Law & accountancy

From day-to-day banking, to flexible finance, we assist law firms and accountancy firms with tailored solutions. Our Professional Services Specialists and our Business team, are on hand with industry specific financial guidance and support.

Specialist Finance Services

Finance for your business

Work with one of our business managers to create financial solutions for your law firm or accountancy firm.

Our flexible and competitive finance solutions include:

  • an overdraft facility to assist with fluctuations in working capital
  • loan and interest rate options for longer-term finance needs
  • up to 100% finance of the GST exclusive purchase price of new IT or other equipment – this is using the purchased assets as security in most cases
  • loans for your business partners to make new capital contributions

Smart investment options

Our team can also provide investment options for you and your clients including:

  • on-call savings accounts to earn interest on your firm’s deposits
  • Multi-Deposit Scheme (MDS), a money management service to help you look after money on behalf of your clients (available through DeskBank)
  • term deposits for surplus funds

Benefits for partners

Talk to us about preferential rates and savings for partners of your firm. In addition, specialist investment advisers can provide advice across all asset classes and assist with retirement or succession planning.

Everyday Banking

Banking and settlement needs

We can look after your day-to-day banking and settlement needs with:

  • special pricing for professional firms on transaction accounts
  • easy to set up and manage trust accounts
  • same-day transfer of settlement funds to accounts at most NZ banks (specifically designed for solicitors and available through DeskBank)
  • streamlined staff expense management with Westpac MasterCard BusinessCard
  • competitive rates for credit card processing and for leasing an EFTPOS terminal
  • enhanced banking and payment processes

Electronic Banking

You can access and manage your accounts through DeskBank or Business Online.

  • DeskBank is a Windows-based Software Package installed on your PC or network. It offers the Multi-Deposit Scheme (MDS) which helps solicitors manage funds on behalf of their clients. It also has the capability for same-day transfer of settlement funds to most NZ bank accounts via the SDCP system. SDCP is an electronic, real-time irrevocable payment in New Zealand dollars.
    Read more about what you can do with DeskBank
  • Business Online is an online service designed to streamline your banking and provide greater control. It makes it easier to process bulk payments when two or three people need to authorize transactions.
    Read more about what you can do with Business Online


Risk Management

Helping you manage risks

We can also provide risk management advice and help with:

  • commercial insurance options – from key person protection to building and contents cover
  • interest rate risk management – strategies using market derivative products
  • advice and products to help reduce the risk around handling money internationally and converting currencies
Find a specialist


Shawn Anand
Phone: 09 336 5588
Mobile: 027 6689 022

Mark Purdie
Phone: 09 367 3770
Mobile: 027 4931 443

Amber McKnight
Phone: 09 367 3756
Mobile: 027 295 0985

Melanie Henshaw
Phone: 09 367 3686
Mobile: 021 714 516



Amardeep Singh
Mobile: 027 530 7136


Emma Hayward
Phone: 07 577 3637
Mobile: 027 687 9323


Frank Zhou
Phone: 07 349 5451
Mobile: 027 487 0196


Richard Wilson
Phone: 06 834 3738
Mobile: 027 4483 024


Palmerston North

Glenn Coles
Phone: 06 351 4817
Mobile: 027 295 1030



Ken Dougall
Phone: 04 498 1819
Mobile: 027 704 8783



Shane Murray
Phone: 03 545 9446
Mobile: 027 447 2148


Ro Graveston
Phone: 03 421 6556
Mobile: 021 716 937



Brien Morris
Phone: 03 474 9885
Mobile: 027 480 9899



Dave Anderson
Phone: 03 213 5925
Mobile: 027 268 7949