Articles and updates

Growing businesses face a puzzling situation – sales are increasing, but bank balance remains low. This cash flow disconnect leaves many business owners wondering where their money goes each month. The growth paradox For many New Zealand family businesses, growth brings unexpected challenges. As revenue increases, available cash often decreases, creating a cash flow squeeze […]

Children in Family Office environments have the unique advantage of growing up with considerable financial resources at their disposal. However, with this privilege comes the responsibility of managing wealth wisely and understanding the legalities surrounding relationship property. In many of the families we work with, financial management often falls into the hands of an individual. [...]

In November 2023, I went on an enlightening journey to China, visiting the bustling metropolis of Shanghai and the Zhejiang Province. This trip offered me an interesting perspective on the evolving landscape of China, marked by its less international ambience and the impact of various socio-economic factors. A shift away from internationalism One of the […]

Society of Trust and Estate Practitioners (STEP) was founded in 1991 and has since grown into a globally recognised organisation with 22,000 members across 200 countries. Its members include lawyers, accountants, financial planners, and other professionals who advise clients on trusts, estates, and inheritance planning issues. STEP 2023 Asia conference was held in Hong Kong […]

Inflation is a hot topic at the moment. While cash inflow is stable or decreasing, cash outflow is increasing dramatically – some items have doubled or tripled their price in the last two years! So, what can we do to handle the situation, or at least, survive? I’ve stepped into different shoes to understand people’s […]