PRINCIPAL Allan Gilligan, CA, CMA, CPA (Aust), SIA, JP Management advisor on profit improvement, capital structuring, costing and Information Technology. Consultant to off-shore investors moving into New Zealand on business planning and budgeting. Specialist in personal financial planning, and business education courses and seminars. Click here for Allan's web page.

Angelique Henri Angelique joined our compliance and Property Investment team in 2008. She has successfully completed her Bachelors of Accounting and her Postgraduate Diploma in Business. She intends to continue her studies on her path to becoming a CA.

Craig Clarke Craig is a member of the audit team with experience in a wide variety of audits from small not for profits to issuers. He has also undertaken study in corporate finance. An expert MS Excel user Craig can not only create spreadsheets for any purpose, but can also provide easy to understand training on all matters regarding MS Excel.

Jorina Lai Ping Lo, ACA(Provisional), BCOM Account Manager in our compliance and property investment team. Associate Chartered Accountant(Provisional) with experience in taxation and business advisory services such as property investment and  advising client with tax issues and tax planning. Also focuses on providing the  best business structure(Family Trust, Company, Partnership, Sole Trader) to suit client’s needs.

PLUS A TEAM OF.. 

Experienced accounting, clerical and office support staff. Our team of accountants, financial advisors, analysts and information technology consultants strive to provide our clients with solutions to help guide them towards financial success.

Our focus on the quality of life helps us to emphasize meeting long-term objectives, not just short-term problem solving. We emphasize wealth building one step at a time. We are aggressive, yet practical. Working as a team, we consider both the qualitative and quantitative aspects of client needs.