Choosing the Right Accountant for Your Business

The Oldershaw Team • 5 May 2025

Stronger Together: Why Your Accountant and Financial Adviser Should Be On the Same Team

Managing your finances isn’t just about ticking boxes—it’s about making smart, joined-up decisions that support your life goals. Whether you're growing a business, saving for retirement, or building generational wealth, one thing is clear: your accountant and financial advisor need to work together.

At our firm, all four of our financial advisors are also qualified New Zealand Chartered Accountants . That’s rare—and powerful. Here's why that collaboration makes a real difference to your financial outcomes.

1. Joined-Up Advice = Better Outcomes

Your Accountant  and Financial Adviser  play different roles:

  • The Accountant focuses on tax, structure, compliance, and financial reporting.
  • The Financial Adviser helps you grow and protect wealth—through investments, retirement planning, insurance, and more.

Too often, they work separately. That’s when strategies clash, or opportunities get missed.

But when they’re aligned?
You get faster answers, clearer strategy, and fewer surprises.

2. Tax-Efficient Planning (Without the Headaches)

Every smart investment has a tax angle.
When your advisor and accountant are on the same page, they can:

  • Recommend the best ownership structures  (personal, company, trust)
  • Time transactions for maximum tax efficiency
  • Integrate tax planning into your wealth strategy

That means better returns after tax , not just on paper.

3. One Team. One Plan. One Set of Answers.

We believe your financial team should work for  you—not the other way around.

With our integrated team, you won’t have to:

  • Re-explain your situation to two different people
  • Chase for updates between professionals
  • Coordinate tax time with investment season

We work behind the scenes to keep everything running smoothly—so you can focus on your goals.

4. Extra Value for Business Owners

If you own a business, your personal wealth and business finances are deeply connected.

Our dual-qualified team helps with:

  • Business structure and exit strategy
  • Drawing income or dividends tax-efficiently
  • Retirement planning for directors/shareholders
  • Intergenerational wealth planning or succession

It’s one strategy for your whole life —not just your business.

5. Forward Thinking with Built-in Risk Awareness

Because we see the full picture—from the numbers to the big-picture goals—we help you:

  • Anticipate risks early
  • Stay agile when life or markets change
  • Plan with clarity and confidence

We’re not just compliance tickers or investment pickers. We’re partners in your financial future.

The Bottom Line: Collaboration is the Competitive Edge

When your Accountant and Financial Adviser work together, everything aligns:

  • Strategy
  • Structure
  • Tax
  • Risk
  • Goals

That’s when real financial momentum happens.

At our locally HB New Zealand-based firm, you get this built-in from day one. All our Financial Advisers are Chartered Accountants, and all our Chartered Accountants understand your long-term financial picture.

Want to experience the difference?

Let’s talk.
Reach out today to start building your future with a team that works together—so you don’t have to do it alone.