assist her clients in both agri business and general business areas and has expertise in cashflow forecasting as well as helping set up new businesses.

My Specialties

Business Advisory

Alex Davidson

Associate Partner

Phone

03 548 2139

Biography

Alex joined Findex in May 2012 as a Specialist Tax Advisor and brings over 20 years of experience in accounting, commercial and teaching roles. He has broad experience advising on tax issues across a range of tax types and clients, from structuring advice to guiding high net worth individuals and investment trusts in their tax obligations. Alex has a particular interest in assisting innovative start up businesses, including helping them move offshore.

My Specialties

Tax Advisory

Dawn Toughey

Risk Adviser

Phone

03 548 2139

Biography

Dawn has a strong insurance background and has experience working for a number of different insurers as well as in the banking industry. Her in-depth knowledge of risk and how to manage it means she can find and tailor solutions for even complex situations for her clients.

My Specialties

Risk Insurance

Diane Whittle

Adviser - Lending and Finance

Phone

03 548 2139

Biography

Diane is a registered financial adviser and has over 16 years experience in the banking sector as a personal banker & lending adviser, specialising in home loans, investment loans, refinancing, personal loans and debt consolidation. Diane works closely with clients to ensure their lending structure minimises interest costs, maximises tax deductibility and enables efficient repayment of debt. Outside of work, Diane enjoys spending her spare time coaching netball to players of all level’s and ages, being a great believer in ‘you are never too old to learn a new trick!’. When it’s not netball season, it’s all about relaxing, family time and exploring our amazing ‘godzone’ with her husband.’

My Specialties

Lending

Chris Hall

Adviser

Phone

03 548 2139

Biography

Chris assists commercial and private clients to protect your wealth, business or family through high-quality risk advice specialising in personal and key person insurance. Chris removes the confusion and ensures you are getting the best protection for your money. Chris joined Findex in 2019. He completed his Bachelor of Business at University of Technology, Sydney in 1997 and qualified as a Registered Financial Adviser (NZ) in 2017. Chris’ enjoys working with all clients from small to medium, to large businesses, protecting them from unforeseen incidents that will reduce wealth and income that will affect the family wellbeing. Chris has considerable experience in a broad range of industries having worked in Sydney, London and Melbourne over 20 years in helping organisations improve. Chris has been successful across multiple industries holding high-level leadership and governance roles, helping businesses and people achieve their commercial and personal goals. Chris enjoys partnering with clients to protect the things that matter most to them Chris is a passionate family man, a keen on and off-road cyclist, a technology nut, a tenacious character, entrepreneurial mind and a friend to as many as time allows.