When you request a meeting, here's what will happen...
Step 1: Book a meeting
After we receive your information we'll contact you and arrange a meeting to review your position. We can meet by phone, skype or in person. You don't need to live in the Auckland area, or even in NZ, for us to help.
Step 2: Review your affairs
Next we'll collect and review the information that you provide us. Included would be your current taxation affairs and, if relevant, your asset protection structures (trusts etc) as well as estate and investment matters.
Step 3: Meeting & recommendations
Next, we come up with any improvements that can be made, and discuss them with you in the meeting along with our verbal recommendations. We'll give you a cost-benefit analysis, including all costs to implement, such as setting up trusts, conveying assets, valuing shares, moving property, setting up gifting programmes, etc.
Step 4: Implementation
If you choose to proceed, we will write a comprehensive report with diagrams of your current and proposed structures. It will include full commentary, written advice and recommendations. Included in the advice (if appropriate) will be instructions to your solicitor on what we need them to do, banking instructions on how to structure or restructure debt, and advice on what you need to do yourself. It's all presented with checklists to make sure everything gets done.
Step 5: Ongoing management
Finally, we provide follow-up advice and support to you, your solicitor, banker and other advisors as required during and after the restructure process. This ongoing process ensures you pay minimum tax, maximise your asset protection and helps you to navigate your way through investing and business decisions.
IMPORTANT NOTE: Some clients wish to retain their existing accountants, and use us as experts in a particular area. That is no problem to us. We are happy to work in with your existing law firm and accountants, or we can replace your accountants and work in with your solicitors. We'll give you the options and our recommendations and you can decide.