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Clarity of direction, guidance along the way, all leading to your success

Traditional accounting is about looking in the rear-vision mirror and reviewing past performance. The Success Group approach is all about looking forward and anticipating the road ahead - it’s about constantly tuning and attending to the machine that will help you reach your business and life goals.

How We Help
Free Business WOF
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Clients we have helped reach success

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WHO WE ARE

Roger Hatrick-Smith

Roger Hatrick-Smith

20 years industry experience in New Zealand and internationally in financial management and information systems.

15 years management consulting in business improvement, financial management and information systems with KPMG, PWC, Ernst & Young and Cap Gemini.

6 years as a member of the executive committee of Ernst & Young with dual management responsibility for the Entrepreneurial and Growth Markets group and the Transaction Advisory Services line.

Has a diverse range of industry experience including manufacturing and distribution, mining, healthcare, IT, transport and infrastructure, retail, professional services, entertainment, leisure, and FMCG.

Founded VCFO Limited in 2007 – the only true provider of strategic level virtually provided CFO services in New Zealand

Invests in start-up companies and is experienced in establishing ventures himself

Likes to keep his weekends free for family and getting out of Auckland!

Jeremy Wilson

Jeremy Wilson

With a diverse background in the accounting profession spanning more than twenty years, Jeremy has enjoyed being part of large "big-5" firms, medium-tier firms and smaller, more hands-on firms. And he's been responsible for a diverse range of companies from multi-national financial institutions to "one man bands".

Jeremy also knows what it's like to be a business owner, because he is one. He is highly skilled in all areas of business but occasionally still prepares the odd set of accounts!

Outside of business, Jeremy is a devoted dad to three small children and two teenagers, as well as finding time for his number one passion, motorcycling.

Adam Neoh

Adam Neoh

Adam is our client services management and looks after the compliance accounting and tax team at Success Group.  Adam’s team undertakes regular accounting tasks for our clients as well as year end accounting and tax compliance work.

Frank Zhang

Frank Zhang

Frank has over 20 years’ management experience overseas and in New Zealand, working in a variety of industries ranging from semiconductor to telecommunications. Frank is a senior member of the team and works with a number of our clients in a financial controller capacity, overseeing their accounting functions and providing advice and guidance. His biggest strength is the empathy he has for his clients and his peers. Frank has helped countless Kiwi business owners grow in industries not limited to high tech start-ups, bioscience, manufacturing, construction and retail. After hours, Frank enjoys a competitive game of badminton and travelling with his family.

Kim Johnstone

Kim Johnstone

Kim is our practice manager and key point of contact for many of our clients.  Kim is responsible for all client communications, making sure we deliver on our promise to our clients and the efficient running of the office.

James Hickmott

James Hickmott

James is a senior member of our management accounting team and works with a number of clients providing advice & guidance to grow their businesses. These services include management reporting, budget analysis, cash flows & forecasting.

Being an avid technophile James is our resident Xero guru and popular with clients for support & training. He believes technology isn't just software & hardware but the techniques & processes we use to become more efficient. He employs this methodology in identifying problems & providing bespoke solutions.

James is currently a provisional Chartered Accountant and outside of business his passions include badminton & motorcycling.

Rose Fann

Rose Fann

Rose is our marketing manager and thrives on variety and challenge. Her previous roles include sales and customer service in retail banking, marketing coordinator and live in au pair in Lille, France. Rose’s primary focus is to increase brand awareness to help drive business growth. She looks after the website, organises events and delivers campaigns to build a community of businesses who love working with the Success Group team. Outside of the office, Rose can be found on her yoga mat or at the beach with her two dogs.
May Lee

May Lee

May Lee joined us as a graduate from AUT Business School. She brings a wealth of overseas experience to the team. Her previous roles include auditor and advisor, as well as finance manager in IT and manufacturing companies. Out of the office, May enjoys hiking, swimming and badminton.
Lu Zhang

Lu Zhang

Lu holds a post-graduate degree in accounting and made her move from the mighty Waikato in search of a more challenging and varied role. She is a valued member of our Compliance team, enjoys working with our wide range of clients and is focused on continued learning. When she’s not in front of her desk, you can find her behind a microphone singing along to her favourite tunes.
Samuel Hong

Samuel Hong

With over 7 years’ experience working with Kiwi firms, chartered accountant Sam relishes helping our clients grow by delivering insights and advice, seeing them implemented and tracking their success. Sam leads a busy life as a father of three children who enjoys road trips around New Zealand.
Sheetal Prasad

Sheetal Prasad

With a strong administrative background, Sheetal handles client queries confidently and assists the Management Accounting team with preparation of financial reports. Sheetal’s ability to work well under pressure, eye for detail and love of taking on new challenges makes her an invaluable team member. An avid netballer, Sheetal can be found on the courts with her daughter come rain or shine.

"The team at Success Group is top class and have always gone the extra mile to help me and the company. Awesome response time with my questions"

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LET’S CHAT

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OUR PARTNERS

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