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Request a Meeting or Get Help From GRA

Request a Meeting or Get Help From GRAWe can work with you via telephone, Skype and email, wherever you live in the world.  You don't need to live in Auckland, New Zealand, to get help from us. 

So, are you ready to take the first step and have a no-obligation discussion with us?  Fill in the form below. 

There really is no 'one size fits all' answer for everyone since everyone has different financial and family circumstances.

We've created a logical and easy to follow 5-step process (scroll down) to explain what happens once you request an interview from GRA.  If you decide to go ahead and let us help you solve a problem, we'll ensure our fees are fully explained so you're in control each step of the way.

Go ahead and complete the form below.  After we receive your details, we'll contact you as soon as we can. It costs nothing to take the first step.

* Please note that we offer one free meeting per client and/or family group. The free meeting is at the discretion of GRA. Special conditions apply. 

Request a Meeting

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When you request a meeting, here's what will happen...

Step 1: Book a meeting

After we receive your information we'll contact you and arrange a meeting to review your position.  We can meet by phone, skype or in person. You don't need to live in the Auckland area, or even in NZ, for us to help.

Step 2:   Review your affairs

Next we'll collect and review the information that you provide us. Included would be your current taxation affairs and, if relevant, your asset protection structures (trusts etc) as well as estate and investment matters.

Step 3:   Meeting & recommendations 

Next, we come up with any improvements that can be made, and discuss them with you in the meeting along with our verbal recommendations. We'll give you a cost-benefit analysis, including all costs to implement, such as setting up trusts, conveying assets, valuing shares, moving property, setting up gifting programmes, etc.

Step 4:   Implementation 

If you choose to proceed, we will write a comprehensive report with diagrams of your current and proposed structures. It will include full commentary, written advice and recommendations. Included in the advice (if appropriate) will be instructions to your solicitor on what we need them to do, banking instructions on how to structure or restructure debt, and advice on what you need to do yourself.  It's all presented with checklists to make sure everything gets done.

Step 5:  Ongoing management 

Finally, we provide follow-up advice and support to you, your solicitor, banker and other advisors as required during and after the restructure process. This ongoing process ensures you pay minimum tax, maximise your asset protection and helps you to navigate your way through investing and business decisions.

IMPORTANT NOTE:  Some clients wish to retain their existing accountants, and use us as experts in a particular area. That is no problem to us.  We are happy to work in with your existing law firm and accountants, or we can replace your accountants and work in with your solicitors.  We'll give you the options and our recommendations and you can decide.

Client Testimonial

Thanks for your email Amanda.  We are looking forward to working with GRA and giving our financial affairs the due diligence they deserve. Janet - it was such a pleasure meeting you on Tuesday.  Thankyou for spending so much time with us.  We appreciated and respected the advice that you gave to us and the integrity with which it was delivered. Many thanks and kind regards
AR - July 2017



goGot a question or need help?   Send us your details and we'll contact you. 

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