At Staples Rodway we can provide a fully coordinated service to
meet your Succession Planning needs, working with you and your
existing advisors.
We have a comprehensive database of legal Succession Planning
experts, covering a range of matters from estate planning and asset
protection to assisting with the business transition.
Please contact us for further details, so that we can connect
you with a professional who has the relevant expertise to help your
particular needs.
Staples Rodway Asset Management (SRAM) offers specialist
investment advice. Our key objective is to help individuals,
families and trusts create and protect their wealth. The
Auckland> office covers all six of the Staples Rodway offices,
with advisers travelling throughout the country as required.
SRAM is Staples Rodway's fully independent investment advisory
arm and is unique in the New Zealand market place for their
independent financial advice, being a 'fee only' advisor, offering
customised portfolios, removing the burden of paperwork, focussing
on taxes, providing frequent communication and unlimited access to
their experienced and qualified advisors.
As part of our launch of the Business Evolution process we have
established contact with Succession Planning experts in each of the
major banks.
Please contact us so that we can put you in touch with a banking
advisor from the institution of your choice to assist you during
the Succession Planning process.
Our team of taxation specialists have the knowledge and
experience to provide practical and innovative advice for your
succession planning needs.
Our valuations expertise at Staples Rodway can help you during
the Succession Planning process, whether you require a valuation of
businesses, shares or other forms of equity. We can also provide
shareholder value management, financial and strategic decision
analysis and cash flow modelling and forecasting.
As part of our launch of the Business Evolution process we have
established contact with a number of family guidance experts.
Please contact us so that we can put you in touch with an
experienced professional family advisor to assist you during the
Succession Planning process.
As part of our launch of the Business Evolution process we have
established contact with a number of insurance brokers.
Please contact us so that we can put you in touch with a broker
who is aware of Succession Planning issues to assist you during the
process.