Māori Trusts & Marae · Business Advisory
Business Advisory for Māori Trusts and Incorporations
Stronger businesses on your whenua, and a board that can see the numbers clearly.
Many trusts and incorporations run farms, forestry, orchards, tourism ventures or other businesses for their owners. We help those businesses plan, measure and improve, and give trustees an independent view of how they're tracking, so decisions are grounded in good financial information.
A kōrero is a no-obligation chat, by phone, video or over a coffee.
Is This You?
Ngā Ratonga · Our Services
How We Help
Pick what your trust needs now. Most start with a plan and a budget, then add regular support.
Plan
Know where the business is heading and what it will take to get there.
- Business plans for each business unit
- Budgets and financial forecasts
- Cashflow planning, including seasonal swings
Measure and Improve
Regular reporting and an outside view that keep the plan on track.
- Monthly or quarterly reporting and coaching
- KPIs that matter for your business
- Benchmarking against similar operations
Organise
The right roles, responsibilities and structure for the next stage.
- Organisational reviews: roles for trustees, managers and staff
- Separating governance from operations
- Trust reviews under the Trusts Act 2019
Build Financial Confidence
Trustees and managers who read the numbers with confidence.
- Financial awareness coaching for trustees and managers
- Board-ready reports in plain language
- Virtual CFO support for larger trusts
How we work
How We Work With Your Board
- 01
A Kōrero
A no-obligation chat about the trust, its businesses and what the board wants to achieve.
- 02
A Clear Picture
We look at the numbers and how the business runs, and agree the priorities with you.
- 03
A Fixed Quote
A written quote you can take to your trustees, agreed before we start.
- 04
Ongoing Support
Plans, reports and hui (meetings) with your board and managers, monthly or quarterly.
“This support enables the Board's decision-making to be grounded in financial data, ultimately enabling us to deliver on our strategic objectives.”
Related services
Part of How We Support Your Trust
Projects: land use, feasibility, funding and strategic planning wānanga (workshops) → Virtual CFO: a finance lead for larger trusts → Governance training for trustees → Māori authority tax and returns →Common Questions
How is this different from your Projects work?
Projects are one-off pieces of work to explore and fund something new, such as a land use study, a feasibility study or a funding application. Advisory is the ongoing support that helps your trust's existing businesses run well: plans, budgets, reporting and a regular outside view.
We already have a general manager. Can you still help?
Yes. We often work alongside a general manager or farm manager: building the budget with them, reporting to the board, and giving trustees an independent view of the numbers.
Does our trust need a business plan?
If the trust runs a business, a plan and a budget give the board something to measure performance against. We keep them short and practical, so they get used rather than filed.
What does it cost?
We agree a fixed quote before we start, based on what your trust needs. Ongoing support can be monthly or quarterly. Larger trusts with staff and significant assets may suit our Virtual CFO service.
Do you do the trust's accounts and tax as well?
Yes. Many trusts have us do both, so the advice and the annual accounts and Māori authority returns come from one team.
Let's Have a Kōrero About Your Trust's Businesses
Tell us what the trust runs and where the board wants to get to. We'll be straight with you about how we can help.
See everything we do for Māori trusts and marae →
Tania-Rose Tamati
Tumu Whakarae (CEO)
Erin Wirihana
Projects Team Leader, Taupō