nextAdvisory

I’ve been doing business coaching with Luke from Next Advisory over an intensive 90-day period, and it’s been incredibly worthwhile. It’s been so good having regular accountability, getting clear on my priorities, and having actionable tasks to keep things moving. Luke has a great way of simplifying the complex, keeping you focused, and calling you out (in a good way!) when needed. The structure, support, and push have really helped me make solid progress and move my business forward faster than I would’ve on my own. Highly recommend if you’re looking to gain clarity and grow with purpose.

Straight Talk, Real Results – Highly Recommend nextAdvisory I first came across nextAdvisory through their social media marketing and reached out for a quick consult about a business I already owned 50% of and was looking to purchase the remaining half. That’s how I met Phillip. Phil’s approach was exactly what I’d been looking for. Straight to the point, no fluff, and calls a spade a spade. After years of working with two different accountants and constantly feeling like I couldn’t get a clear answer, this was a breath of fresh air. The business I was buying had an accountant already engaged by the original owners. I had a gut feeling that something wasn’t quite right—and past experiences had left me feeling anxious. Phil quickly broke everything down for me in a way that made it crystal clear what was above board and what wasn’t. He also provided a thorough valuation and clear advice so I could fully understand what I was getting into. Things didn’t go smoothly (as these things often don’t), but Phil was in my corner every step of the way. He even liaised with my lawyer multiple times to assist with the drafting of sale agreements and more. Honestly, I’m just so glad I came across nextAdvisory when I did—it felt like the perfect mix of faith and good timing. I’ve now successfully purchased the business and engaged Phillip and the nextAdvisory team for both my business and personal accounting. Huge thanks to Phillip, Jade, and the team. I look forward to continuing to work together.

Next Advisory is not like any other accounting firm we've worked with. Phil & Luke are an entirely new category of accountant having created a unique value service that we never knew we needed! These guys are exactly who they tell you they are and they do exactly what they say they will - ahead of time. They are genuinely dedicated to our team, they are in the trenches with us. By stopping to actually listen, they quickly understood how we work and what we are driving for. They are adaptable and relatable, there's no doubt Phil & Luke want us to succeed and their style is well geared to help us achieve that. We are very grateful to have found them and their based network of specialists all working to produce excellence in product and service for everyday Kiwis.

Can't rate these guys enough! I've been a long term listener of the podcast, and always receive helpful advice and replies whenever I get in touch. I recently booked a consulting call with Luke, and got a tonne of insight and guidance into opportunity within my industry, pricing and how to be more effective as a business owner. Thanks again, and would highly recommend booking in for a chat

As a small business owner I have always been hesitant and wary about getting advice on my business. However, after working with the team at nextAdvisory the only regret I have is not doing it sooner. There is something so powerful about an outside lens looking at your business. They helped me to hone my strengths, but most importantly address several weaknesses I had as well. Walking out of the meeting, I had a clear plan in place and had a true line in the sand moment.

I can’t recommend next Advisory highly enough! From the moment I started working with them, I knew I was in good hands. Their expertise and attention to detail are truly unmatched. They took the time to understand my financial situation and provided tailored advice that has made a significant difference in my business. What sets next Advisory apart is their dedication to their clients. They are always available to answer questions and provide guidance, no matter how small the issue. Their professionalism and friendly demeanor make every interaction a pleasure. Thanks to Luke, Phil and the Team, my finances are in the best shape they’ve ever been. If you’re looking for an accountant who is knowledgeable, reliable, and genuinely cares about your financial well-being, look no further than next Advisory. They are simply the best!

Working with Phil and Luke has transformed our business and they have supported our growth and development. What I like most about working with both of them is there knowledgeable but causal approach. They are approachable accountants who are happy to take the time to work through questions and give valuable guidance on how we can structure our accounts and so much more. Could not recommend the Next Advisory team highly enough.