| Accounting | Financial Management | Risk Services |
One to One Accounting Limited
If you are a business owner on the search for a trusted business advisor we can meet with you for a one hour consultation at no charge. During this no-obligation meeting we can explain to your our services, estimated fees and fixed fee arrangements.
Generally Accountants charge by “time”. Our “product” is our time and each Accountant has 7.5 hours per day of time to sell. To not charge our clients for the actual time spent means we are giving our product away and we would not remain in business for very long if we practiced this!
Helping us to help you
One way of helping to reduce the time we spend – thus reducing the cost to you – is by submitting all of your financial information in a well organised and complete manner in the first instance. We help our clients achieve this by supplying them with a folder each year that has sections for all the information we will need so you can simply file paperwork as you go and drop it into us at the end of your financial year. Easy.
All strategic planning, business mentoring and training services are offered on a fixed fee basis to give you certainty as to cost.
One to One Financial Management Limited
We charge fees for advice and services. These fees may be based on an hourly rate or on a percentage of funds invested.
Getting to know us
Our first step is to meet with clients so they can learn about us and the services we offer. We have the opportunity to understand your needs at the same time. This meeting (allow an hour) is free.
Download full disclosure documents for our two Financial Planners, Stephen McFarlane and Wilhelmina Eveleens. These documents provide comprehensive information about Stephen and Wilhelmina including their experience and qualifications, the financial planning process, professional associations, remuneration and fees.
One to One Risk Services Limited – Trading As Triplejump South Canterbury
We work with you to develop a financial risk management plan for your business. We think the three ways to manage risk in your business are to avoid risk, reduce risk or transfer risk to a third party i.e. insurance. In situations where we assist you to transfer risk to an appropriate insurance company we are remunerated via commission.
A totally independent service
It is important that you know however that we are not contractually required to, and have not entered into any agreements that require us to place business with any specific insurance company. Neither do we accept ‘soft dollar rewards’ from suppliers of insurance products or services (i.e. gifts, entertainment, contributions to travel or conference costs or other benefits that are linked to sales volumes or relationships).