Robert Whitefield- Business, Investment, Strategy, and Governance Consultant

What we can offer

Making & Meeting Goals

Building Strong Futures

Be it a Charity Board looking for how to obtain maximum impact, a private individual seeking to map a financial future, or a business trying to soar to new heights, I'm here to help you define your goals, and formulate them into a plan for success. I'm passionate about helping to set up strategies, plans, governance agenda, and providing advice and coaching to help you excel.

Building Strong Futures

I can provide the advice, coaching, planning, and structures that help to clearly define what your future looks like. I can help with the implementation of those plans to ensure that you, your business, or your organisation, are geared towards achieving the future you want!

Professional Services

I can use my experience in auditing and financial statements to assist with understanding your financial statements, understanding trends, or provide governance services to your charity or business. I am always more than happy to be the "money guy", but not to tell you you can't afford it. Rather, to say "let's build a strategy to make it happen".

About Me

Professional Services

I am a seasoned professional Chartered Accountant who has worked in Big 4 Accounting, Corporate Companies around the world, government, and running small to medium enterprises. I have also had a lengthy governance career in the not-for-profit, commercial property, and hospitality sectors.

I started Whitefield because I wanted to apply this experience with my passion for helping others to succeed.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Why do I need a Financial Consultant?

My experience as a Chartered Accountant who has worked across so many different sectors means that I can consult, develop, implement, advise and just about anything else financial that you can think of! No financial job is too small. Even if you just need someone to make sense of your kiwisaver, I can help, and my rates might surprise you.

Do you only work for businesses?

I can work for businesses, charities, or individuals. Wherever you are at with your life or business journey, I can help to provide financial context, governance, set up plans, or develop and implement strategies. The bottom line is, I am keen to help you. End of story.

Can you help me plan for retirement?

Yes! I can help you figure out what you need to do to retire at your desired age. I can also assist with college funds for kids and estate planning.

I can help you with any part of your financial journey, from building a budget to save for a goal, to helping you assess different investment opportunities, to planning your retirement.