Who Are We?


Mike Barnes

Mike Barnes

Founder

Coach

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Mike is a professional development consultant; he's been helping accounting firms gain more 'A' clients since 1999 and covers all aspects of what you might call, soft skills training. What makes Mike unique is his advanced understanding of personality types; this allows Mike to work with accountants to develop the tools that help their clients improve understanding & motivation.

Mike lives in Hamilton, is married to the love of his life (Natalie) and in his spare time provides sports psychology to NZ's fastest motocross riders. Mike explains It's an extremely demanding and dangerous sport and the professional riders I work with have everything on the line, every time they race. (they're also open to me practising Hypnotherapy on them!) Want to learn how to focus the mind and overcome fear? – with moto-x, you've come to the right place...


David Heald

David Heald

Co-Founder

Accountant

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David is an entrepreneurial accountant and director of CA firm Baker Tilly Staples Rodway (Waikato). David uses his taxation background to provide strategic advisory services to his corporate agriculture and multinational clients as well as the numerous boards for which he acts.

David is a fellow of Chartered Accountants Australia & New Zealand, is a frequent presenter on topics including property and business related tax issues, structuring, the use of Limited Partnerships, QC/LAQCs and look-through companies. David has also presented at the New Zealand Law Society's Rural Conference on Limited Partnerships.

David lives in Hamilton, is married to his soul mate (Melanie) and enjoys the rich tapestry that their three children provide on a daily basis. In his spare time you'll see David enjoying working on his lifestyle property or (when he gets a leave pass from Mel) racing his Subaru WRX around the local saloon car track.


David Heald

Alexander Von Jagwitz

Development Manager

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Alex  hails from Germany and has a unique combination of skill sets that make him ideal in support of an accounting firm wishing to dramatically increase their client advisory services.

In his own time, Alex co-operates an animal sanctuary, practices mindfulness and explores psychology out of personal interest.


Steve Clark

Development Manager

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Steve  combines his SaaS experience with many years of Sales and Marketing endeavours to provide practical insight for accountants new to winning advisory services.

In his own time, Steve enjoys building Audi track cars that are singularly responsible for peeling all the bitumen surface back to bare clay.

Contact Us


If you’re an accountant, qualified business coach or financial services professional and you’d like to learn how Advisor-e could host your unique content; get in touch with us today by clicking on the Free Trial button (top right).


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