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What sets us apart is our unwavering commitment to your vision. We take the time to understand your unique needs, tailoring our services to match your aspirations. Our expert team spans a wide range of specialties, from financial management to strategic planning.

What Makes Us A Unique Service Provider

Transcending the ordinary, we prioritize transparent communication, ensuring you're an active collaborator in every decision. Our agility and adaptability guarantee tailored strategies that evolve with your business.

Each of the member firms that have combined to form Balance has had its own long and successful histories.

We Are Where You Are

We have a history dating back to the early 1900's and have evolved to meet our clients needs. Our experience has made Balance what it is today. We work with Maori incorporations and trusts, agribusiness, commercial, manufacturing, real estate, and SMES.

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Whanganui

Even though the Whanganui office turned 100 in 2019, we are far from an old business. Throughout our combined history, the firms which have comprised Balance have evolved to meet the needs of clients. An example of this is the purchase of an innovative consulting business in 2015. We are strong supporters of our community. We have also supported major Maori incorporations and Trusts since their inception through to present day - including Morikaunui and Atihau Whanganui Incorporation.

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New Plymouth & Stratford

Laurie Jordan FCA Limited became part of the Balance team in January 2020. Both the New Plymouth and Stratford offices evolved from a series of partnerships, beginning with Laurie Jordan & John Hareb in New Plymouth in the late 1980s and with Keith Elliot at Stratford around the same time. Albeit, as one might expect in a dairy farming region, there is a strong focus on farm accounting in our offices. However, our clients are drawn from a diverse and mixed background, including family businesses, retail and wholesale businesses, as well as tradespeople, or in some cases, professionals.

Optimizing Finances with Strategic Planning & Accounting.

At Strategic planning is our compass, guiding you toward success. We delve deeper into market insights, crafting roadmaps that steer your business sustainable growth. From short-term goals to visionary ambitions, we translate your aspirations into actionable steps.

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Reliable Partnerships

Building trust through dependable collaborations Count on us unwavering support, guiding your journey towards success.

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Innovative Solutions

Empowering progress through inventive approaches Discover cutting-edge solutions that redefine your business's potential.

Experience

Trustworthy Expertise

Rely on our proven proficiency and insights. Your journey is guided by a dedicated partner you can trust.

Care

Client-Centric Approach

Putting you at the heart of every decision. Our approach is centered around delivering tailored solutions that prioritize your needs.

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Empowering Financial Growth

Chart a path to prosperity with our expertise. We empower your financial growth journey through strategic, dedicated support.

Community

Community Impact

Creating positive change through collective efforts Join us in making a meaningful impact in our community.

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OUR TEAM

WHANGANUI

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CRAIG MCKINNON

Partner

 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
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YVONNE WALLIS

Partner

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
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BROOKE REUTERS

Partner

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
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LUPTON FOR

Associate

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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JOHN TAYLOR

Consultant

John Taylor (JT) has been with Balance Chartered Accountants since 2005.He started with Balance Chartered Accountants (then Peach Cornwall & Partners) in early 1997 as the practice’s first Practice Manager and he also worked with clients looking after . See more
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PAUL MAGUIRE

Compliance Manager

Paul is the compliance manager at Balance and has been with us for over 20 years. He has been a qualified CAANZ Accounting Technician for over 25 years. Paul works with our Māori incorporations and trusts and specialises in compliance management including statutory secretarial work. See more
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SHARON MCDONALD

Senior Employment Consultant

Sharon is a human resources/employee relations advisor and has been an external HR consultant for Balance since 2010. She specialises in employment advocacy, HR management, and payroll solutions Outside of work, Sharon enjoys spending quality time with her their lifestyle block and looking after their animals. See more
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DI MATTHEWS

Accounting Technician

Di is our accounting technician. She has spent over 30 years in the accounting environment and has been with Balance for the last 15 of these. Her expertise ranges from tax administration, GST and other client IRD compliance returns, to the annual accounting work our clients need When not busy on the family farm. See more
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DANIEL DE BRUYN

Client Manager

Daniel has been with Balance about 6 years, having worked in the accounting sector for the past 8 years. She has a Bachelor of Accountancy and is a CAANZ Accounting Technician. Daniel has broad knowledge in all aspects of accounting and taxation with a focus on tax, GST, payroll, compliance and software. She enjoys assisting clients with problem solving when needed. See more
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MORGAN WADSWORTH

Accounting Assistant

Morgan joined Balance about 3 years ago as our accounting assistant. She has a Bachelor of Business from Waikato University and past administration experience. Morgan’s main areas of focus are GST, payroll, MYOB & Xero software, and other administration tasks. Having two dogs means that Morgan and her husband spend quite a bit of time outdoors See more
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ZANOLEE HALLATT

Client Manager

Zanolee is a qualified Chartered Accountant with a passion for helping clients reach their goals and growth within their businesses. She enjoys building long lasting relationships with clients and taking the time to understand the crux of what our clients do on daily basis. She has a Bachelor of Accounting Sciences in Financial Accounting and a Postgraduate Diploma in Applied Accounting Sciences. See more
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ASHLEIGH POWER

Accounting Assistant

Ashleigh is a new addition to our team joining us as an accounting assistant. She has a Bachelor of Science and is now working towards a Bachelor of Accounting. Ashleigh looks forward to building on her skills to ensure clients are well looked after. Ashleigh and her husband have three daughters who keep them very busy. She enjoys camping and hiking. See more
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HELEN ERNI

Client Manager

Helen joined Balance in October 2024 and brings a solid foundation in business, holding a Diploma in Business and is currently working towards her Bachelor of Business with a goal to become a Chartered Accountant (CA) in the coming years.

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NEW PLYMOUTH & STRATFORD

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BRENDA AVERY

Practice Manager

Brenda has been with us since 1994 and is a qualified Chartered accountant. Brenda has Bachelor of Management Studies and is our 2IC with wide expertise and knowledge of all areas of our practice. When not in the office Brenda and her husband are kept busy raising their two teenage daughters and 11-year-old son. See more
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PAIGE ROBERTS

Accountant

After completing her degree in Applied Management majoring in accounting, Paige joined us here at Balance where she enjoys the challenge of helping clients achieve their financial goals. Paige works with a wide range of clients with a major focus on software training, tax obligations and the farming sector. See more
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RACHAEL CHETWIN

Office Administrator

Rachael has been with us for over 17 years. She joined the team of Jordon Horton and Co (now Balance) in August 2005 and she has been a valued member of the team ever since. She has a vast administrative knowledge and expertise including debtors and creditors, AML, plus tax administration, which combined with See more
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PHILLIPPA THOMPSON

Accounting Technician

Phillippa has been with us for the past 13 years. Her first two years were spent in office administration but for the past 11 years she has focused on accounting support. As a result, she has a broad knowledge of all areas of our practice. Family time with her fiancé, Chad and their sons, Bjorn and Lachie, is See more
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TANIA ROBERTS

Associate

Over three decades, Tania has accumulated a wealth of knowledge and experience in providing taxation and accounting services to clients. The recent merger of her practice with Balance CA allows her to continue to do so, with support from the team. See more
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Our Offices

Balance Whanganui

10 Dublin Street, Whanganui, 4500

 

PO Box 670, Whanganui, 4540

 

0800 480 062 / 06 348 0062

 

whanganui@balanceca.nz

Balance New Plymouth

141 Powderham Street, New Plymouth, 4310

 

PO Box 593, New Plymouth, 4340

 

06 7695389

 

newplymouth@balanceca.nz

Balance Stratford

199 Broadway, Stratford, 4332

 

PO Box 42, Stratford, 4352

 

06 765 6156

 

stratford@balanceca.nz

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