Discovery Meeting

Do you believe that your business performance and financial results could be better, but your current accountant isn’t supporting you to achieve this? 

We offer our Complimentary – No Obligation one-hour Discovery Meeting to review your situation and discuss how we could support you in your business. 

During the meeting we will discuss your business goals and your plan to achieve them, how these tie in with your lifestyle (or desired lifestyle), your issues & challenges and how we can work together with you to improve your financial position. 

Following the meeting, if required, we’ll prepare a proposal for services, with costs priced upfront, whether this be strictly for Business Development work and / or compliance. 


It’s important to spend time working on your business, not just in it.  It’s important to take time out to discuss what’s happening in your business, so you have clarity of your future direction.  A Discovery Meeting gives you the opportunity to meet   with us on a no charge, no obligation basis to discuss the following: 

  • Your goals for your business and how you plan to achieve them 
  • How your business goals tie in with your personal and lifestyle goals 
  • Issues and challenges you are facing in your business e.g. growth, cashflow, succession, etc. 
  • How you can work with us to address these issues and plans 

It’s also a great opportunity for us to share how we can assist you in the future.  For example, would you like to know more about our strategies to help you grow your wealth, profitability and cashflow?  Would you like help improving your efficiency and effectiveness? 

 Wellington accountants


If you’re keen to improve your business performance and financial results and feel like you are not currently being supported to achieve this, then contact us.  We firmly believe that we can help you and more importantly, we want to! 


You’ll have a complimentary consultation with a senior team member to review your unique situation and discuss how we can support you in the most appropriate way.  To make the meeting as productive as possible and tailored to your requirements we’ll ask you to complete a short questionnaire and provide your last annual financial reports prior to the meeting. 

Following the meeting, if required, we will prepare a proposal for services with all costs priced upfront. 


We recommend that you arrange your Discovery Meeting with us as soon as possible in order to identify immediate strategies to improve your financial position. 

Why put off until tomorrow what you can achieve today! 


  • Review and establish your goals and strategies for achievement 
  • Identify your burning issues and opportunities 
  • Assess your current business structure 
  • Stimulate strategic discussion of the current and future direction of your entities 
  • Identify how we can assist you to achieve your goals through the growth and protection of your assets 
  • Access to our collective wisdom and advice for your unique situation 
  • Identify the key drivers of your business 
  • Identify greater tax efficiencies 
  • Gain a better understanding of your business 
  • Understand our service offerings and how they can benefit you 
  • Gain certainty about your fees, as you receive upfront pricing on any work proposed by us 


Take our quick financial quiz and we’ll tell you how you scored plus you’ll receive a FREE 15 minute phone or zoom consultation with some great insights to take away.

Quiz – Receive A Free Consultation
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1. Do you create an annual budget?
2. Have you set financial goals?
3. Do you have an action plan with a strategy to reach your financial goals and KPI’s?
4. Do you have a plan to pay off your debt?
5. Do you track your business expenses?
6. Are your savings automated?
7. Have you developed cashflow forecasts?
8. Are you measuring your cash flow?
9. Have you taken any professional advice on managing finances?
10. Would you like a free 15 minute consult with an ilumin Director?
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