Click Here to download our 2018 Client Checklists


Contact Us

p: +64 9 414 4050
f:  +64 9 447 1645

» contact us page

Refer a new client

BottleRefer a new client to us and receive a bottle of bubbly.

ADVISE for improved results

Recommendations for success

Once results have been analysed and a bigger picture of potential conceived, McIsaacs work with the client to develop an action-oriented plan to capitalise on opportunities highlighted.

This Recommendations Report is personalised to the client and details optimal ways to deliver on the opportunities analysis.

If the client chooses to go ahead with some or all of the advice recommended, McIsaacs offers a generous rebate on fees incurred in the ‘recommendations process’.

Client Receives:

  • A tailored strategic blueprint
    (summary report on recommendations)
  • Steps to take, along with action points
  • Assistance with implementation planning
  • Structure reporting
  • Succession and retirement planning