I am a Business Advisor & Coach for BSP Advisory Group (www.bspadvisory.co.nz).

I reside on the Kapiti Coast and service the greater Wellington region, extending north to include Palmerston North.

EMPOWERING SMALL BUSINESS OWNERS

I provide tailored and practical hands-on support, operational insight and financial guidance to create momentum and growth in your business.

THE ULTIMATE GOAL: Financial freedom and lifestyle flexibility for you…the Business Owner.

Are you are launching something new, growing your operations, or just feeling stuck in the daily grind and unsure how to move forward, or simply lack the resources to build momentum? I offer tailored support across all aspects of your business as and when you need it, not just at tax time. I help you move ahead with clarity and confidence throughout the year!

My goal is to work with you to:

STEP UP and grow your business

STEP BACK and unlock financial freedom and lifestyle flexibility, or

STEP OUT and be rewarded for your years of dedication to your business.

Being part of the BSP Team provides me with unparalleled resources, cutting-edge business analysis tools and a network of highly talented Advisors.

Note: BSP Advisory has programmes registered with the Regional Business Partner Network (www.regionalbusinesspartners.co.nz). SME’s may be able to access subsidised funding for our Advisory services through this avenue.

How am I different from other Advisors & Coaches?

WE WORK TOGETHER AND I SHOW YOU HOW

TO TAKE CONTROL OF YOUR BUSINESS.

What I do not do is stand on the side lines and give you a ‘one size fits all’ program to implement and promise it will solve all your problems and your profits will escalate. We all know small business is not that straight forward.

I EMPOWER YOU - THE BUSINESS OWNER.

I work with you to build your knowledge and provide you with the skills and tools that are missing in your business - we fill the gaps by looking across your entire business (people, processes, systems, your vision & goals, strategy, planning, marketing AND finance) and together we identify where and why your business is stalling and apply solutions to return you to a path of growth that you can sustain.

I HELP YOU LOOK AHEAD AND GROW WITH CONFIDENCE.

BOTTOM LINE: Your accountant looks back and is typically engrossed in the numbers.

Think your accountant is handling all aspects of your business finances?
It’s a common assumption—but not always accurate. Most accountants focus on taxes, compliance, and financial reporting. That means there are often big gaps when it comes to the day-to-day financial and operational management your business needs to thrive.

Here’s the truth:
Accountants are invaluable during tax season, but they’re not usually by your side, tracking daily numbers or guiding financial and operational decisions in real time.

Their role is essential but specific. Accountants typically handle:

End-of-year tax returns and compliance;
Financial statements and historical reporting; and
Tax planning and strategy.

But what about everything in between?
Who’s helping you manage your cash flow, monitor performance, and make proactive financial, process and operational decisions before issues arise?

That’s where I come in…As an ADVISOR & COACH, I work alongside you in your business to support your daily financial and operational success.

I help you:

Interpret your financial reports—daily, weekly, monthly, quarterly and annually—so you always know where you stand and can take timely, effective action.
Spot potential issues early, like rising expenses or shrinking margins, and help you address them before they become problems.
Ensure your systems and processes are aligned with your goals and actually working for you—not against you.
Set realistic financial goals, budgets, and performance measures to keep your business on track and growing sustainably.
Ensure you are making the best use of your staffing and that your staff are motivated and driven to help you achieve your goals.
Take control of your numbers and operations—not just at tax time, but every day.

I work alongside you, providing support specific to your business needs, when you need it.

Why work with me?

You will receive bespoke business advice and support that is grounded, practical, and built on real experience.

I have over 20 years of hands-on experience running small businesses and working closely with entrepreneurs and small teams, I bring a steady hand, a sharp eye, and a genuine commitment to your success.

As a member of the BSP Advisory Group I have a team of talented people that I can engage with and use our combined knowledge and experience to propel your business forward. I have a series of resources, financial tools and reports that we can use to measure progress in your business so that you always know how you are tracking.

HERE’S HOW I STAND OUT:

Personalised support - Small business is not straight forward - at times it can be complicated and messy. Unlike larger corporates with set structures, the very nature of small business means that individual personalities (both owners and staff) can have a very strong influence on the business. There is nowhere to hide in a small business and no blanket approach will fix things.
Tailored, Straightforward Guidance – No jargon, no fluff — just clear, practical steps that work for YOUR business. I do not believe in a '‘one size fits all’ approach for small business as many different complexities can influence its success. It is crucial that together we design a way forward specifically for YOUR business, that addresses YOUR unique set of circumstances.
No minimum restrictions on business size or turnover – If you are ready for change, I am ready to help you regardless of the size of your business.
Hands-on, Practical Support – I don’t just give advice, I roll up my sleeves and work with you to find your pinch points and implement solutions. I teach you the skills you need to move forward with confidence.
Board-Level Thinking for Small Businesses – Many small businesses do not have the luxury of a Board or Management Team to run their ideas by, face challenges or help in decision-making. That’s where I come in and provide you with a sounding board, a new perspective and solutions - without the big corporate pricetag.
Empathy + Real-World Experience and Understanding – I know how isolating business can be and I know first hand how demanding it is. I am not theory based - I am current and tuned in.
Financial & Operational Health & Growth Focus – I help you understand what is underneath, driving your numbers and operations and ultimately your success.
Ongoing support as long as you need it.
Discretion - I value your privacy.

TOGETHER WE CAN:

Bring your vision to life;
Build smart systems and processes that grow with you;
Create structure and calm behind the scenes;
Ensure your finances are in check; and
Keep your team aligned and focused—without you constantly steering the ship.
I cut through the noise to help you move forward fast and

together we create a business that supports you…

instead of draining you.

How I Can Support You

Running a small business comes with a lot of moving parts - but you dont have to manage it all on your own.

Your business needs:

Systems that run without constant oversight;
A team that takes ownership, follows through, and steps up with confidence;
Boundaries that protect your time and creativity—not hold you back; and
Weekly rhythms that create clarity, focus, and forward momentum.

Whether you are launching something new, growing your current operation, or feeling stuck in the day-to-day grind, I am here to offer you practical, tailored support and straightforward advice to help you move forward with clarity and confidence.

Key areas we can focus on together are:

Business Planning, Direction and Strategy - do you have a clear direction and a plan to get there?
Governance - are you spending your time where it counts - working on the business, not just in it?
Financial Clarity - Is your cash flow under control? Is your business running as efficiently as it could be?
Operations - do you have the right systems, resources and processes in place to support growth?
Leadership and Team Support - who’s leading the day to day and who’s driving long term growth?
Sales and Marketing - are you reaching the right people and staying focused on what you do best?
Project Management - Have a project that keeps getting pushed aside? I can help get it moving and deliver results.
You set the pace and level of support you need.
My objective is to make things easier, clearer, and more manageable, so that you can focus on what you do best.

TAKE THE FIRST STEP...CALL ME FOR A CHAT AT NO COST TO YOU

My approach to working with you

STEP 1: Let's Talk

Simply email or give me a call and let’s schedule a 30 minute catch up over coffee.
(This is a complimentary discussion to see what your key challenges are and if we are the right fit for each other.)
STEP 2: Business Assessment

Think of this as a health check across the most important parts of your business. It is a short but comprehensive analysis which will help us quickly identify your pinch points, areas for improvement and potential solutions you can implement.
STEP 3: Tailored Coaching Plan

Together we create a bespoke plan that steers you toward your goal to either STEP UP and grow your business, STEP BACK and find balance, or STEP OUT of your business.
You determine the level of support you need. For example: Immersive hands-on; weekly or fortnightly management planning and accountability, monthly governance, strategic planning and direction…its entirely up to you.
OTHER: Project Management

Do you have an area of your business that you want to progress or a project big or small that you would love to bring to life, but do not have the time or resources to spare? I can step in and help you.