Articles and updates

Imagine being able to centralise the management of investments, accounts, and assets and get a comprehensive view of a family’s financial situation. Or minimising tax liabilities and optimising tax strategies to preserve wealth across generations. There are many more reasons why a Family Office support service exists. The best way to describe Family Office, is […]

Every year has its issues. But every year I reflect on my learnings and take something good from it. Why? Then I won’t have the same problems the next year – upwards and onwards people. So here are five key things I learned from 2022 that I thought might be (somewhat) worth noting. Time is […]

You may recall when Covid first hit our shores and we were forced into lockdown with everyone working from home (or at least those of us who were lucky enough to be able to). Inland Revenue (IR) released a number of determinations, reflective of the fact that employers were reimbursing their employees for the additional […]

I often hear one of the two comments in the business environment – “don’t take it personally” or “it’s business, not personal”.  I’ve heard it said about feedback, difficult discussions, restructuring, ups and downs in the workplace – in fact, any daily workplace issues. What a ridiculous idea! Work is where we spend the majority […]

The Annual Enterprise Survey is out – it measures the financial performance and financial position of New Zealand businesses. I commented on the same survey last year (click here to read it) and it proved yet again to be an interesting read on what is and isn’t thriving. The survey provides insights into what your […]