Findex New Zealand

02/06/2026

If your business is your retirement plan, how are you actually planning for it?

Join Findex Wealth Partner Craig Smith and Business Solutions Partner Megha Jha this Thursday, 4 June to see what transitioning from business owner to retirement can really look like, including succession planning, business exit strategies, and how to turn years of hard work into the retirement you want.

Register here - https://attendee.gotowebinar.com/register/8747430191451434071?source=Social+Media

15/05/2026

Last week, the Findex Wānaka team had the privilege of opening our doors to local business owners across the Wānaka and Upper Clutha region for two full days of free advisory sessions.

Conversations ranged from digital solutions and staffing to insurance, Brightline, and business strategy. Areas tricky to tackle alone, and we're grateful to have been in the room to help.

Every session generated a contribution to three incredible organisations:
- Food for Love
- MAC Foundation
- WAI Wānaka

A huge thank you to the amazing goody bag contributors: Giovi Fine Food, Wānaka Lavender Farm, Edgewater Lake Wānaka, Racers Edge Wanaka, Burrito Craft, Maude Wines, Federal Diner Restaurant.

To every business owner who walked through the door, thank you for trusting us. It's why we do what we do.

14/05/2026

Running a farm means making big calls usually with no one to talk them through, check them, or help consider it long-term.

It doesn't have to be that way. Advisory isn't just for big/corporate operations; in fact, for a farm, it's recommended. Still, nearly half of farmers have no advisory or governance support.

Findex Managing Partner Hayden Dillon sat down with Rural Exchange to talk about why that's a risk the agriculture sector cannot ignore.

Listen here:

Dom talks with Hayden Dillon, Findex Managing Partner, about concerns highlighted by recent research conducted among farmers showing nearly half of the respondents say they don’t have any advisory board or governance group support, why he thinks it's a misconceptions that structured advisory suppo...

11/05/2026

Year-end is coming up, and your farm has different tax rules from most other businesses.

If you're not sure what adjustments need to happen at balance date, what deductions you're actually entitled to, or when to call your accountant, this session is for you.

Findex experts Craig Macalister and Michelle Turfrey are hosting a free online webinar on Thursday, 21 May (9:30 AM ACST), built specifically for farmers and agri businesses in New Zealand.

One hour, free, register here - https://register.gotowebinar.com/register/490590448218586204?source=Social+Media

04/05/2026

Last month, we took our H&S Investigation Workshop to Queenstown and Invercargill.

Here's what the room had to say:
- "This has been a great cost effective training for us as ICAM is expensive."
- "I am taking this information about how investigations can support officer due diligence back to my Board."
- "I love the idea of the Quick Reference Cards for Supervisors and Managers responding to incidents."

Half a day, practical tools, and skills their team can put to work straight away. If H&S consulting is something you've been thinking about, find out more: findex.co.nz/hr-and-hs-consulting

29/04/2026

Free and confidential, with no obligation.

Findex Wānaka has set aside two days on 5 and 6 May to sit down with local business owners for a one-hour session with a panel of specialists across accounting, tax, insurance, governance, and wealth management. Bring your questions. The conversation goes wherever you need it to.

Spaces are limited and filling fast. If you're based in Wānaka and Upper Clutha and you've been meaning to get some outside perspective on your business, this is the time.

Every session also generates a contribution to Food for Love, MAC Foundation, and WAI Wānaka, with donations up to $20 double matched by the Findex Community Fund.

Book your free session: findex.co.nz/support-local-wanaka

16/04/2026

That Fonterra payout might look like cash in hand, but it’s not always that simple. Craig Macalister does a good job explaining why.

15/04/2026

$400k landing in your bank account is good. Spending it wisely is the hard part.

The Fonterra payout this week is causing good conversations around debt strategy, succession planning, and some easily overlooked tax traps for farmers. Findex's own Craig Macalister is quoted in this NZ Herald piece with a timely reminder: money going into a company doesn't come out tax-free unless you structure it right - https://ap1.hubs.ly/y0Mc8J0

08/04/2026

Workplace investigations done poorly leave businesses exposed. This half-day workshop gives business leaders/owners, H&S practitioners, and supervisors the tools and process to do it properly.

Facilitated by Angela Beazer, licensed Private Investigator and specialist workplace investigator.

Find out more and register through the links below.
Queenstown | 22 April - https://www.eventbrite.com.au/e/health-safety-investigations-workshop-queenstown-tickets-1984337237093?aff=SocialMedia
Invercargill | 23 April - https://www.eventbrite.com.au/e/health-safety-investigations-workshop-invercargill-tickets-1984337468786?aff=SocialMedia

24/03/2026

What a day! Our Findex Community Fund Charity Golf Day at Omanu Golf Club in Tauranga last week was one to remember.

Blue skies, plenty of laughs, 120 players, and a record-breaking $65,000 raised for the FCF and three incredible local charities: Uokbro NZ, Good Neighbour, and Omanu Beach SLSC.

A huge thank you to our Platinum sponsor TMNZ, Gold sponsors Khov Jones and Findura, Fiordland Discovery, and the 40+ sponsors who helped make the day such a success.

And of course, a big well done to our local Findex team who worked behind the scenes to bring it all together.

Have a scroll through some of our favourite moments 👇