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BusinessBuilding business partnerships that grow with you
When business owners talk about what they need from their advisors, they rarely mention just the technical services. What they really want is someone who understands their vision, anticipates their challenges, and stands beside them as they navigate growth and change. Yes, this is unashamedly a message about how we can help your business. But […]
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I had a dream, and you will have it too.
When a G1 (first generation) wealth creator has a business or an activity that they are proud of, and have a dream for its future, the most common mistake they make is to assume that everyone else will have that dream too. In particular their children. Some of the worst tragedies that I have witnessed […]
Business at first sight
Business marriage guidance, or how to deal with ‘business at first sight’. It has become a guilty pleasure, I have been watching ‘Married At First Sight (NZ)’, and a truly awful Australian show called ‘Seven Year Switch’. During a commercial break, it dawned on me that when people get into business together, they often do […]
The Trusts Act – not a negative.
The Trusts Act 2019 received royal consent in July 2019 and will come into effect after 30th January 2021. The Act codifies existing practice surrounding trusts. The key changes are: Extension of a trust’s life from 80 years to 125 years. Defined trustee duties to mandatory duties and default duties. Default duties can be contracted […]
Growing business value for retirement
So you’re running a business, and you’re thinking about retirement. Nobody will be able to run your business the way you do, but just shutting your doors probably means you will be throwing money away… What’s the game plan? Are you going to hand over the reins to an employee, or family member? Or are […]
The Maritime Room Event
Gilligan Sheppard’s last event for the year and you’re invited. 5.30pm – 8.30pm, Monday 11th November 2019.The Maritime Room, Princes Wharf, Auckland CBD. We have two inspiring speakers booked, as well as networking and getting to know more of the GS team. More details to follow.BOOK your seat now as space is limited.Let us know […]

