Client Portal Requests

I truly love welcoming new clients, but Freshwater is currently running close to capacity. If you’re new here, please only complete this form if you’re comfortable being added to my waitlist in case I’m unable to take on your work right away. I focus on helping investors and business owners, including those with property, share or crypto investments, or businesses set up as sole traders, partnerships, companies or trusts. At this stage I’m no longer able to take on clients whose returns are limited to employment income only, or those who are employed with a small, non-GST-registered side hustle. If you’re the right fit and there’s space, I’ll be in touch personally. If not, I’ll gladly keep your details on file for when a spot opens up, and I promise it’ll be worth the wait. If you'd like to proceed, below you can let us know about your situation, if there is anything out of the ordinary that you need us to bear in mind when preparing your return. (If straightforward, you can leave this blank).