Hi there. Welcome to this month's 'The Adviser'. Compiling information and insights to help you 'Create a successful business journey'.
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"The time to repair the roof is when the sun is shining." - John F. Kennedy

Hi there

Welcome to the latest edition of our newsletter!

As the quote above reminds us, “The time to repair the roof is when the sun is shining.” In other words, the best time to prepare is before things become urgent — whether that’s keeping on top of tax dates, planning your finances or making the most of opportunities to grow your business.

In this issue, got practical updates to help you stay ahead:

  • A reminder about the Tax Agency Reminder Service and upcoming due dates
  • Discover Your Business’s Untapped Potential with the Value Gap Analysis
  • How our Wealth Creation Plan can help you create the life that you want

We'll also be sharing recap and some photos from our Mid-Winter Function.
As always, if you have any questions or need support, feel free to get in touch or email us at support@dva.co.nz.

Tax Letter Update

Provisional Tax Reminder – First Instalment Due

To our clients, we’ll be sending the Provisional Income Tax Letters for the year-ending 31 March 2026. This is for the first instalment due on 28 August 2025.

What to Expect

If you have tax to pay, you’ll receive an email from support@dva.co.nz with your tax details, including the amount due and payment instructions. 

What You Need to Do

Keep an eye on your inbox for an email from support@dva.co.nz, review your tax letter and payment instructions and follow the steps provided to ensure your payment is made by 28 August 2025. 

A quick note

We only send tax letters to clients who have amounts due. If you don’t receive an email but believe you have tax to pay, please get in touch via the form below.

To help ensure our email lands in your inbox (and not spam), please add 

support@dva.co.nz to your contacts or safe sender list.

    I have a tax query.
    Discover your business’s untapped potential

    Discover Your Business’s Untapped Potential

    Did you know your existing customers are your best growth opportunity?

    Using our Value Gap Analysis Report, we can show how small changes like improving retention, upselling or boosting transaction value could unlock additional profit without chasing new leads.

    We encourage our clients to ask about Value Gap Analysis during your upcoming Annual Accounts Review Meeting. You can request to have the report added to your session—offering insight into where your business stands today and where it could go next.

    Read the full blog and learn more here.
    wealth, success and growth

    Create the Life You Want with Wealth Creation Plan

    Are you ready to take control of your financial future?

    Our Wealth Creation Plan is a half-day planning session designed to give you clarity on your current financial position—starting with a detailed view of your net worth and the key areas that need attention.

    We’ll help you identify opportunities to strengthen your financial resilience, reduce risk and uncover strategies tailored to your lifestyle, goals, and values.

    With a personalised roadmap and expert guidance, you’ll walk away with the confidence, direction and support to build lasting wealth—on your own terms.

    A service worth the investment. A plan built around you.

    Start Your Wealth Creation Plan Today
    mid winter function july 2025

    Mid-Winter Function at Alexandra Park

    Our team recently enjoyed a night out at Alexandra Park for our Mid‑Winter function — full of festive decorations, horse racing, buffet food and plenty of laughs.

    It was the perfect chance to unwind, connect outside the office and celebrate DVA’s values of teamwork and fun.

      Check out the full recap and photos here.

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      DVA, Unit 7A, 331 Rosedale Road, Albany, Auckland 0632, New Zealand, 09 415 9900

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