Scott Haumaha Email & Phone Number

Manawatū-Whanganui, New Zealand

Our purpose is to educate and connect people to holistic wellbeing pathways and provide practical solutions. We see a world where people embrace holistic wellbeing concepts to lead inspired, refreshed and energised lives.

Palmerston North, Wanganui-Manawatu, New Zealand

We are experts at getting ideas off the ground, launching start-ups, and helping businesses grow. We’ve worked with and supported over 10,000 founders. Our passion is around supporting entrepreneurs and founders get there businesses started and thriving.

Palmerston North And Taupo, New Zealand

As a financial planner I have the privilege and responsibility to help people take control of their financial future and empower them to make informed financial decisions towards achieving what is most important to them.To ensure we are positioned to provide the absolute best advice we work closely with our clients to develop and create a personal and unique financial plan. Our conversations cover much more than simply how much money they have. Money for most, is simply a means to an end, our job is to question what that end may look like for you. Is it to be in a position to maintain a comfortable lifestyle without having to work, spending more time with your family, having financial security, supporting your family, travelling more? Only when we understand this can we truly provide a financial solution that supports the direction which you want to head towards.Our investment philosophy is founded on an evidence based approach. This approach avoids trying to pick the best companies to invest in or time markets - academic research shows that trying to do so is rarely successful, confusing, and expensive for investors. Instead we embrace the research and empirical data which is readily available to implement highly diversified (over 10,000 companies and governments worldwide) and low-cost investment portfolios.Our mission: protect the money you can’t afford to lose.

Palmerston North, New Zealand

Responsibilities:• Preparation of comprehensive periodic and annual financial statements and management reports for clients. • To help educate clients and guide them through the minefield that is Taxation to ensure they understood and made full use of the various tax opportunities available to them. • Appointed as senior member of our audit team involved with both internal and external audits on various entities including companies, Trusts, not-for-profit organisations, clubs and societies. Following an audit I would document the findings and deliver to management our recommendations on areas for improvement, specifically relating to best business practices and internal controls.• Assisting with the firms strategic planning intiatives which involved working with other senior members to improve business effectiveness and efficiencies. • Developing and supporting various ‘Special’ projects including establishing a new division which focused solely on business advisory and leading the research and implementation of a new cloud accounting software, Xero.

Diploma Of Personal Financial Planning

Bachelor Of Business Studies (Bbs), Accounting And Management

Education record

Education record