Findex map marker

Findex Wanaka

Address

Ground Floor, 21 Brownston Street
Wanaka 9305 NZ

Phone

03 443 0086

Hours

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

Advisers in this office

Alistair King

Partner

Phone

03 443 0086

Biography

Alistair is considered one of the top wine industry specialists in the commerce area in New Zealand. He is recognised as a leading wine record keeping auditor with the Ministry of Primary Industries and New Zealand Wine Growers. As well as the wine industry, Alistair also specialises in business structures and restructuring, financial modelling, feasibility and taxation.

Paul Moodie

Senior Partner

Phone

03 443 0086

Biography

Paul’s clients include both public and private sector entities, as well as not-for-profit organisations. He has in-depth experience across all areas of governance, business management and leadership, as well as sales and acquisitions. An expert trainer and highly respected business facilitator and coach, Paul is a certified trainer of Franklin Covey’s ‘7 Habits of Highly Effective People’ and the de Bono Innovation Institute’s creative thinking skills. He is an independent Director on a number of boards and is a trustee of a number of charities. A clear thinker with a strong attention to detail, Paul is able to guide and support business owners and charities to achieve their goals.

Peter Humphrey

Senior Client Manager

Phone

03 443 0086

Biography

Peter has over 15 years’ local experience and is able to assist with advice on compliance, management reporting, budgeting, and feasibility. He looks after clients in a range of industries including retail, hospitality and property including related trades and professions.

Shane Gibson

Partner

Phone

03 443 0086

Biography

Shane specialises in the commercial retail and hospitality sectors. He works with overseas clients, dealing with the particular taxation and structural issues of doing business within New Zealand and also has a number of clients in the building industry. Shane also provides board and management services to a range of organisations.

Brendan Hearle

Associate Partner

Phone

03 443 0086

Biography

Brendan is an Associate Partner for Lending and Finance in New Zealand. Brendan provides debt structuring services for all business clients within the family office and sources funding from banks and financiers directly to ensure the clients best interests are always met or exceeded. Brendan has a wealth of experience, having worked for New Zealand and Offshore Banks and Financiers in Sales, Risk, Strategy and Management roles for the past 20 years.

My Specialties

Lending and Finance

Rachel Prendergast

Associate Partner

Phone

03 443 0086

Biography

Rachel has been a member of the Findex Central Otago team for 15 years with experience in adventure tourism, hospitality and accommodation, local and central government services and business strategy. Rachel has a passion for the outdoors and adventure activities with involvement in a number of sporting and community organisations as an active member, volunteer and various governance roles. She is always looking to communicate with and add value to individuals and their businesses.