About Us
After working in a number of larger firms across the country and overseas, Ian, Sam & Lynley decided to combine their unique experiences to better help their clients achieve success. Starting Direct Advisory allowed them to put relationships at the forefront of their services and focus on doing what they do best, partnering with clients on their growth journey.
%201.jpg)
We perform in numbers
At Direct Advisory, we are your go-to partners for your business journey. Our approach is direct, simple, and relationship based. We believe in cutting through the jargon to provide you with clear, actionable advice that directly impacts your bottom line.
What makes us stand out? Well, we're not just about crunching numbers (although we're pretty good at that too!); it's about building a strong relationship founded on trust and mutual success. We're here to listen, understand, and tailor our solutions to fit your unique needs. Whether you're a small startup or an established business, we are committed to helping you navigate the ever-changing business landscape with confidence.
Our team brings a wealth of experience to the table, ensuring that we're equipped to handle whatever challenges come your way. From Business Advisory to Fractional CFO to all matters Compliance related, we've got you covered every step of the journey.
So, let's roll up our sleeves and get to work. Together, we'll uncover hidden opportunities, tackle obstacles head-on, and chart a course towards your business's success. At Direct Advisory, your success is our success, and we can't wait to be a part of your story. Let's make great things happen – reach out to us today!
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
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
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!
