About Us
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.
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.
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.
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.
Reliable Partnerships
Building trust through dependable collaborations Count on us unwavering support, guiding your journey towards success.
Innovative Solutions
Empowering progress through inventive approaches Discover cutting-edge solutions that redefine your business's potential.
Trustworthy Expertise
Rely on our proven proficiency and insights. Your journey is guided by a dedicated partner you can trust.
Client-Centric Approach
Putting you at the heart of every decision. Our approach is centered around delivering tailored solutions that prioritize your needs.
Empowering Financial Growth
Chart a path to prosperity with our expertise. We empower your financial growth journey through strategic, dedicated support.
Community Impact
Creating positive change through collective efforts Join us in making a meaningful impact in our community.
OUR TEAM
WHANGANUI
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.
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 .
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 .
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,
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 .
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.
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.
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.
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.
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
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.
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.
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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