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Assistance with finance and legal aspects when setting up a business.

Bring us your business idea and we’ll help you decide how best to set it up.

We can assist with the financial and/or legal aspects of setting up your business, and advise on which structure will work best (i.e. sole trader, partnership, trust or company).

Business plans, cash flow forecasts, budgets, trading forecasts, and the best software solutions for your day to day operations. Tap into our knowledge and expertise to help you navigate the numerous decisions involved in setting up your new business venture.

Real testimonials, from real businesses like yours

Running a business has many challenges and I seem to have experienced a few of late so it has been just wonderful to have the support of the Milnes Beatson team to help me through.

Grant is always there for me, no matter the challenge and, while I don’t mean to single out just one person, his Tax Manager Cath has been a massive help to me this year especially.  I had some problems with Inland Revenue’s new system and was feeling harassed, but Cath calmly (as always) went through it with me and fixed it up with IR.  It means a lot as she does not have to go beyond the call of duty but does – every time.

I am sure you know how great she is but, often we don’t hear the positives about our employees.  And she is a real gem.

Mariesa Hansen
Air Temp Industries

Some aspects of running a business would drive me crazy if I had to do them myself – payroll for example, so it’s useful that Milnes Beatson does that for us.

Generally though, we find working with David is just awesome.  It’s not just about the numbers with him.  By knowing about our business, he has been able to help us in our dealing with other professionals; attending meetings with us, coming up with the right questions, keeping things calm, he has made the process smoother.

We’ve built a relationship over a long number of years and it makes running our business more enjoyable.

Del Clarke
Pohara Beach Top 10 Holiday Park

In my previous career in banking, I had developed a good relationship with Milnes Beatson people, so when I went into business for myself it was good to be able to work with someone I knew, liked and trusted.

I enjoy the firm’s accessibility and responsiveness: Grant is very approachable and gets things done when I need them to be done.

The aspects of the firm’s service that are most useful to me include advice on when it’s most beneficial to take dividends; also how to manage the finances for a good taxation outcome.

Kyle Lightfoot
Caltex, Bishopdale and Richmond
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