“There is considerable benefit to having an advisor working alongside you in your screen business. They can help you bring together a vision, strategy and plan and then work through this step by step with you to see it realised. They are an external voice while always putting your best interests first.”
Julia Parnell Notable Pictures
Prime Strategies Advisor: Fiona Anderson
“This was a challenge that you were both up for and up to from my perspective. I genuinely appreciate your time and perspectives that have helped me move forward personally and with the business.
I absolutely acknowledge that it’s a great process and one that does help drive a business forward. The focus on mine and my partners personal goals at the start was primo and the monthly management meetings were good.
Having your weekly agenda, discussion points and action items was very helpful to keep moving forward. Your documented lists were great to review. Your personal integrity and energy is a tonic and your encouragement too has been so very valuable to help me shift from the place I was at.”
Kirsty Salon Owner & Wholesaler
Business solutions our Taupo Advisors can provide
Taupo and Turangi business owners deal with sharp seasonal swings driven by tourism and the lake, which makes accurate cash flow planning even more important than in less seasonal regions. We build IRD-aligned business plans and exit strategies for time-poor Taupo owners, working around your calendar rather than demanding a slab of it, so you have a real plan for growth or eventual sale.