Managing Director

Peter Taylor

Qualifications: CA, MBA, CICM, CPP
Location: Auckland Central

Experience: Peter has more than 27 years of chartered accounting experience which covers not only investments, not for profits, trusts, various business and service types. This includes local branches and subsidiaries of multinational companies with cross border tax considerations, franchises, and managing residency matters for individuals to or from New Zealand.

Peter’s commitment to providing clients with a high level of service makes the difference. He is a successful property investor and runs his own property portfolio of which includes both commercial and residential properties. He has comprehensive property knowledge and will give you great advice as to where and how to invest. He believes in protecting these assets by using the right business structure combined with an emphasis on balanced cash flow and capital growth.

Peter works with his clients to ensure they function effectively in today’s demanding business environment by using his business expertise and practical and professional knowledge not only with financial issues but also strategic. Essentially he challenges his clients to “think outside the square”.

Expertise: Due-Diligence, Estate Planning, Tax Planning, Business Structures, Residential and Commercial Property, Business Process Re-engineering, Trusts, Not for Profits, Small to Medium Businesses, Franchises, Mergers and Acquisitions

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Assistant Manager

Isa Taylor

Qualifications: SAIPA, B.Com
Location: BDS North

Experience: Isa has an extensive background in accounting since with over 15 years’ experience primarily in the public practice sector. Isa’s experience includes providing a range of accounting, tax, compliance and advisory services across many industries.

Not only does she believe in work-life balance for herself or our staff but has a passion for getting clients to use software to their best advantage and minimize the time they have to spend on paper,
thereby giving them more time to focus on the important things.

Due to her strong background in accounting and especially SME’s she has acted as a trusted advisor to clients and believes in getting involved with them ensuring that decisions made take into consideration all applicable matters, not just tax.

Expertise: Financial and Management Reporting, Tax Planning, Business Structures, Small to Medium businesses and Budgeting and CashFlow.

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