Understand your finances better

When you want to understand your finances better, advisors can help if you: 

  • want to see if your idea is financially viable
  • need help to manage your cash flow and day-to-day finances
  • want to minimise your tax and maximise your profits
  • are interested in exploring where you can get funding to grow
  • are thinking of selling your business, so you want to understand how much it's worth
  • need help to manage your debts.

These advisors can help:

  • accountants, commercial lawyers, bank managers and bookkeepers
  • budget advisors, financial advisors and insolvency advisors
  • business mentors
  • Inland Revenue community compliance officers.

Turn your idea into a business

Advisors can help if you want to explore one or more of these questions:

  • Does your idea solve a problem or fill a need? Does it have a point of difference?
  • Who is your competition, and is the market big enough for your idea?
  • How easily can you get your idea off the ground? Do you have the skills and resources to do it?
  • What's the best way to raise the money to get started?
  • Can you cover costs and make a profit?

These advisors can help:

  • accountants and bookkeepers
  • business advisors (business specialists) and financial advisors
  • business coaches (action-oriented), business mentors (general knowledge, guidance) and Industry networks.

Protect your business, assets and people

Advisors can help if one or more of these apply to you.

  • You need to register your business and stay up to date with licences and approvals.
  • You want to protect your most valuable business assets.
  • You’d like to identify, register and protect your intellectual property.
  • You have to keep on top of health and safety issues.
  • You want to make sure you hire the best people and do right by everyone you employ.
  • You’ve decided to buy another business or sell your own, and want help to get the best deal. 

These advisors can help:

  • accountants, business mentors and industry networks
  • health and safety advisors and recruitment consultants
  • commercial lawyers, employment lawyers and intellectual property and patent attorneys
  • employment mediators, HR advisors, Insurance brokers and risk consultants.
types of advice youll need

Grow your business

Advisors can help if one or more of these apply to you.

  • You want to validate your ideas and strategies.
  • You want to improve your work-life balance.
  • You want experienced people who understand your situation to be your sounding board.
  • You’re keen to develop your leadership skills and business acumen.
  • You’d like to explore your opportunities to innovate, expand or diversify.
  • You’d like to export your goods and services at some stage.

These advisors can help:

  • advisory boards and boards of directors
  • business coaches (action-oriented) and business mentors (general knowledge, guidance)
  • incubator and accelerator programmes, industry networks and management consultants.

Develop you and your teams’ skills

You can ask advisors for help to:

  • encourage your team to learn and upskill so they can contribute more effectively to your business
  • find out about training and get help to choose study and training
  • develop your leadership skills and business knowledge. 

Advisors who can help:

  • advisory boards and board of directors
  • business coaches (action-oriented)
  • business mentors (general knowledge, guidance)
  • incubator or accelerator programmes
  • industry networks
  • management consultants.

Put good systems into place

This includes both internal systems, and systems to build your customer base.

Advisors can help if one or more of these apply to you.

  • You need to set up and maintain some good digital systems.
  • You want to be able to easily resolve any tech issues you encounter.
  • You want to grow your customer base by marketing to the right people, at the right time, in the right way.
  • You’re keen to build your brand’s identity.
  • You’re always looking for ways to make the best use of your time.

Advisors who can help:

  • branding specialists, marketing consultants, digital strategists and graphic designers
  • business coaches (action-oriented) and business mentors (general knowledge, guidance)
  • IT consultants and remote tech support
  • virtual personal assistants.

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Business and financial advice