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What We Have To Offer

Guiding Businesses in Changing Times


Annual Accounting & Tax Services

Efficient annual accounting and tax services tailored to your needs. Expert assistance for individuals and businesses, ensuring compliance and maximizing returns.


Business Support Services

Navigate the complexities of business with our top-tier support services. Whether it's strategic planning, financial analysis, or operational guidance, we're your partners in success.


Business Development

Fuel business growth with our dynamic development strategies. We offer market expansion, partnership opportunities, and innovative plans to drive success and propel your venture forward.


Business Planning

Transform your business ideas into reality through meticulous planning. Our services cover market research, financial projections, and actionable strategies to set you on a path to success.


Cashflow Management

Master your finances with our precise cash flow management. Optimize earnings, rack expenses, and ensure liquidity for a stable and thriving business. Your financial health is our expertise.

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Income Tax Calculator

Optimize tax planning with our accurate income tax calculator, which estimates annual liabilities effortlessly and provides financial clarity for users.

BrightLine Property Tax Calculator

Our Brightline Calculator streamlines property tax calculations for real estate.

Good & Services (GST) Tax Calculator

Find precise GST values for products and services with our comprehensive calculator.

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 Craig is a Partner and Chartered Accountant who joined the Balance Group in 2013. He previously worked in both government and private sector roles in Wellington and moved back to Whanganui to be closer to family. He studied at Victoria University in Wellington. See more


Yvonne has been a partner at Balance since 2005. She provides consulting, compliance, and planning services in the accounting and tax areas for a variety of industries Her career began at the Whanganui office of Inland Revenue and then progressed to the . See more


Brooke has been with Balance since early 2017, and was recently promoted to Partner in October 2022. After graduating with a Bachelor of Commerce and Administration majoring in accounting, Brooke gained her Chartered Accountancy and Certificate of . See more


Lupton is an associate in our Whanganui office. He specializes in assisting Māori entities with management and year end reporting requirements, providing appropriate problem-solving solutions, miscellaneous systems and governance advice to, See more
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Gary Rainey Anndion Lodge

I wanted to let you know that you are doing a fantastic job - you make the rest of the accounting industry look slow. Brooke especially has been really quick and onto it. Although she’s been busy with the office move and other things, she hasn’t missed a step and I know I can always count on Brooke to get things done.

Malcolm & Roxi The Citadel

We chose Balance as our accountants when we moved to Whanganui. In short, they’re always available, their advice instrumental, the team are so personable and man they make it account!

Abbi & Rodney Calman Engineering

Our business has seen the benefits of working with Balance Chartered Accountants and it was John and Yvonne who pushed us towards entering the Innovate Awards. We worked intensively with the Balance team for these awards, for which we are grateful. We love working with the whole team at Balance Chartered Accountants, and would recommend them to any business wanting not just compliance support, but Advisory as well.

William Ford William Ford Landscaping

Efficient personalized service that I know I can trust. A weight off my mind knowing my accounts are in order and I can get on with working. Thanks Balance for your professional services

J Granville Take It Easy Tours

We’ve been with Balance since starting our business almost 10 years ago. Being new to running our own company the team were superb in handling all our accounting needs and providing expert training to assist us using Xero. We can’t fault their customer service and dedication and really appreciate everything they have done for us. Thanks team – here’s to many more years working together.

Deek Reuters DBR Building Ltd

I can always rely on Balance to have my work completed on time and to a high standard. Appreciate the efficiency of the team!

John Maihi Executive Chair - Nga Tai O Te Awa Trust.

Balance Chartered Accountants have been instrumental in assisting a full recovery financial plan that brought Nga Tai O Te Awa Trust from the brink of insolvency. The staff at Balance have been supportive and very passionate in seeking positive ways to reach the position that the trust is in at present.

Balance Chartered Accountants has supported the incumbent CEO to progressively introduce a number of new systems and procedures including the "integrated one-farm" concept whereby AWHI stations operate in an integrated manner to maximise synergies and economies of scale. Balance has also assisted with strategic planning involving the implementation of a rolling 5 year Strategic Plan

Harvey Bell Secretary - Morikaunui Incorporation

Every aspect of the services provided to us are delivered in a timely manner and to our total satisfaction. The Balance personnel have a good understanding of the importance of our Tikanga and understand the concept of stewardship (Kaitiakitanga) in relation to our ancestral Maori freehold land.Delve into the experiences that shape our journey together. Our clients' voices resonate with authenticity, painting vivid narratives of partnership, growth, and triumph. These testimonials reveal the profound impact of our collaboration.

P J O'Neill Maewa Station

Balance Chartered Accountants are vastly experienced in farm accountancy and would be a tremendous asset to any farming enterprise. They have my highest recommendation without reservation.

Our Offices

Balance Whanganui

10 Dublin Street, Whanganui, 4500


PO Box 670, Whanganui, 4540


0800 480 062 / 06 348 0062



Balance New Plymouth

141 Powderham Street, New Plymouth, 4310


PO Box 593, New Plymouth, 4340


06 7695389



Balance Stratford

199 Broadway, Stratford, 4332


PO Box 42, Stratford, 4352


06 765 6156



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