Our People

Marise James

Business Advisory Services, Consultant, Taranaki

Marise has extensive experience in advising both commercial and rural businesses on compliance and reporting issues, business structures, business and strategic plans, and budgeting. Marise specialises in agri-business and business valuations and has successfully completed many valuations for rural businesses and equity partnerships, involving ownership of dairy farms throughout the region.

Marise started at the firm in 1986 and was a director of the firm from 2008-2024.

Specialist Areas

  • Financial and management reporting, including tax compliance
  • Business planning and budgeting
  • Succession planning and "future proofing" the family business
  • Valuation
  • Governance
  • Dealing with Banks regarding finance requests and reporting

Industry Experience

  • Agriculture, in particular dairy and beef farming
  • Hospitality
  • Retail and rural service providers
  • Insurance

Memberships & Qualifications

  • Member of Chartered Accountants Australia and New Zealand (CAANZ)
  • Fellow, Institute of Directors New Zealand (Accredited)
  • F.C.A (Fellow of NZ Institute of Accountants)

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