Financial Excellence in New Zealand

Strategic financial consulting and sustainable budgeting solutions for businesses across New Zealand. We help you build reliable financial models, optimize budgets and implement tools for expense control.

Our Services Get in Touch

350+

Clients Served

15

Years Experience

98%

Client Retention

$220M

Managed Assets

About Topsyturvied

Your Partner in Financial Success

Founded in 2008, Topsyturvied has grown to become New Zealand's premier financial consulting firm specializing in sustainable budgeting and financial planning.

We understand the unique financial landscape of New Zealand businesses and have tailored our services to meet the specific needs of our diverse client base. Our team combines local expertise with international best practices to deliver financial solutions that drive sustainable growth and profitability.

At Topsyturvied, we believe that financial management should be proactive, not reactive. Our comprehensive approach addresses immediate financial concerns while establishing robust systems for long-term success and stability.

Our Wellington headquarters serves as the central hub for our operations across New Zealand, allowing us to maintain close relationships with our clients while providing the expertise and resources of a larger organization.

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Our Services

Comprehensive financial solutions tailored to your business needs

Budget Control Matrix

Our proprietary Budget Control Matrix provides a comprehensive framework for managing and optimizing your business expenses. This tool allows for real-time tracking of expenditures against projections, enabling quick adjustments to maintain financial targets. The matrix incorporates customizable categories to reflect your specific business model and priorities, making financial control intuitive and effective. Beyond basic tracking, our system identifies spending patterns and inefficiencies, creating opportunities for strategic cost reduction while maintaining operational quality.

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Quarterly Forecasting

Stay ahead of market changes with our sophisticated Quarterly Forecasting service. We combine historical financial data with market trend analysis to create accurate financial projections for your business. This forward-looking approach enables proactive decision-making and strategic planning based on anticipated market conditions. Our forecasting incorporates multiple economic scenarios, allowing you to prepare contingency plans for varying market outcomes. Each quarter, we provide detailed reports with actionable insights, helping you navigate financial challenges and capitalize on emerging opportunities.

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Financial Plan Development

Our comprehensive Financial Plan Development service creates customized roadmaps for your business's financial future. We start with a thorough assessment of your current financial position, identifying strengths, weaknesses, and untapped opportunities. Working collaboratively with your team, we establish realistic short and long-term financial goals aligned with your business strategy. The resulting financial plan integrates cash flow management, debt structuring, investment strategies, and tax optimization. Each plan includes implementation guidance, milestone tracking, and scheduled reviews to ensure your business stays on course toward its financial objectives.

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Our Expert Team

Meet the financial professionals dedicated to your success

Sarah Mitchell

Financial Director

With over 20 years of experience in financial management across multiple industries, Sarah leads our strategic financial initiatives. She specializes in long-term financial planning and corporate restructuring.

James Wong

Budget Control Specialist

James has pioneered our Budget Control Matrix methodology and oversees its implementation for clients. His background in systems engineering brings a unique perspective to financial optimization.

Emily Thompson

Forecasting Analyst

Emily leads our Quarterly Forecasting service, combining economic analysis with industry-specific insights. Her background in economic research enables accurate and actionable financial projections.

David Patel

Sustainability Advisor

David specializes in integrating sustainability principles into financial planning. He helps businesses align their financial goals with environmental and social responsibility objectives.

Our Accolades

Recognition of our commitment to financial excellence

Best Financial Consulting Firm 2022

New Zealand Business Awards

Recognized for our innovative approach to financial consulting and exceptional client outcomes. This prestigious award acknowledges our contribution to advancing financial management practices in New Zealand's business landscape.

Sustainability in Finance Award

Pacific Sustainability Council

Awarded for our pioneering work in integrating sustainability principles into financial planning and budgeting. This recognition highlights our commitment to environmentally responsible financial practices.

Innovation in Financial Technology

Wellington Tech Innovation Forum

Recognized for our development of proprietary financial planning and budgeting tools that leverage cutting-edge technology to deliver superior financial insights and control for our clients.

Financial Sustainability

Building financial models that support both business growth and environmental responsibility

Our Approach to Sustainable Finance

At Topsyturvied, we believe that financial success and environmental responsibility can go hand in hand. Our sustainable financial planning approach integrates environmental, social, and governance (ESG) considerations into traditional financial models.

We help businesses identify opportunities for cost savings through resource efficiency and waste reduction, creating financial benefits while reducing environmental impact. Our sustainable budgeting frameworks account for both short-term financial needs and long-term sustainability goals.

Through our partnerships with sustainable investment funds and financial institutions, we connect clients with financing options that align with their sustainability objectives while delivering solid returns. Our quarterly sustainability metrics provide transparent tracking of both financial performance and progress toward sustainability goals.

ESG Integration

Resource Efficiency

Sustainable Growth

Financial Resources

Valuable tools and information to support your financial journey

Reserve Bank of New Zealand

Access the latest economic indicators, monetary policy information, and financial system reports from New Zealand's central bank.

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Inland Revenue Department

Stay informed about New Zealand's tax regulations, filing requirements, and available business incentives.

Visit Resource

New Zealand Business Financial Tools

Free calculators, templates, and guides for business financial planning specific to the New Zealand market.

Visit Resource

Upcoming Events

Join us for workshops, webinars, and networking opportunities

15 MAY

Quarterly Financial Planning Workshop

9:00 AM - 12:00 PM Wellington Office

Join our financial experts for a hands-on workshop focused on quarterly financial planning strategies for small and medium businesses. Learn practical techniques for forecasting, budgeting, and financial analysis.

22 MAY

Sustainable Finance Webinar

2:00 PM - 3:30 PM Online Event

Discover how environmental, social, and governance (ESG) factors can be integrated into your financial planning and investment strategy. This webinar explores the growing importance of sustainable finance in today's business environment.

08 JUN

Financial Technology Showcase

10:00 AM - 4:00 PM Wellington Tech Hub

Experience the latest innovations in financial technology designed to streamline budgeting, forecasting, and financial analysis. This showcase features demonstrations of cutting-edge tools and opportunities to connect with fintech providers.

Our Innovative Approach

Pioneering financial methodologies for the modern business landscape

Redefining Financial Management

At Topsyturvied, innovation is at the core of our approach to financial consulting. We continually develop and refine proprietary methodologies that address the evolving challenges faced by businesses in New Zealand and beyond.

Our Budget Control Matrix represents a breakthrough in expense management, moving beyond traditional budget tracking to create a dynamic system that adapts to changing business conditions and priorities. This innovative tool has transformed how our clients approach budgeting, shifting from a restrictive mindset to a strategic framework for resource allocation.

Our Quarterly Forecasting methodology incorporates advanced predictive analytics and machine learning algorithms to identify patterns and trends that traditional forecasting might miss. This data-driven approach allows for more accurate financial projections and better-informed decision-making.

Through our Innovation Lab, we collaborate with fintech startups and research institutions to explore emerging technologies and their applications in financial management. This forward-looking approach ensures our clients benefit from cutting-edge solutions that drive competitive advantage.

AI-Powered Analysis

Custom Algorithms

Predictive Modeling