Empower Your Financial Future with DVA's Wealth Creation Plan

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What Does Wealth Mean to You?

We all have our own definition of wealth and success. For some, it’s financial freedom. For others, it’s security for their family, the ability to give back, or simply the confidence to make choices without stress. No two situations are the same—our circumstances, goals and values all shape what we aspire to achieve.

But what if there’s a path uniquely suited to you? What if you could reach your goals without sacrificing the things that matter most?

That’s where the Wealth Creation Plan comes in.

This service is designed to give you clarity on your current financial position—starting with a detailed view of your net worth and a deep understanding of the key areas that need attention. It highlights opportunities to strengthen your financial resilience, reduce risk and unlock new strategies tailored to your lifestyle, goals and values.

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

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

What we'll cover in this Program

Clarity on your net worth - we’ll help you get a clear picture of your current financial position and how to improve it.
Quick wins + long-term strategy - from immediate opportunities to long-term goals, we’ll map out a plan that works for you.
A personalised roadmap - your Wealth Creation Plan includes key milestones, timelines, and actions tailored to your goals.
Expert guidance - you’ll have a sounding board to help you navigate challenges and stay on track.
Accountability that drives results - we’ll keep you focused and moving forward because plans only work if you do.

Are you planning for the future or just getting through the day?

It’s easy to get caught up in the daily grind. But if you’re only focusing on the now, you might be missing the bigger picture.

At DVA, we use the Planning Hierarchy to help clients shift from being reactive to strategic. It’s about aligning your day-to-day actions with your long-term goals whether that’s growing your business, building wealth or creating more freedom.

Check out our Planning Hierarchy resource to see where you’re at — and where you could be heading.

“Great service by the team at DVA. They take a proactive approach to my business, provide sound taxation advice, and are always approachable for any queries I have."

Hayden Braddock
Director | 1971 Limited

"Justin and Alvin are absolute superstars! I always feel that I’m so well-looked after under their care and guidance. Communication is always so prompt and they go the extra mile to make sure I understand everything clearly. I could not recommend DVA enough!"

Tyrone Bell
Director | S&T Media

"The visit to the office to have our annual tax explained makes us feel well looked after. A conversation outlining the main points and easy to understand language, rather than sorting through facts and figures ourselves. The extra advice and guidance is highly valued by us. We feel we can trust DVA to look out for our future, but more importantly, offer solutions outside the box. Friendly, professional and skilled. We trust DVA with our livelihoods."

Miriam C.

“Engaging with DVA was the best move we could have made for our business. Having a third party help us clearly outline our future goals with a Business Plan and keeping us accountable with their Quarterly Coaching service, has meant we have achieved what we initially didn’t think was possible. We have doubled our profit in a year and more importantly we now have much more time to spend with our family.”

Rachel Hickmer
Director | Coastscapes Limited | www.coastscapes.co.nz

“Working with DVA is more than just working with my accountants, I can see the results as they happen and I fully trust their advice. We have doubled our profit in a year and more importantly, I feel like I understand the numbers and now have control over where my business is heading.”

Ross James Fisher
Director | IT Confidence Limited | www.itconfidence.co.nz

"The principals at DVA have provided advice, accounting and back-end business services to StarGarden Limited for over 30 years. They have a great team."

Kenneth Bailey - via google review
Director | StarGarden Limited

"DVA has done an excellent job of creating a user-friendly portal [contentsnare]"

Feedback from one of our clients with regards to getting information for the annual accounts

"DVA are the only accountants we trust for our businesses. Extremely knowledgeable, responsive, & get to know the business inside and out so they can provide the best service."

Stacie Garland
Director | S&T Media