Would you agree that there is more to being successful in business and wealth creation than the traditional services offered by a chartered accountant?If you have ever had an accountant, you might have experienced what the accounting industry refers to as the 'expectation gap'. This is the gap between what you expect out of your accountant, and what you actually get as service.
Unfortunately, many accounting practices are focused almost solely on tax returns and filing accounts - they just don't have the tax planning skills and expertise in property or business to add a lot of value. The practitioners end up very conservative and defensive as a result, and this flows through to the advice they give you.
Of course there are firms out there that do focus on things other than tax returns and bean counting, and GRA is one of them. We have strong skills in property strategy planning (and portfolio building). We are experts in setting up structures for tax efficiency and asset protection, we are trust experts, and we offer an independent Trustee service. We also have a team who work solely on business building.
All of this is about fostering wealth creation for our clients through business and property. We do this through having separate teams focusing on each area - you chose the services you need, and we deliver making sure your expectations are met. We get it right, and we add a lot of value to our clients.
Matthew is a chartered accountant, and has been practising since 1992.
He is the Managing Director of Gilligan Rowe and Associates where he works alongside John Rowe, Janet Xuccoa and Salesh Chand, his partners, to assist the practice’s clients.
In particular, Matthew heads GRA's specialist property planning division, helping clients build wealth through property and create optimal tax structures.
Apart from being a leader in the strategic arena, Matthew has deep knowledge of the property market and is an active and seasoned property investor. He has been involved in this area for over 20 years and has invested in property in Australia, United States and New Zealand.
John is a Director and shareholder at GRA where he leads the Business Services Advisory Team.
In addition to managing the delivery of advisory and accounting services to a large diverse client base, John specialises in providing practical and technical expertise to business owners and professional practices.
But it's John's commitment to providing clients with a high level of service that makes the difference. John's leadership and rare 'stewardship' approach to his team means that their dedication is felt by clients.
John regularly presents to property groups, business owners, trade associations and national business development organisations.
Prior to joining Gilligan Rowe & Associates, John worked in a specialist litigation support and valuation practice, assisting high net worth individuals and publicly listed companies with new business set ups, expansions, profit improvement, compliance, tax advice and internal management.
The knowledge and experience gained from this is available to all clients through the GRA Free Resources section of this site.
John's blog and articles will keep you up to date and informed with a range of issues relating to business accounting.
You can contact John personally at email@example.com
or by calling +64 9 522 7955.
Janet is a partner at Gilligan Rowe & Associates LP where she leads the Professional Trustee division of the practice, assisting clients in various matters that confront them, including the operation of the trusts and companies they are involved with.
Over the years, Janet has written numerous articles for different publications including the New Zealand Property magazine, the Investor magazine, Verve magazine, Essentially Home magazine and Business to Business Newspaper. She also contributes articles to a number of prominent websites and electronic newsletters. Writing milestones in her life are the best-selling books Family Trusts 101, published in July 2010, and Money Secrets 101, published in February 2012.
Janet holds degrees in accounting and law, is a renowned author and speaker on money and trustee matters, and is one of the main presenters at GRA's Property School. She puts her knowledge and skills to work by presenting in a warm and friendly manner, mixing experience and humour to make her point and entertain.
When not working she enjoys keeping fit, travelling, scuba diving, antiques, art and crime movies.
Should you wish to contact Janet to discuss any of your needs, including marketing matters, please email her at firstname.lastname@example.org or call +64 9 522 7955.
Salesh Chand is a Business Advisory Director and chartered accountant. He leads a team of senior chartered accountants that specialises in preparing financials and tax returns.Salesh's areas of expertise are accounting, business structures, tax planning, and insolvency issues. He believes in providing excellent client service and responds to any issues within 24 hours. His clients find him easy to deal with and enjoy the new ideas he brings to them.
Salesh is also a successful property investor. He runs his own property portfolio and is currently expanding it by purchasing more properties in the New Zealand market. He has comprehensive property knowledge and will always give you great hints or ideas as to where to invest.
Salesh focuses on a balance of cash flow and capital growth, and treats properties as a long-term investment venture. He believes that property investment is the best and safest method of creating passive income. Further, he strongly believes in protecting these assets by using the right business structure.You can contact Salesh personally at email@example.com or by calling +64 9 522 7955.
Anthony is the holder of Commerce and Law degrees, has been admitted to the Bar and is a qualified CA. Anthony has been at GRA since 2003 and has over 15 years’ experience advising on all manner of tax and legal issues. Anthony provides asset planning and tax advice to GRA’s clients, covering the following areas amongst others:
Anthony’s clients range from “mums and dads” with a home they want to protect for them and their family, to business owners and investors with more sophisticated affairs that require a holistic approach that takes into consideration estate and relationship property issues, residential care subsidy rules, company and insolvency law, gifting as well as asset protection and tax.
You can contact Anthony personally at firstname.lastname@example.org or by calling +64 9 522 7955
John’s approach is hands-on, offering a true, trusted adviser service, surpassing the expected general tax compliance role.
Anthony is a Business Advisory Director and a qualified chartered accountant. He heads a team of senior accountants within GRA, providing general compliance and tax services to a large range of clients.
Anthony’s areas of expertise include tax planning, business advice, property taxation and general structuring advice.
Anthony is known to his clients for his top drawer customer service and results-driven focus.
Anthony has worked as an accountant in both rural and urban settings, allowing him to understand the different needs associated with his clients’ environments.
Anthony enjoys working with clients in a range of industries from agriculture to construction to value-added exports, from well-established large businesses to small start-ups.
His experience providing advice across different industries helps his clients to initiate and implement new ideas and achieve their goals.
Anthony has a keen interest in the property market and assists his clients to establish robust property portfolios to maximise their wealth.You can contact Anthony personally at email@example.com or by calling +64 9 522 7955.