Planning Packages for Business
Accessible & affordable planning for Kiwi Businesses.
Have a chat to our advisers for free. Start planning now, pick a package later.
No Obligation. No Risk.
Business Package Options
Add ons to bulk up your plan
Business and Marketing Plan
Let’s build a one page plan outlining the next 3 years targets. We’ll help mitigate the 4 key risks that cause 75% businesses to fail. Then focus you to the 5 success factors; Right People, Right Product, Right Plan, Right Process & Right Payoff.
Share transfer
Whether you’ve chosen to incentivise an excellent team member, offering an IPO, bringing on a new director or exiting your company we can help transfer ownership seamlessly.
Trusted Advisery Service
We act as a change agent, building the case for change and managing politics of change within your organization. We’ll act to ensure you achieve the outcomes that you desire whilst offering friendly advice along the way.
Lending Restructures
Increase your cash flow by maintaining the most competitive repayment solutions for your business. We’ll discuss options to get your out of debt faster or leveraging your assets for future growth.
Investment Planning
New Zealand is a country built on SME’s by determined, skilled and creative people. Business owners often find it easy to build empires based on niche knowledge from their field. We provide advice and solutions to grow wealth outside of your area of expertise.
Employee Benefits
Employee Benefit Solutions are powerful ways to retain and reward your workforce. We provides a number of flexible pricing and coverage options to help retain your most valuable people.
A word from our clients
