We have been working with Neil Ivamy for over 20 years and feel very confident that Neil understands our values in business and our family goals.  We have always viewed Neil’s own experience as a business owner/ as showing that he really understands our needs as business owners in practice, not just theoretically.

Neil provides us with business, tax and ACC advice and helped us enormously with our succession planning.  He is always available to answer any question we have whether by email, phone or in person and we know we can rely on Neil and his team to complete any matters for us on time.

Neil provides us with the right advice to enable us to use our entities in the best possible way for business and family security. 

When we decided to look at succession planning Neil facilitated this process and arranged a round table meeting with the bank, lawyers, us and himself and provided all of us with a brief with some guidelines so we could come prepared with information and thoughts.  He helped us put a framework in place so that the companies and trust we created could operate together for the benefit of our whole family.

Neil’s knowledge of trusts and companies and how to integrate and run them together has been of great value to our family.  We have four children and the three that live in New Zealand all use Neil and MCIA for their accounting needs as they have seen first-hand the benefit he can provide.

It is easy to start the succession planning process but you need good guidance to follow it through and keep the plan functioning to the end – Neil provides this service to us and we can’t recommend him highly enough.

Russell & Karen Phillips