How We Help
Strategic Consultations
One conversation, one decision, a clear answer
Sometimes you don't need to change accountants. You need an hour with someone who knows the rules, has seen your situation before and can tell you what the options actually cost.
A strategic consultation is a paid, focused session on a specific question — with a written summary you can act on afterwards.
The questions people bring us
These sessions usually happen at a turning point: something is about to be bought, sold, restructured or signed, and the tax consequence is unclear.
- Should this property be held personally, in a trust, or in a company?
- What happens to my tax position if I sell this year rather than next?
- Does the bright-line test apply to this transaction?
- Is it worth restructuring now, and what does the restructure itself cost?
- How should I bring a partner or family member into the ownership?
How a consultation works
You send the detail first
We review your structure and figures before the session so no time is wasted.
A working conversation
Sixty to ninety minutes on your question, in person or online.
A written summary
The options, the tax consequences and our recommendation, in writing.
Numbers where they help
Comparative calculations so you can see the difference between the options.
A fixed price
Agreed before we begin, with no obligation to engage us for anything further.
A clear next step
What to do, in what order, and what it needs to happen by.
Why choose Finex for strategic consultations?
Property specialists
Property is not a sideline for us. Bright-line, interest deductibility, GST on developments and trading stock are everyday territory, not something we look up when it comes up.
Fixed fees, agreed up front
You know what you're paying before we start. No surprise invoices and no meter running when you pick up the phone with a question.
Contact through the year
We keep in touch rather than appearing once a year at filing time, so decisions get made with advice attached instead of afterwards.
Chartered Certified
Finex is an ACCA practice. The work is reviewed, the standards are enforced and your filings are done properly the first time.
The same team every year
You deal with people who already know your structure and your history, not whoever happens to pick up the file this season.
Next Step
Get an answer on the decision in front of you
Tell us where you're at and what you need. We'll come back with a fixed fee and a clear next step — no obligation.