asset protection

Succession Planning

As accountants, we like our clients to think ahead… even on a 3 to 10-year timeframe. A major part of this is Succession Planning. Where Succession Planning is concerned, clarity brings opportunity… and the risks of “getting it wrong” can be significant.

Audit

Cockroft joins forces with Alliott NZ

Auckland Accountant, John Cockroft, who includes tax strategies, audit, forecasting, financial planning and funds management as part of his services, announces his merger with Alliott NZ Ltd Chartered Accountants, one of New Zealand’s Top 30 accounting firms.

financial planning

What about Greece from an investor's perspective

The world's markets and media financial pages have been consumed recently by the stand-off between debt-laden Greece and its international lenders over the conditions of any further bailout. New Alliotts Financial Advisor and Investment Specialist Michael Beech flags some key points to keep in mind.

financial planning

Alliott NZ adds wealth advisory specialist

​Offering expert wealth management advice to individuals, families and charitable trusts, Michael Beech works with Alliotts clients to provide a one-stop-shop. Michael believes that good advice starts with an in-depth knowledge of an individual’s circumstances so he is proficient at identifying specific needs and tailoring a wealth strategy to suit.