Craig McKinnon

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Craig McKinnon Partner
06 348 0062
craig@balanceonline.co.nz

Craig joined the Balance Group in 2013 after working in both government and private sector roles in Wellington.  He has a Bachelor of Commerce from Victoria University in Wellington and is a member of the Chartered Accountants Australia and New Zealand (CAANZ.  

When Laurie Jordan FCA Limited became a member firm of the Balance Group in January 2020 Craig took over the leadership of the practice and heads our team working from both our New Plymouth and Stratford based offices.

Craig is extremely experienced in business structures and advises small to medium enterprises (SME’s) on a wide range of issues and opportunities. Craig’s passion is for growing new businesses and assisting the next generation in creating value. He is also an accomplished taxation planner, with a deep understanding of tax law.

Craig and his wife are raising two sons so time outside work is busy with family.

Yvonne Wallis

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Yvonne Wallis Partner
06 348 0062
yvonne@balanceonline.co.nz

Yvonne’s career began in the Whanganui office of the Inland Revenue Department and then progressed to the Investigations unit where she gained extensive experience in the accounting and taxation areas. She received her CA certification in 1988 whilst still working at Inland Revenue. Yvonne joined Peach Cornwall Ltd (which then merged into Balance Chartered Accountants) and continued to expand her experience to encompass all areas of accounting taxation – individual, corporate, partnership, trusts, estates, non-profit organisations, performing consulting and planning services in these areas as well.

She provides consulting, compliance, and planning services in the accounting and tax areas for a variety of industries.

Yvonne enjoys golf and is a member of the Wanganui Golf Club. She has recently been elected to the Wanganui Golf Club Board and is looking forward to adding value in that role.
She is also a member of the Alzheimers Wanganui Board and is the Honorary Treasurer.

Lupton For

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Lupton For Associate
06 348 0062
lupton@balanceonline.co.nz

Lupton is an Associate who is situated in the Whanganui Balance office and 90% of his current client workload is assisting Maori entities with management and year-end reporting requirements, providing appropriate problem-solving solutions, miscellaneous systems and governance advice to and on behalf of those Maori entities and project managing effective compliance requirements to statutory and internal deadlines (e.g. Audits).

In the last 10 years, his focus has been predominantly assisting clients with management reporting in the Maori sector, charitable entity requirements, and designing and implementing practical sustainable financial reporting and software systems including remote processing systems. 

In particular, he has provided structures and accounting advice to an iwi throughout their treaty settlement journey (Nga Rauru Iwi). He is part of the team servicing Te Ātihau Whanganui Inc. and leads the team servicing the needs of charitable entities Nga Tai o Te Awa Trust (health education sector) and Te Puna Matauranga O Whanganui Trust (Education sector). Other current clients include Te Maru O Ruahine Trust group (Te Runanga O Ngati Hauiti) and Tupoho Iwi community social services Trust and The Whanganui River Maori Trust Board.

John Taylor

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John Taylor Partner
06 348 0062
jt@balanceonline.co.nz

John Taylor, or JT has many hats with us here at Balance.  His main role is to provide leadership to the entire Balance team and manage the company’s day to day operations in line with our strategic plan, vision, and values and to ensure that Balance fulfils its Purpose & Core Values so we can assist our customers to fulfil theirs. 

He has a number of key relationships with various stakeholders within the firm and externally with our customers and other community business leaders.

John started with Balance Chartered Accountants (then Peach Cornwall & Partners) in early 1997 as the practice’s first Practice Manager and he also worked with clients looking after their accounting requirements. Over the years the business has changed significantly as has his role and he also now also leads our Business Development team assisting clients with Business Growth & Performance, Leadership & Change Management and Accountability Coaching.