About Us

We are an one-stop Chartered Accountant firm providing accounting, tax, property consulting & training services to locals, expats/migrants and businesses. We have been providing tax training services since 2013 year and we have extended our services to tax, accounting and property consulting from 2020 year.

Our Difference

We strive to provide quality, affordable and efficient services to our clients and assist them to achieve their financial freedom. We outline below our main points of difference.

Qualified Experienced

Our team is Chartered Accountants, Property Consultants & tax tutors. We hold a degree in Master of Taxation Studies (Hons), Bachelor of Commerce (major in Accounting & Tax) & Bachelor of Property. We have:

  • more than 10 years of New Zealand tax, accounting & property experience and expertise;
  • worked at tax teams of a Big Four, mid-tier & small boutique Chartered Accountant firms specialising in taxation on land transactions, cross border taxation for migrants, IRD disputes and resolutions and small and medium enterprises;
  • tutored University students since 2013 year and lectured tax at Universities in Auckland; and
  • advised commercial and residential landlords with property portfolio size ranging from $1 million to $10 million.

Wealth Preservation and Growth Approach

We strive to preserve and grow your wealth and passive income simultaneously with your active business so you can enjoy the rewards seamlessly in the near future. Everything we do adheres to this approach to ensure you have the best chance of achieving your goals in a secure and sustainable way. We incorporate the four building blocks critical to financial success in our approach – educate, protect, grow and enjoy.

Hassle Free and Affordable Service

We provide tax, accounting and property consulting services under one roof. This means we are taking your tax, accounting and property hassles away whilst efficiency is maximised, costs are minimised and you can focus more on your core business activity. We are dedicated to provide value added, quality and affordable services.

Multi-lingual: English & Chinese

Our team speaks English, Cantonese and Mandarin. We understand the difficulties when venturing through unfamiliar regulatory, tax rules and different business practices. We can guide and navigate you through these challenges as well as bridging cultural and language differences so you can reach your goals securely and sustainably!

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Why Us?
  • Everything we do adheres to our unique wealth model – education, protection, growth and enjoyment
  • Value added, quality and affordable service
  • Family office means efficiency is maximized and costs are minimised
  • Flexible with our engagement – ad hoc, full engagement or just training
  • Well connected with reputable contacts in the property, legal, banking & insurance industries.

Our Mission

Our mission is to assist taxpayers to preserve and grow wealth via sharing our knowledge and providing a family office.

​Founded during COVID-19 as the need to preserve wealth and a family office are needed more than ever given all the risks in the COVID environment! Here, we are dedicated to provide value added, quality and affordable services.

​Based in Auckland, New Zealand, and providing services nationally and internationally.

​We look forward to meeting and working with you.

Our Blog

Get the latest blog posts and some practical advice to help you with tax, accounting and property matters


Strategies to combat interest limitation – New Builds, Residential Developments & Commercial Investments

September 2, 2021
With the new interest limitation rule, many residential property investors may not be able to deduct interest expense in the…

Significant decrease in revenue – Eligible for COVID business support and IRD interest and penalties relief?

August 27, 2021
Now, we are almost 2 weeks in since level 4 lockdown on 17 August 2021, more businesses (in particular commercial…

Automatic Exchange of Information & CRS – More transparency of overseas income and investment to IRD

June 30, 2021
New Zealand (NZ) has had an automatic exchange of information (AEOI) agreement with several countries for many years. In the…
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