Through my deep expertise in wealth and funds management tax and understanding of how it all fits together, I strive to make a positive impact for New Zealand investors and their financial well-being. I strongly believe that we each have something powerful to contribute, and that by being curious, listening carefully, and embracing others’ input, we can achieve the best possible outcome.
I work closely with clients to provide positive solutions to their tax matters that fit within the organisation’s wider processes. By also ensuring there are no undue tax risks, my goal is to let clients concentrate on growing their business. I work across a range of clients and industries, but am particularly passionate about the financial services sector, where I have deep expertise in wealth and funds management tax and systems.
I’m also a husband and dad who’s passionate about football, enjoys getting outside, and enjoys giving back and helping people develop and succeed in being their best.