Davidson Fraser - Master Your Money & Tax

Davidson Fraser - Master Your Money & Tax We help business owners reduce their stress, provide clarity and make confident decisions.

15/09/2026

๐–๐ก๐š๐ญ ๐€๐œ๐ญ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐‡๐š๐ฉ๐ฉ๐ž๐ง๐ฌ ๐ข๐ง ๐Ž๐ฎ๐ซ ๐…๐ข๐ซ๐ฌ๐ญ ๐Œ๐ž๐ž๐ญ๐ข๐ง๐  (๐Œ๐จ๐ง๐ž๐ฒ ๐๐ฅ๐ฎ๐ž๐ฉ๐ซ๐ข๐ง๐ญ)?

How long is the meeting?
๐”๐ฌ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐š๐›๐จ๐ฎ๐ญ ๐š๐ง ๐ก๐จ๐ฎ๐ซ.

Itโ€™s really a chance for us to get to know each other a bit, and to see whether weโ€™re a good fit. Sometimes the conversation is pretty brief if itโ€™s clear early on that weโ€™re not the right match. Other times, people come in with a clear idea of what they want. Often though, theyโ€™re still working that out, and thatโ€™s completely fine.

๐‘จ๐’ ๐’‰๐’๐’–๐’“ ๐’ˆ๐’Š๐’—๐’†๐’” ๐’–๐’” ๐’†๐’๐’๐’–๐’ˆ๐’‰ ๐’•๐’Š๐’Ž๐’† ๐’•๐’ ๐’‰๐’‚๐’—๐’† ๐’‚ ๐’‘๐’“๐’๐’‘๐’†๐’“ ๐’„๐’๐’๐’—๐’†๐’“๐’”๐’‚๐’•๐’Š๐’๐’.

Before we meet, we ask people to complete a questionnaire, so we already have a good sense of who they are, what theyโ€™re hoping for, and where theyโ€™re at. That means the meeting can focus on bringing clarity and working out the next steps, whether thatโ€™s with us or not.

Book in a free Money Blueprint session https://davidsonfraser.co.nz/free-money-blueprint-meeting/

03/09/2026

๐–๐ก๐š๐ญ ๐˜๐จ๐ฎ'๐ฅ๐ฅ ๐€๐œ๐ญ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐–๐š๐ฅ๐ค ๐€๐ฐ๐š๐ฒ ๐–๐ข๐ญ๐ก ๐…๐ซ๐จ๐ฆ ๐š ๐Œ๐จ๐ง๐ž๐ฒ ๐๐ฅ๐ฎ๐ž๐ฉ๐ซ๐ข๐ง๐ญ ๐Œ๐ž๐ž๐ญ๐ข๐ง๐ 

So what do you actually walk away with when you book a Money Blueprint meeting with us?
๐‡๐จ๐ง๐ž๐ฌ๐ญ๐ฅ๐ฒ? ๐€ ๐ฐ๐ž๐ข๐ ๐ก๐ญ ๐จ๐Ÿ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐๐ž๐ซ๐ฌ.

Most people who sit down with us aren't actually sure where they stand financially โ€” or where they even want to end up. And that's completely okay. Money stuff is hard to see clearly when you're the one living inside it. That's kind of the whole reason we do this.

By the end of the session, you'll have real clarity โ€” not vague, feel-good clarity, but an honest picture of where you're at right now and where you'd like to be.

And you'll leave with a plan. A proper one โ€” a path that gets you from here to there, with a realistic sense of how long it'll actually take.

๐‡๐ž๐ซ๐ž'๐ฌ ๐ญ๐ก๐ž ๐›๐ข๐ญ ๐ˆ ๐ซ๐ž๐š๐ฅ๐ฅ๐ฒ ๐ฐ๐š๐ง๐ญ ๐ฒ๐จ๐ฎ ๐ญ๐จ ๐ก๐ž๐š๐ซ: even if you decide working with us isn't for you, you still walk away ahead. You'll understand your money better. You'll know what you're aiming for. And you'll finally have a sense of the road between the two.

๐‘‡โ„Ž๐‘Ž๐‘ก ๐‘๐‘™๐‘Ž๐‘Ÿ๐‘–๐‘ก๐‘ฆ ๐‘Ž๐‘™๐‘œ๐‘›๐‘’ ๐‘–๐‘  ๐‘ค๐‘œ๐‘Ÿ๐‘กโ„Ž ๐‘กโ„Ž๐‘’ โ„Ž๐‘œ๐‘ข๐‘Ÿ.

#๐ท๐‘Ž๐‘ฃ๐‘–๐‘‘๐‘ ๐‘œ๐‘›๐น๐‘Ÿ๐‘Ž๐‘ ๐‘’๐‘Ÿ
#๐‘€๐‘œ๐‘›๐‘’๐‘ฆ๐ต๐‘™๐‘ข๐‘’๐‘๐‘Ÿ๐‘–๐‘›๐‘ก
#๐‘†๐‘š๐‘Ž๐‘™๐‘™๐ต๐‘ข๐‘ ๐‘–๐‘›๐‘’๐‘ ๐‘ ๐‘๐‘
#๐ถ๐‘Ž๐‘ โ„Ž๐น๐‘™๐‘œ๐‘ค
#๐ต๐‘ข๐‘ ๐‘–๐‘›๐‘’๐‘ ๐‘ ๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘’

26/08/2026

๐‚๐ฅ๐š๐ซ๐ข๐ญ๐ฒ ๐š๐ง๐ ๐€๐œ๐ญ๐ข๐จ๐ง ๐’๐ญ๐š๐ซ๐ญ ๐ฐ๐ข๐ญ๐ก ๐ญ๐ก๐ž ๐‘๐ข๐ ๐ก๐ญ ๐‚๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง

Most people donโ€™t really have these conversations in everyday life.

But when you ๐ฌ๐ฅ๐จ๐ฐ ๐๐จ๐ฐ๐ง ๐š๐ง๐ ๐ญ๐š๐ฅ๐ค ๐ญ๐ก๐ซ๐จ๐ฎ๐ ๐ก what you want, and why you want it, things can start to feel much clearer.

Often there are lots of goals and ideas in the mix. A good in-depth conversation can help you work out what matters most, what to focus on first, and what ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐›๐ž๐ฌ๐ญ ๐ฌ๐ญ๐ž๐ฉ looks like.

Thatโ€™s also what itโ€™s about. ๐‘ช๐’“๐’†๐’‚๐’•๐’Š๐’๐’ˆ ๐’‚ ๐’“๐’†๐’‚๐’๐’Š๐’”๐’•๐’Š๐’„ ๐’‘๐’๐’‚๐’ ๐’•๐’‰๐’‚๐’• ๐’ˆ๐’Š๐’—๐’†๐’” ๐’š๐’๐’– ๐’„๐’๐’‚๐’“๐’Š๐’•๐’š, ๐’…๐’Š๐’“๐’†๐’„๐’•๐’Š๐’๐’, ๐’‚๐’๐’… ๐’‚ ๐’”๐’Š๐’Ž๐’‘๐’๐’† ๐’‘๐’‚๐’•๐’‰ ๐’Š๐’๐’•๐’ ๐’‚๐’„๐’•๐’Š๐’๐’.





19/08/2026

๐Œ๐จ๐ง๐ž๐ฒ ๐๐ฅ๐ฎ๐ž๐ฉ๐ซ๐ข๐ง๐ญ ๐Œ๐ž๐ž๐ญ๐ข๐ง๐  โ€“ ๐–๐ก๐จ ๐ข๐ฌ ๐ข๐ญ ๐Ÿ๐จ๐ซ?

๐–๐žโ€™๐ซ๐ž ๐ฅ๐จ๐จ๐ค๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐ฅ๐ฎ๐œ๐ค๐ฒ ๐Ÿ๐Ÿ‘ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ who understand itโ€™s them that needs to change and grow. Probably in business for a couple years and has a healthy cashflow or is starting to get there.

๐…๐จ๐ซ ๐ž๐ฑ๐š๐ฆ๐ฉ๐ฅ๐ž โ€“ ๐œ๐š๐ง ๐ฒ๐จ๐ฎ ๐ซ๐ž๐ฅ๐š๐ญ๐ž ๐ญ๐จ ๐ญ๐ก๐ข๐ฌ ๐ฌ๐ญ๐จ๐ซ๐ฒโ€ฆ
Zoeโ€™s business is doing well, and sheโ€™s ready to grow, but she doesnโ€™t want that growth to turn into chaos & is a little nervous about money & finances.

She cares about strategy, profit, and making smart decisions, but she also doesnโ€™t want to spend all day buried in spreadsheets & reports.

What she really wants is a practical money framework and the right support to help keep things moving in the right direction.





17/08/2026

Ever feel like your business money could do with a proper reset?

๐Ž๐ฎ๐ซ ๐Ÿ๐ซ๐ž๐ž ๐Œ๐จ๐ง๐ž๐ฒ ๐๐ฅ๐ฎ๐ž๐ฉ๐ซ๐ข๐ง๐ญ ๐Œ๐ž๐ž๐ญ๐ข๐ง๐  is a relaxed first step where we get to know your business, talk about where youโ€™re heading, and work out what might help you get there.

Itโ€™s a chance to look at whatโ€™s going well, what needs attention, and whether weโ€™re the right people to help.

Youโ€™ll walk away with more clarity and a better idea of your next move.

If youโ€™d like to chat, send us a message and weโ€™ll tee up a session.





12/08/2026

๐€๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ญ๐ก๐ž ๐ฉ๐ซ๐จ๐›๐ฅ๐ž๐ฆ ๐ข๐ง ๐ฒ๐จ๐ฎ๐ซ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ?

It is my experience is that the business owner is usually the biggest asset and potentially the biggest problem
I include myself in this โ€“ the performance of my business has been closely related to how well I have been doing personally. Itโ€™s not a direct correlation and there are always challenges in the environment and external to the business โ€“ but how we handle these challenges is the biggest factor.

๐‚๐š๐ฌ๐ก ๐…๐ฅ๐จ๐ฐ โ€“ our focus and how we help is by focusing on the cash flow and numbers of the business. If there are problems with cash flow, they are symptoms not the problem.

Paying more attention to your cash flow and numbers will help you diagnose early what the problems are and give you insight into how to solve those problems. The business owner is always the best place to start to instigate any changes and improvements.

There is no perfect time - look for and ask for support nowโ€ฆ


04/08/2026

๐„๐๐ฎ๐œ๐š๐ญ๐ข๐จ๐ง ๐š๐ง๐ ๐‚๐จ๐š๐œ๐ก๐ข๐ง๐ 

๐“๐š๐ฑ ๐๐ซ๐จ๐›๐ฅ๐ž๐ฆ๐ฌ ๐š๐ซ๐ž ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ฑ - Like I said, those tax problems are complicated.
A big challenge is, I have all of this information and knowledge that I've accumulated over 35 years. The challenge is communicating it so that you get it. Especially when some people don't even know the basics.

๐Œ๐จ๐ฌ๐ญ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ ๐๐จ๐ง'๐ญ ๐ ๐ซ๐š๐ฉ๐ฉ๐ฅ๐ž ๐ฐ๐ข๐ญ๐ก ๐ญ๐ก๐ข๐ฌ. So part of what I try and do, is rather than you just come to me and say, can you take care of it for me? I want to share some information with you. I want to educate you, I want to train you a little bitโ€ฆ.
So that you can see itโ€™s not a good idea to buy a $30,000 car just to save $100 in taxโ€ฆ.

There is no perfect time - look for and ask for support nowโ€ฆ


21/07/2026

Too much focus on tax is a distraction - know your numbers ask for help. Donโ€™t let ego the number one killer business stop youโ€ฆ.

Too much focus on the tax distracts you from the fact your business and your cash flow is not going very wellโ€ฆ

Looking at the numbers helps you see things early - so you can deal with things sooner rather than later.

There is no perfect time - look for and ask for support nowโ€ฆ


17/06/2026

๐‡๐ž๐ฅ๐ฅ๐จ ๐๐ž๐ข๐ ๐ก๐›๐จ๐ฎ๐ซ!

Most business owners didnโ€™t start their business because they love spreadsheets, tax returns, and cash flow stress.

๐ต๐‘ข๐‘ก ๐‘ ๐‘œ๐‘š๐‘’โ„Ž๐‘œ๐‘คโ€ฆ ๐‘–๐‘ก ๐‘๐‘’๐‘๐‘œ๐‘š๐‘’๐‘  ๐‘กโ„Ž๐‘’ ๐‘กโ„Ž๐‘–๐‘›๐‘” ๐‘˜๐‘’๐‘’๐‘๐‘–๐‘›๐‘” ๐‘ฆ๐‘œ๐‘ข ๐‘ข๐‘ ๐‘Ž๐‘ก ๐‘›๐‘–๐‘”โ„Ž๐‘ก.

๐“๐ก๐š๐ญโ€™๐ฌ ๐ฐ๐ก๐ž๐ซ๐ž ๐ฐ๐ž ๐œ๐จ๐ฆ๐ž ๐ข๐ง.
๐‘ฏ๐’†๐’๐’๐’ ๐’๐’†๐’Š๐’ˆ๐’‰๐’ƒ๐’๐’–๐’“.
If youโ€™re a business owner in Manawatลซ, Waikato or Hawkeโ€™s Bay, we wanted to introduce ourselves properly.

Iโ€™m Hector Bassett, Accountant and business owner and we are Davidson Fraser.
Youโ€™ve probably seen some of us around already grabbing a coffee before work, doing the supermarket run, circling for a car park, or stopping in at local businesses just like yours.

Weโ€™re an accounting firm that cares just as much about people as we do numbers.

Of course, we do tax returns, financial statements, and all the important compliance stuff.
But what we really love is helping business owners feel less stressed and more confident about their money.
Because running a business can feel overwhelming sometimes.

We believe good accounting should make life easier, not harder.
Thatโ€™s why we focus on real conversations, practical support, and helping people understand the story behind their numbers.
If youโ€™d like to chat about your business and where things are heading, weโ€™d love to meet you.

๐Ž๐ฎ๐ซ ๐Œ๐จ๐ง๐ž๐ฒ ๐๐ฅ๐ฎ๐ž๐ฉ๐ซ๐ข๐ง๐ญ ๐Œ๐ž๐ž๐ญ๐ข๐ง๐ ๐ฌ ๐š๐ซ๐ž ๐š ๐ซ๐ž๐ฅ๐š๐ฑ๐ž๐, ๐ฉ๐ซ๐š๐œ๐ญ๐ข๐œ๐š๐ฅ ๐ฉ๐ฅ๐š๐œ๐ž ๐ญ๐จ ๐ฌ๐ญ๐š๐ซ๐ญ.
No pressure. No obligation. Just a useful conversation.

Ready to feel less stressed about your business finances?
To book a Money Blueprint Meeting comment Money Blueprint below

Address

L1, 109 Princess Street
Palmerston North City
4410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

063558040

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