A Passion for Driving Growth
We are committed to driving growth and providing exceptional financial solutions tailored just for you. Let's team up and turn your business dreams into reality!
Our Services
Business Advisory
At Direct Advisory, we're here to make your business journey smoother. Our advisory services offer straightforward, practical advice to help you tackle business challenges and seize opportunities. With our experienced team by your side, you'll have the insights and strategies you need to kick your goals. Let’s work together to make your business goals a reality.
Fractional CFO
Our Fractional CFO services are designed to give you the financial expertise of a CFO without the full-time commitment. We offer strategic financial planning, insightful reporting, and expert advice to help your business grow and succeed. Whether you need help with budgeting, forecasting or financial strategy, our team is here to support you every step of the way. Let us handle the numbers, so you can focus on what you do best.
Compliance
Our Compliance services focus on ensuring your financial statements and tax returns are accurate and timely. We also handle GST, FBT, and PAYE returns, making sure you meet all IRD requirements without stress. Our team takes care of the details, so you can concentrate on growing your business. With our expertise, you’ll have peace of mind knowing your compliance needs are fully managed.
Our Values
Relationships
We're all about connections – whether it's with our clients or partners, building strong relationships is at the heart of everything we do.
Communication
Let's keep it simple and straightforward. We're here to make sure everyone's on the same page and support each other in learning and growing together.
Family
Family is important for us – it is why we do what we do. We understand the importance of family in your life and business, and we're here to support you every step of the way.
Innovation
We're always on the lookout for new and better ways to do things. Let's keep it fresh, keep it simple, and keep moving forward together.
Celebrate
From hitting milestones to just making it through the week – we believe in celebrating every success, big or small. Let's raise a glass and toast to all the wins, together!
Our Team
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Ian has years of experience at both Big 4 and mid-tier accounting firms. He brings a wealth of experience to his clients and embodies the term "direct"; you always know where you stand.
Ian loves working alongside his clients to deeply understand their business and focus on helping clients grow and achieve their goals.
Outside work Ian loves spending time with his young family and watching all sports with a drink in hand.
Sam has held roles in large Practice in New Zealand, alongside commercial experience in the UK. During this time he has gained experience in a number of sectors, including Retail, Sports Media, Civil Construction and Development.
Sam is passionate about helping clients succeed, and enjoys the journey with business owners.
After hours you will find Sam spending time with his young family, enjoying the outdoors and watching sports.
Lynley brings extensive knowledge and experience with her to share with both the team and clients.
Lynley is passionate about delivering exceptional service to clients and helping them reach their full potential.
When not working, you’ll find Lynley enjoying time with family, attending musical theatre stage productions, along with a bit of retail therapy for good measure!
Blogs
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Brightline – Back to the Future
Brightline has changed again - back to something we have seen before.
IRD - Budget Funding
The IRD has more resources and plans on using these to ensure the tax system integrity is maintained
App Tax – Summer Holiday + 15%
AirBnB, Uber, Deliveroo – apps most of us have on our phone and use frequently throughout the year. These platforms have come under the...