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Request a Meeting or Get Help From GRA

Request a Meeting or Get Help From GRAWe can work with you via telephone, Skype and email, wherever you live in the world.  You don't need to live in Auckland, New Zealand, to get help from us. 

So, are you ready to take the first step and have a no-obligation discussion with us?  Fill in the form below. 

There really is no 'one size fits all' answer for everyone since everyone has different financial and family circumstances.

We've created a logical and easy to follow 5-step process (scroll down) to explain what happens once you request an interview from GRA.  If you decide to go ahead and let us help you solve a problem, we'll ensure our fees are fully explained so you're in control each step of the way.

Go ahead and complete the form below.  After we receive your details, we'll contact you as soon as we can. It costs nothing to take the first step.

* Please note that we offer one free meeting per client and/or family group. The free meeting is at the discretion of GRA. Special conditions apply. 

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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.




Client Testimonial

Hi Salesh, I just wanted to send you an email on behalf of GRA so say how fantastic we have found your company to date. As you know, Ben and I joined GRA a couple of months ago and have just found you so amazingly helpful in getting our new property set up correctly and sorted out. We have what I would consider a rather complicated structure as a result and it’s a fantastic feeling to know that we are getting everything done in the best way possible. We have just had approval to put a minor dwelling on the property which will make a massive difference in terms of cash flow and obviously value, something we would never have even thought of without GRA and which we are very excited about. During the buying process we attended a seminar with Matthew and from the outset thought he was fab. We therein signed up for property school and found this nothing short of fantastic. The content was relevant, up to date and comprehensive, but more importantly it was taught in a way that we could actually understand and really get value out of. I’ve copied Janet into this email as she provided us her email address in the first class, another example of how personable you are and lovely to deal with. I wanted to mention also, that everybody GRA have recommended to us has been just so efficient and absolute masters at what they do. A wonderful network of people that we feel very lucky to now be able to call on. From Kris Pederson and Bryan Rist who put our mortgage together to the insurance guys they then referred us to, I’m super impressed. Within GRA, Ellery has probably turned things around for us faster than I’ve ever known before, something which we appreciated so very much when it came to crunch time. She’s always a pleasure to deal with and again, we’re stoked. We’ve just settled on the property today and are about to go and get the keys. I’m pretty pumped and hence this email is probably rather excitable. So, a massive thank you to you Salesh, the partners for such a fabulous 6 weeks at property school and everyone at GRA for their help. May this be the start of our property empire. Thanks again,
A & B - July 2015

NEW ZEALAND TAX CALCULATOR


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