As from 1 January 2013 I am a KPMG Business Advisory partner based in Tauranga.
Educated at Lincoln and Canterbury Universities I was previously a partner in another international accounting firm in Hawkes Bay (my original home) and Tauranga until 1997 when I formed a specialist private business Chartered Accounting firm. We accepted an offer to merge with KPMG NZ in 2013.
My clients are medium and large privately owned businesses and I provide business model development and strategic planning, valuation, restructuring, taxation and funding.
I sit on the Advisory Board’s of several private companies. I like to work with and admire people who take business risks with their own money.
Some say my strength is in being an innovative thinker with a real understanding of the business world. I believe strongly that having a clear vision, setting goals and systematically measuring progress are vital to business success. I also know that no one owns all the good ideas, so for business people getting a second opinion is always worthwhile.
We will explore your business structure to ensure that business risk is quarantined and that family interests are looked after. Together we will identify what is really important and look to improve it. I will offer a valuable "outsiders" view.
My clients will say that I am a realist, with an instinct for what works. That comes from experience as a business owner, investor and advisor. If there are inherent reasons your business, on fundamentals, will not work – why not sort these issues now rather than later? So the approach is "first, let's get the business model right". Then let’s set about making the business really work. And create wealth for you the business owner.