Whanganui

With a history dating back to the early 1900’s, the Whanganui office will turn 100 in 2019. However, this is far from an old business. Throughout its history the firms which have comprised Balance have evolved to meet the needs of clients – the purchase of an innovative consulting business in 2015 being an example of this.
The office has also been strong in its community contribution and also has supported major Maori incorporations and Trusts since their inception through to present day – including Morikaunui and Atihau Whanganui Incorporation.

Craig McKinnon

Partner
06 348 0062
craig@balanceonline.co.nz

Craig is a Partner and joined the Balance Group in 2013 after working in both government and private sector roles in Wellington.  During this time he has specialised in areas of international taxation, management accounting & financial reporting.

He is our ‘go to guy’ for 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.

Yvonne Wallis

Partner
06 348 0062
yvonne@balanceonline.co.nz

Yvonne is a shareholder of Balance. Her 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.

In 2005, Yvonne became a Partner in Balance. 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

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 Morikaunui 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

CEO
06 348 0062
jt@balanceonline.co.nz

John Taylor (JT) is situated in the Whanganui Balance Office and has been a Partner and the CEO of Balance Chartered Accountants since 2005.

His main role is to provide leadership to the entire Balance team at Whanganui & Ohakune and manage the company’s day to day operations in line with our strategic plan, vision, and values and to ensure that Balance fulfills its vision so we can assist our customers to fulfill 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) 20 years ago as the practice’s first Practice Manager, which was originally only a part-time role, so he also worked with customers as a Client Manager looking after their accounting requirements. Over the last 20 years, the business has grown significantly as has his role and he was instrumental in brokering and leading a number of mergers that have occurred during this period. 

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