Bio
With over 19 years in accounting and 8+ years in wealth management, Michelle helps individuals, families, and businesses manage life across borders with clarity and confidence. A graduate of Massey University with a degree in Finance & Economics, she brings strong technical expertise and a calm, practical approach to every client relationship.
What Michelle Does
As a Chartered Accountant, Michelle has a strong background in compliance and BAS, with specialised experience in cross-border tax. She supports:
- New immigrants and returning Kiwis
- Clients with overseas assets and pensions
- International families and globally mobile professionals
- Complex international tax and reporting matters
As a Financial Adviser, Michelle designs personalised investment, retirement, and long-term financial plans. She enjoys building trusted, long-term relationships and helping clients make confident decisions for their future.
Global Services Michelle Provides
Michelle’s work goes beyond traditional accounting. Her services include:
- Global advisory and due diligence
- Business start-ups and international structuring
- Overseas pension transfers
- Wealth management and investment planning
- Cross-border mobility and global tax guidance
Originally from Lianyungang City—Napier’s sister city—Michelle is fluent in Mandarin and works closely with Chinese families, investors, and business owners connected to New Zealand or operating globally.
Michelle’s Goal
To help you manage tax, wealth, and global life with clarity, confidence, and ease.