New Zealand

“Understand each client is the key to providing strategic advice and generating successful outcomes.”

Sarah Blake

Principal, Business Advisory & Superannuation

A more reliable and compassionate advisor than Sarah is hard to come by. Combining a keen eye for detail with an impressive knowledge base, Sarah instils trust in her clients, and is committed to continually earning it.

A natural problem solver, Sarah enjoys working through the various unique challenges each entity and super fund present. Quickly identified as a leader in her area, Sarah has enjoyed taking on responsibilities above and beyond her job description, being recognised for this with the presentation of a firm-wide service award, and accelerated career progression.

Sarah maintains a balanced lifestyle with a passion for fitness and a love of travel. She enjoys learning about her clients’ interests, goals and businesses, so that she is better placed to develop personalised services and solutions.

As well as an impressive portfolio of high net wealth family and business clients who consider her their first point of call when a problem arises, Sarah is known as one of the firm’s leaders in superannuation fund knowledge. Having worked on a huge variety of self-managed funds, no problem is beyond Sarah’s abilities, with any new issues being greeted with excitement and determination.

The Facts:

Core Expertise

  • Strategic Business Planning
  • High Net Wealth Family Groups
  • Self-Managed Superannuation Funds
  • Taxation Planning

Qualification

  • Bachelor of Commerce (Accounting & Finance)
  • Member of the Institute of Chartered Accountants (CA)
  • SMSF Specialist Advisor Examination (SSA)
  • Certified Financial Planner (Dip. FP)

Industries

  • Family Business
  • Superannuation
  • Estate Planning
  • Property

Latest Articles

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