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

Hui Chen, CA Qualified Chartered Accountant with a strong knowledge of income tax and cross border business tax effective structuring. Also has special interest and strength in the best use of family trusts which clients will find very helpful.

Blessy Pascual, CPA MBA Senior Account Manager in our compliance team, and is managing our Property Investment team. A qualified CPA with an impressive accounting and tax background.

Leah Lozano, CPA, MBA, CFSA, CIA Senior Auditor of our Audit Team. Is qualified in external/internal audit, financial analysis, risk management systems and regulatory compliance.

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.