08/09/2026
A budget that only plans for the expected path leaves you reacting, not planning. Here are a few tips to keep yours working for you all year:
Tips for managing your budget (and staying ready for what's next)
Practical budget management tips for business owners, plus how budget scenario planning can help you prepare for whatever the market brings.
03/09/2026
Wills, estate planning, investing well, and getting your legal and financial life admin sorted, it's all on the agenda at Life Admin: The Stuff You Should Know in Whakatāne on Wednesday 9 September.
Our director Shannon Harnett is one of the presenters, alongside the teams from Craigs Investment Partners and Apogee Legal. It's a free evening with light refreshments, but places are limited, so RSVP by Saturday 5 September.
Reserve your spot here:
Life Admin: The Stuff You Should Know - Whakatāne
What every woman should know - practical conversations about wealth, property, legal matters and planning for the future.
31/08/2026
Life admin. It's the stuff most of us know we should sort out, but somehow keeps getting pushed to next month.
That's why we're proud to be taking part in Life Admin: The Stuff You Should Know, a free evening event in Whakatāne on Wednesday 9 September. Our own Shannon Harnett will be joining Julia Foxley and Katie Douglas-Clifford from Craigs Investment Partners, and Carolyn Cooper from Apogee Legal, for some honest, practical conversations about wealth, property, legal matters and planning ahead.
Expect straight-talking sessions on financial structuring, investing well, protecting what you've built, and getting your wills and enduring powers of attorney sorted, followed by a panel discussion and time for your questions.
It's a complimentary evening with light refreshments, held at Apogee Legal, 88 The Strand, Whakatāne, from 5pm. Numbers are limited for catering, so please RSVP by Saturday 5 September.
Find out more and reserve your place here: https://www.eventbrite.co.nz/e/life-admin-the-stuff-you-should-know-whakatane-tickets-1997093740137?aff=ebdssbpointsofinterest
27/08/2026
New IRD alert: tax compliance for contractor payments is under closer watch. If your business pays contractors, it's worth a quick check. Full rundown on our blog:
IRD is cracking down on contractor tax compliance — is your business covered?
Inland Revenue has issued a new alert on tax compliance for contractors. Here's what rural and commercial business owners need to check.
25/08/2026
A budget you set once and forget about isn't much use when things change. And in business, things always change.
We've pulled together a few practical tips for keeping your budget working for you all year, not just at year-end. One of the most useful things you can do is plan for more than one scenario, so you're not caught off guard by a shift in interest rates, a slow quarter, or rising costs.
We help our clients set up budget variations so you can see ahead of time how different scenarios would play out for your business. Read the full tips on our blog:
Tips for managing your budget (and staying ready for what's next)
Practical budget management tips for business owners, plus how budget scenario planning can help you prepare for whatever the market brings.
21/08/2026
Inland Revenue has issued a new alert about tax compliance for businesses that pay contractors for labour.
While it's aimed at the horticultural sector, the same rules apply much more broadly — if you're paying contractors, you may have obligations around withholding tax that are easy to get wrong, especially where subcontracting is involved.
We've put together a plain-English rundown of what IRD is looking at and what's worth checking in your own business. Have a read, and if anything feels uncertain, give us a call any time:
IRD is cracking down on contractor tax compliance — is your business covered?
Inland Revenue has issued a new alert on tax compliance for contractors. Here's what rural and commercial business owners need to check.
20/08/2026
Not sure if it's worth calling your accountant? Here are the signs it's time to make that call, plus how a Prosperity Check can help you get clarity on where your business stands.
Read more on our website or get in touch any time:
Knowing when to call your accountant
Not sure if something's worth a call to your accountant? Here are the red flags to watch for, and how a Prosperity Check can help.
18/08/2026
IRD audit activity is up sharply this year, full audits alone have jumped 120%. Audit Shield insurance covers the costs if you're contacted, so there are no surprises. Find out more:
Audit Shield Accountancy Insurance
IR are not just increasing volume. They are moving faster, initiating contact earlier, and engaging more frequently throughout the lifecycle of a return. Whether the interaction begins with a phone call, formal correspondence, or a client lodged GST return.
13/08/2026
Clarity first, plan second. That's how we help you get closer to Empowering Your Prosperity. Book a complimentary review meeting with Shannon and let's start planning. 07 308 5015.