Professional & Financial Services in the Tasman District

Castle Trust Financial Planning is a financial advisory firm at 278 Queen Street, Richmond, next to the library, also serving clients from the Tasman and Nelson regions. Advisers cover insurance, mortgages, savings and investments, and offer a free initial consultation. Founded in Motueka in 2009, the team is now based in central Richmond and includes members of Financial Advice New Zealand who hold the Trusted Adviser mark.

Financing Futures is based at 243 Queen Street, Richmond, offering home loan, business finance and insurance services to clients throughout New Zealand and Australia. The business has operated in Nelson as Financing Futures since 2011, and the team specialises in home ownership, property investment, business finance, life insurance and general insurance. Advisers work with a wide panel of lenders, generally charging no fee as they are paid by the lender.

Gail Christian Accounting Services Ltd is an accounting and bookkeeping business at 16 Mako Street, Richmond. Services include tax compliance, GST return processing and financial statements, along with bookkeeping and payroll and Xero conversions. Staff have over 18 years of practical accounting and bookkeeping experience and are Xero and MYOB partners. The business serves trades, retail, professional services and small farming clients across the Nelson Tasman region.

Go Accounting Rural (formerly Crux) is a chartered accounting firm based in Richmond, offering agribusiness accounting and advisory services for farmers, growers, and rural business owners. Founded by Manoli Aerakis in 2017 and merged with Crux in 2023, the firm provides farm accounting and tax advice, cloud bookkeeping and payroll, budgeting and cash-flow forecasting, mentoring, business advisory, and succession planning.

Nelson Marlborough Mortgage Services, trading as Mortgage Money, is a Richmond-based mortgage brokerage and insurance advisory serving the Nelson Tasman region since 2001. Advisers compare more than 25 banks and lenders to match clients with home loans, KiwiSaver guidance and personal and business risk insurance. The business is locally owned and operated, with offices in Nelson, Stoke, Richmond and Motueka, and charges clients no fees for its mortgage advice.

Proledger provides accounting, tax, and business advisory services. The firm partners with a globally recognised accounting group to offer cost-effective outsourced accounting, with its head office in Nelson and a branch in Christchurch, delivering services across New Zealand. Offerings include business startup support, payroll systems, virtual CFO, cash flow management, bookkeeping, monthly management accounts, and IRD tax filing assistance.

Sound Choice Business Support is a Motueka-based bookkeeping and financial coaching business run by Carla Jehle. It specialises in helping hair salon owners make sense of their numbers through its Salon Freedom Compass coaching programme, offering plain-English guidance on financial management month by month. The business also provides bookkeeping services and a free 20-minute financial systems health check covering accounts, GST and bookkeeping processes.

Gareth Lewis is a licensed real estate agent based in Tasman District, trading under the name Summit Real Estate Agent. He serves Nelson Tasman, selling residential and lifestyle property across the region. Gareth is licensed under REAA 2008 and can be contacted directly for support with buying or selling property locally.

Resolve Tax Consultants is an accountancy practice founded in 2012 by chartered accountant Heidi Tapper, formerly an Audit Tax Manager at IRD. The team provides tax advice, annual tax returns, and financial accounts for small to large businesses, plus Xero training and support for people starting a new business. Services range from simple annual tax accounts to ongoing virtual finance manager involvement in a client's weekly business operations, helping owners understand and take control of their numbers.

Preferential Ltd is an insurance brokerage based in Richmond, serving Stoke, Tahunanui, The Wood, Atawhai and the wider Tasman region. It specialises in personal and business risk insurance, covering life, trauma, permanent disability, income protection, health and business insurance, plus group cover. Advisers help clients complete claim forms and liaise with insurers, working with New Zealand's leading health and risk insurance providers to build tailored plans.

Ankush Desizns Studio is a graphic design and illustration studio based in Richmond, offering branding and logo design, book and magazine design, and advertising, packaging and product work. The team is made up of qualified, experienced illustrators and graphic designers with more than 10 years of experience, collaborating with clients on illustration, branding, and design projects for businesses, organisations, products, and events.

Day One Design is a graphic and website design studio run by Rawinia, a graphic designer since 2008 and solopreneur since 2017 who studied design and marketing at the University of Otago. The studio produces branding, packaging, print, websites, digital assets and ready-to-use Canva templates for clients across New Zealand and Australia. Its Day One Events arm creates wedding and event stationery and signage, from premade suites to fully custom designs.

Applebee Design is a graphic design business run by Sheree, who has over 20 years of experience across New Zealand and the UK. Based in Richmond, Tasman, the business serves small businesses across Nelson, Richmond, and Tasman, offering branding and logo design, website design, packaging and print design, and social media design and management.

Chris Grey Photo and Video is a photography and videography business based in Richmond, Nelson, offering wedding films and photos across New Zealand. The team creates story-driven wedding highlight videos capturing an entire day's details and moments, and produces on-location family photo and video sessions in an unposed, day-in-the-life style. Studio work is complemented by travel to weddings throughout the South Island.

Client Legal Solutions is a law firm based at 279 High Street, Motueka, having opened its Motueka premises there in November 2024. The firm advises individuals on matters such as wills, powers of attorney, estate administration, trusts, and residential property transactions, and advises businesses on commercial property, business structures, and employment issues. It offers fixed fees on core services such as wills and conveyancing.

Socialised is a digital marketing and social media agency based in Māpua, working with New Zealand and Australian e-commerce brands. Its site groups services under strategy and creative, performance and paid media, and management and community. Socialised describes itself as an award-winning partner for e-commerce brands scaling beyond $1M in revenue, and its Google Business Profile lists Marketing agency as its category. In 2024 it won the Nelson Tasman Chamber of Commerce Supreme Business Award.

Keetrax is a digital marketing and web development agency based in Māpua, with e-commerce specialists across New Zealand, Australia, South Africa, Romania and Canada, serving clients in Australia, New Zealand, Canada and the United States. Services include Shopify and WordPress websites, Maropost (Neto) e-commerce, conversion rate optimisation, email marketing, paid advertising, social media management and video content creation. The agency won the 2024 Supreme and Medium Business Award from the Nelson Tasman Chamber of Commerce.

NZ Mortgage & Finance is a mortgage broker and financial advice provider working with a wide range of lenders across New Zealand. The team covers the entire process of getting a mortgage, from first-home loans and refinancing to business, investment property, asset finance, and debt consolidation. Operations are based out of Auckland and Nelson, with applications available in person, by phone, or through the firm's online portal.

Atkinson Crehan Law is a law firm with offices in Richmond and Motueka, formed in May 2023 following the dis-establishment of Knapps Lawyers. Its lawyers provide legal services to individuals and corporations across the Nelson and Tasman region, including wills, powers of attorney, estate administration, trusts, and residential, commercial and rural property transactions. The firm maintains its association with Hamish Kennedy, continuing its connection to the Motueka region.

Canyon Creative is a branding and graphic design studio founded in 2014, working across print, packaging, web, signage, exhibition and interior design. The studio is based between Kaikōura and Whakatū Nelson, taking on branding, identity and graphic design projects for clients throughout the Top of the South and wider New Zealand, including Kaikōura District Council and Marlborough District Council.

Dawson & Associates Ltd is a maritime law firm based in Richmond, providing specialist maritime and fisheries legal services to clients throughout New Zealand and internationally since 2007. The team advises marine businesses and individuals on vessel sale and purchase, commercial fishing regulation, and health and safety matters, drawing on more than three decades of combined experience in maritime and marine legal practice.

Findex Richmond is an accounting and financial advisory office on Oxford Street, part of a network of more than 90 offices across Australia and New Zealand. Its accounting and business advisory team provides bookkeeping, financial reporting, business performance analysis, cash flow management and strategic planning, with sector experience in agribusiness, education, franchising, trade and customs, and medical and healthcare. The office also offers lending and finance brokerage covering residential mortgages, investment loans, personal loans, commercial loans and asset finance.

Keep It Simple Solutions is a bookkeeping and business support service based in Brightwater, formed in 2007 when founder Dee Workman returned from working in legal and accounting offices in Australia. The business relocated to the Tasman area in 2015. Services include bookkeeping, GST and payroll processing, not-for-profit reporting, training and software support, and assistance for new businesses. Dee is a certified bookkeeper with the New Zealand Bookkeepers Association and an MYOB and Xero certified consultant.

Skylark Design is a freelance graphic design business established in 2001 and operated by Markus Baumann from a home office in Wakefield. Services include branding, logo design, brochures, business cards, signage, and website design, plus photo editing, proofreading, and English-German translation. Baumann works as a sole trader, dealing directly with each client from enquiry through delivery.

Socially NZ operates as a marketing agency at 11 Win Place, Richmond 7020, within the Tasman District. The business appears on Google Business Profile under the marketing agency category, with wheelchair accessible parking available at the premises. Socially NZ can be reached by phone for marketing agency services in the Richmond area of the Tasman region.

BNI is the world's largest business networking and referral organisation and its culture, which is built on the philosophy of Givers Gain®, is unique. This is a culture of caring about giving business, professional development and building consistent, proactive, reciprocal and profitable business relationships.

Go Accounting is a chartered accounting and business advisory firm based in Richmond, serving clients across the Nelson Tasman region. Founded in 2017 by Manoli Aerakis, the firm merged with Crux Advice & Accounting in 2023, bringing together a team of 22 across accounting, tax, bookkeeping, and business coaching. The practice has received multiple national industry awards, including Xero partner honours.

Atkinson Crehan Law is a law firm in Richmond, serving clients across the Nelson and Tasman region from offices in Richmond and Motueka. The firm was formed in May 2023 after the dis-establishment of Knapps Lawyers and is owned by directors Amanda Crehan and Jacintha Atkinson-Manson. Services include wills, trusts, estates, property transactions, business structures and relationship property.

Lynda Moore trades as The Money Mentalist, an accounting and money psychology practice based in Motueka. Moore, who started her career as an accountant at 17, holds a B.Com and a Graduate Diploma in Arts (Psychology) and is described as New Zealand's only certified New Money Story® mentor. Through her Financial Flow Formula, she combines accounting support with money mindset coaching, helping small business owners manage their numbers and build a healthier relationship with money.

Boombox is a design agency and web development company based in Motueka. It offers design, website development, branding, app design, and search engine optimisation services. The company works across front end design, back end development, and copywriting, and builds user interfaces and back end APIs for client applications. It has over 20 years of experience and specialises in bespoke solutions for business needs.

Reynolds Rural Chartered Accountants is a team of Chartered Accountants and Business Advisors based in Richmond, serving business owners across Nelson Tasman, Golden Bay, the West Coast and other South Island regions. Services include annual financial accounts, tax returns and GST, plus business planning, succession planning and restructuring, and cashflow forecasting and budgeting. The firm is skilled in Xero, Figured and PayHero, and its team are members of Chartered Accountants Australia and New Zealand.

Nelson Bays Community Law Service is a community law centre providing free legal services to residents of Nelson, Tasman and Buller districts. Its Motueka outreach clinic operates from Community House, Decks Reserve, on Wednesdays from 9am to 3pm. The service also runs legal education sessions for community groups and can be reached via a national freephone advice line, 0800 246 146.

iFigure Accounting Specialists is a New Zealand-owned accounting firm with a Nelson-based practice, offering services to small and medium businesses nationwide. The team provides business planning, tax agent services, payroll systems, new business setup support, and business reporting. iFigure is a partner to both Xero and MYOB accounting software. The firm is 100 per cent locally owned and operated.

Pitt & Moore is a law firm with an office at 66 Oxford Street, Richmond, serving clients across Nelson and Tasman. Established in 1864, the firm advises on business structuring, commercial property, employment, family law, immigration, residential property, dispute resolution, and trusts and wealth management. It also handles agribusiness, forestry, and fisheries matters, and provides visa assistance for immigration advisers.

Milnes Beatson is a chartered accountancy and business advisory firm based in Motueka, with regular attendance in Golden Bay. The firm has served the local community for more than 60 years, providing accounting services to individuals and businesses across sectors including farming, retail and tourism. Milnes Beatson offers accounting systems and software, taxation services, rural business support, payroll and new business setup advice.

Knapps Lawyers is a law firm located at 23 Wallace Street, Motueka 7120, within the Tasman District. On Google Business Profile the practice is listed under the categories Law firm and Legal services. The firm can be contacted by phone on +6435289590, or by email at enquiry@knapps.co.nz, christine@knapps.co.nz, shelley@knapps.co.nz, hamish@knapps.co.nz or ian@knapps.co.nz.

Fletcher Vautier Moore is a law firm established in 1950, now a five-partner practice with a wider team of over 40 people. Based in Nelson, the firm operates permanently-staffed offices in Nelson, Richmond and Motueka, with the Motueka office located at 175D High Street. It describes itself as a full-service practice serving commercial, property and private clients across New Zealand.

Lifestyle Accounting is an accounting firm located at 257a Queen Street, Richmond. Its Google Business Profile describes it as an all purpose accounting and consulting firm. A customer review states that Ian and his team have been looking after the reviewer's accounts for a while and describes them as organised and friendly in their interactions, adding they would recommend the service.

Craig Anderson Accountants operates from 270 Queen Street, Richmond, offering accounting and business advisory services across rental property, farming, and general business. Services include monthly processing and GST filing, annual accounts, bookkeeping, payroll, and management consulting. The firm is a Xero Platinum Partner and provides farm accounting support, including budgeting, succession planning, and seasonal advice. Office hours run Monday to Thursday, 8.30am to 4.30pm, and Friday until 3pm.

JAS Accounting and Advisory Services operates from 1/341 Lower Queen Street, Richmond, as part of a nationwide firm with additional offices in Nelson, Blenheim and Tamahere. It is an independent Chartered Accountant firm registered with CAANZ, offering accounting, tax, corporate and business advisory services. The team includes tax advisors, corporate valuation specialists and business consultants.

Accounting Connections is an accounting business located at 46C Commercial Street, Tākaka, in the Tasman district. It is categorised as an accountant on its Google Business Profile. The premises provide wheelchair accessible parking, and the business recommends booking an appointment before visiting. Enquiries can be made by phone or via the website contact page.

All Accounts Matter Ltd is a chartered accounting practice based in Wakefield, providing tax consultancy and business advisory services. The team works one-on-one with each client, tailoring advice to their business. Services include bookkeeping and accounting, budgeting, cash flow forecasting and payroll, along with specialist support for farm accounting, orchard accounting, rental property and trusts. The practice is a Xero Silver Partner and displays MYOB accreditation.

Dry Crust Communications is a marketing and communications agency based in Richmond, working with clients since 1991. The company offers strategic communications across print, broadcast, online, film and video, alongside brand development, web design and its Buzzit online engagement platform. Local government and commercial clients range from Te Kuiti to Invercargill. Services also include graphic design, print production and copywriting.

First Class Accounts - Mapua/Tasman is an accounting business based at 69 Aranui Road, Māpua, within the Tasman district. It is listed under the Accountant category. The premises provide wheelchair accessible parking and a wheelchair accessible entrance, and the business recommends booking an appointment before visiting.

Green Grass Accounting is a Golden Bay owned accountancy firm founded by Robert Hewison, a qualified accountant working since 2006 with a B.Com Accounting and Graduate Dip. in Professional Accounting. Based at 2086 Takaka Valley Highway, Tākaka, by appointment only, the firm offers GST, PAYE, tax advice and annual accounts, business start ups and business formation support, and is a MYOB and Xero certified partner providing implementation, support and onsite training.

HotHouse Creative operates from Office 9/186 Queen Street, Richmond. The business, established in 1998, is part of a Nelson Tasman-based team of brand strategists, writers, designers, illustrators, filmmakers, and web and IT developers. On Google Business Profile it is listed as a Graphic designer, with additional categories of Website designer, Web hosting company, and Internet marketing service.

John Murphy Chartered Accountant operates as an accounting practice at Level 1/1 Kotua Place, Stoke, Richmond 7011, within the Tasman region. The business is categorised on Google as an Accountant. The premises offer wheelchair accessible parking. Contact by phone is available on +64 3 541 0365.

Milnes Beatson is a chartered accountancy and business advisory firm with a Golden Bay office in Buxton Lane, Tākaka, opposite ITM. The firm has been active in Golden Bay for more than 30 years, with weekly Friday attendance in Tākaka backed by its technical team based in Motueka. Services include training, technical support, seminars, and tailored business advice.

Mortgage Link Nelson is located at 155 High Street, Motueka and is listed on Google as a mortgage broker. It operates under Mortgage Link, a national network of independently owned and operated mortgage advisory firms founded in the early 1990s as one of New Zealand's first mortgage adviser groups. With over 40 offices across New Zealand, Mortgage Link advisers assist clients with mortgages, personal loans and insurance.

Quantum Accounting and Business Solutions Ltd is an accounting firm on High Street in Motueka, categorised on Google as an accounting firm and accountant. Alongside standard compliance work, the firm provides consultancy, drawing on principals' experience with global business coaching organisations, and trusts and estate planning covering company formations, restructuring and succession planning. It also works with international partners on trans-Tasman business.

Taxation Limited is an accountant based at 49 Oxford Street, Richmond 7020, in the Tasman region. According to its Google Business Profile, the business is open on Monday, Tuesday, Wednesday, Thursday and Friday, and it is closed on Saturday and Sunday. The premises offer wheelchair accessible parking for visiting clients.

Town & Country Brokers is an insurance agency in Motueka, Tasman District. The business is located on Wallace Street, Motueka 7196, and appears on Google under the insurance agency category. It has not published a website, so details of specific policies and cover types are not available online. Enquiries can be made by phone on 0800 889 577.

Virtual Admin & Support is a bookkeeping service located at 257A Queen Street, Richmond 7020, in the Tasman District. It is listed on Google Business Profile under the Bookkeeping Service category. The site offers wheelchair accessible parking for visitors. Its Google Business Profile is not yet claimed by the owner, and it can be reached by phone on +612102338099.

Your Accountant Ltd is an accounting practice in Hope, Nelson, run by Tracy and Norman Coldicott. The firm has provided accounting services for more than 25 years, including GST and income tax returns, tax planning, and annual financial statements. It is a Xero silver champion partner and has used Xero since 2008, offering software implementation, training, and ongoing support. Clients include retail, trades, and fishing businesses.