Financial Services & Investment

New Zealand's financial services and investment sector continues to evolve in response to regulatory change, technological innovation, global markets and changing investor expectations. From wealth managers and finance companies to family offices, investment firms and fintech businesses, organisations across the sector require trusted advisers who combine technical expertise with commercial insight.

At RSM New Zealand, we work alongside financial institutions, investors, business owners and professional advisers to deliver practical accounting, tax and advisory solutions that support informed decision-making and long-term value creation. Whether you're raising capital, managing investments, expanding internationally or navigating regulatory change, our multidisciplinary team provides the expertise and strategic guidance to help you achieve your objectives.

With specialists across Corporate Finance, Tax, Audit & Assurance, Business Advisory and International Tax, we support clients throughout every stage of the investment lifecycle. 

Understanding the Industry

Financial markets are becoming increasingly sophisticated, with organisations balancing regulatory compliance, technological transformation and growing stakeholder expectations while remaining commercially competitive. Businesses are expected to demonstrate robust governance, transparent reporting and effective risk management, all while identifying new opportunities for growth and investment.

As New Zealand businesses continue to attract domestic and international investment, organisations require advisers who understand both the technical complexities of the financial services sector and the commercial realities of operating in a competitive marketplace.

Our team works alongside clients to simplify complexity, strengthen decision-making and position organisations for sustainable long-term success. 

Industry Experience

Our specialists advise organisations across New Zealand's financial services and investment sector, including:

• Wealth management firms  
• Financial advisers  
• Finance companies  
• Investment managers  
• Managed investment funds  
• Family offices  
• Private investment companies  
• Property investment groups  
• FinTech businesses  
• Institutional investors  
• Trustee companies  
• High-net-worth individuals  

Whether supporting established financial institutions or growing investment businesses, we provide commercially focused advice tailored to each organisation's objectives. 

How We Support Your Business

Grow 

Supporting organisations as they expand, attract investment and strengthen financial performance.

• Strategic business advisory  
• Financial reporting  
• Budgeting and forecasting  
• Capital raising support  
• Growth planning  
• CFO advisory  

Protect 

Helping organisations build confidence through strong governance, regulatory compliance and effective financial management.

• Audit & Assurance  
• Tax advisory  
• International tax  
• Transfer pricing  
• Governance advisory  
• Financial reporting    

Transform 

Supporting organisations through investment, acquisitions and strategic change.

• Corporate Finance  
• Financial due diligence  
• Business valuations  
• Financial modelling  
• Mergers and acquisitions  
• Business restructuring  

How We're Helping New Zealand Businesses 

Our specialists have supported financial institutions, investors and businesses through a broad range of strategic engagements, including:

• Advising ultra-high-net-worth individuals on multi-jurisdictional investment structures, tax planning and financial reporting.  
• Delivering business valuations, financial modelling and financial due diligence to support acquisitions, capital raising and strategic investments.  
• Preparing IFRS-compliant financial statements for multinational investment groups and large privately owned organisations.  
• Supporting international investment through transfer pricing, cross-border tax advice and global financial reporting.  
• Assisting organisations with governance, succession planning and long-term capital deployment strategies.  

Why RSM?

Successful investment decisions require more than technical expertise—they require advisers who understand markets, businesses and people.

At RSM, our clients work directly with experienced specialists who bring together expertise across Corporate Finance, Business Advisory, Tax, Audit & Assurance and International Tax. We take the time to understand your commercial objectives and provide integrated advice that supports confident decision-making throughout every stage of the investment lifecycle.

As part of the global RSM network, we also provide seamless access to specialists across more than 120 countries, supporting clients with cross-border investments, international operations and global growth opportunities.