Monthly Plans
For Ahu Whenua Trusts and Marae
Strong compliance and active managment of your Trust’s finances is key to unlocking opportunities. Build a thriving future for generations to come with a package from Ake, designed specifically for the needs of Māori Lands Trusts.
At Ake we know that managing your Trust’s admin can be time-consuming, not to mention stressful, mahi. Our range of plans are here to free up your time and provide peace of mind - so that your Trust can do more than just meet its obligations; it can grow and prosper.
With personal experience as Trustees and in Governance roles, our people bring a wealth of real-world experience to the table. More than just your accountant, we’re here to build a long-term trusted partnership and help your Trust advance towards its aspirations.
What You’ll Gain
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✔️ Time back for the important agenda items
Let Ake’s expert team take care of the details so that you can get the balance back in your life, and focus on what will move the dial most for your Trust.
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✔️ Peace of mind and security
Experience the reassurance and confidence that comes from knowing your Trust’s admin and finances are expertly managed and highly organised.
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✔️ Pursue opportunities and plan with confidence
With a clear understanding of your finances, you’ll be empowered to plan for the future and explore new opportunities.
Our Plans
Starter
The essential tools for smart Trust management.
Tax and Compliance Essentials:
Annual Financial Statements
Income Tax Returns
Tax Reminder Service
Quick Queries Service
Annual Accounts Review Meeting
✔️ 6 monthly Management Reports
From $295 + gst per month*
Plus Xero $20 - $133 per month
Growth
For Trusts with growth aspirations.
Tax and Compliance Essentials:
Annual Financial Statements
Income Tax Returns
Tax Reminder Service
Quick Queries Service
Annual Accounts Review Meeting
✔️ Quarterly Management Reports
✔️ Quarterly Accountability Meetings
✔️ 12 month Annual Plan
From $695 + gst per month*
Plus Xero $20 - $133 per month
Premium
Pursue opportunities in partnership with our expert team.
Tax and Compliance Essentials:
Annual Financial Statements
Income Tax Returns
Tax Reminder Service
Quick Queries Service
Annual Accounts Review Meeting
✔️ Monthly Management Reports
✔️ 12-month Business Plan
✔️ 12 month Budget & Forecast
✔️ Monthly Business Coaching
From $1295 + gst per month*
Plus Xero $20 - $133 per month
Add Ons +
Group Coaching
$295 + gst per month
Gain the support of our expert team and a group of like minded Trusts to make real progress towards your goals.
1:1 Coaching
From $495 + gst per month
One to one Intensive support to implement growth projects, navigate a major transition or pursue a new opportunities. Choose from weekly, monthly or quarterly sessions.
Trust Record Keeping
From $495 + gst per month
Feel confident and assured knowing your Trust compliance needs are expertly handled and organised.
Virtual CFO
P.O.A per month
A virtual CFO (Chief Financial Officer) is a a way for organisations to access the financial expertise and strategic nous of a CFO, on their terms and within their financial resources.
What our clients say
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I have been with Ake Accounting since 2020. Ake do my personal accounts plus the accounts of four separate entities that I am or have been involved with. All of these entities are Māori organisations with complex needs that require specialist accounting care. Ake have been easy to work with, prompt with their responses and clear with their communication. I highly recommend them to all of my friends and family looking for a great accountant and someone who they can trust.”
Kylie Smallman | General Manager, Ngāti Pūkenga Investments, Ngā Hua o Ngāti Pūkenga, Co-chair, Te Rūnanga o Ngāti Pūkenga ki Tauranga Trust
A team that understands your journey
Led by Tania-Rose Tamati (Ngāti Maniapoto, Ngāti Tuwharetoa, Te Atihaunui-a-Pāpārangi) and Matthew Davis, our team brings extensive real-world experience, having served in governance roles, as Trustees, and as business owners.
This experience gives us a unique perspective, combining financial expertise with a deep understanding of the challenges that can arise.
Whether through a quick phone call or an in-person meeting, we adapt to your needs—ensuring you feel supported, heard, and empowered to achieve lasting success.
