Instructions for our annual questionnaires are available here.  Please ensure the appropriate questionnaires are printed and completed and you have read our  Terms of Engagement , prior to sending us your financial information.

What do you need to think about for year end?

Year End Tips

This page highlights what you need to think about prior to completing your annual questionnaire(s).

Questionnaires

End of Year Procedures  - Computerised Systems

Please complete the following end

Thank you for subscribing to the "Better Advice" newsletter. Before you can receive our newsletters you need to confirm your email address. Please click the link in the email we just sent you.

You can view our past newsletters in our archive.

Please contact WHK Otago at the address below:

44 York Place
PO Box 188
Dunedin 9054, New Zealand

T (03) 477 5790
F (03) 474 1564
E dunedin@whk.co.nz