Gilligan Rowe & Associates

What Gilligan Rowe & Associates does

Gilligan Rowe & Associates (GRA) is a New Zealand-based chartered accounting firm headquartered in Auckland (Level 6, 135 Broadway Newmarket) that specializes in property investment accounting, tax structuring, asset protection, and wealth planning. The firm serves hundreds of clients across four primary segments — property investors (its lead segment), business owners, trust beneficiaries and trustees, and international/expatriate clients — with services spanning tax compliance, business accounting, trust and estate planning, Look Through Company structuring, foreign trusts, and Australian-NZ cross-border tax advice.

GRA's product portfolio centers on the Wealth Suite, an integrated online platform that combines five modules: Wealth Tracker (cash flow and equity/debt analysis), Wealth Forecaster (retirement planning with scenario modeling), Property Analyst (calculators for trade, buy-to-hold, subdivision, HMO, and land banking), Research Tools (bundled access to Property Guru and RPMZ), and Resources and Learning. The firm also monetizes authored books (Property 101 and Tax Structures 101 by Managing Director Matthew Gilligan), educational courseware (Property School 7-module program and Property Development School with 20+ hours of video), and free and paid seminars. Revenue is generated through hourly professional fees ($250-$550 + GST depending on consultant seniority), course enrollment, book sales ($40-$45 incl GST), and site membership. The GTM is a hybrid sales-led and event-driven model, with free seminars and educational content acting as lead generation into paid advisory engagements. Distribution is direct through Auckland-based consultations, online advisory, and a broad content marketing engine spanning team-member blogs, email newsletters, YouTube video, and webinars.

Name

Gilligan Rowe & Associates

Legal name

Gilligan Rowe + Associates LP

Website

https://gra.co.nz

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Gilligan Rowe & Associates is a New Zealand chartered accounting firm in Auckland specializing in property investment accounting, tax structuring, and wealth planning for property investors, business owners, trust clients, and expats, monetized through hourly advisory, books, and the Wealth Suite education platform.

Ownership category

akta.pro rank

Product category

Chartered Accounting Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Compliance Technology, GRC Platforms & Controls Automation Advisory (BPAHAFAO)

akta.pro secondary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Property accounting services
• Tax consultancy
• Asset planning
• Trust administration
• Property investment education

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Professional Services: Hourly billing for accounting, tax advisory, and property planning services. Initial consultations free for new clients, with paid engagements starting at $250-$550 per hour for property planning and $550 per hour for specific tax advice.
2. Educational Courses and Seminars: Property School (7-module online course), Property Development School (20+ hours), and free investment seminars. Revenue from course enrollment and paid educational content.
3. Books and Publications: Sale of authored books: Property 101 ($45 incl GST) and Tax Structures 101 ($40 incl GST) by Matthew Gilligan.
4. Online Tools and Resources: Free and premium online tools including tax calculators, due diligence checklists, and business accounting tools. Some resources require site membership for unrestricted access.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Gilligan Rowe & Associates (GRA) is a New Zealand chartered accounting firm that provides property investment accounting, business accounting, taxation consultancy, asset planning, family trust administration, professional trustee and estate planning, and property investment education. The firm pairs traditional advisory services with the Wealth Suite online platform and authored books on property investment and tax structures, targeting individuals and businesses building wealth through residential property.

Product overview

Gilligan Rowe & Associates offers a portfolio of educational products and tools for property investors in New Zealand. The core offering is Wealth Suite, an online platform combining five integrated modules: Wealth Tracker for cash flow analysis, Wealth Forecaster for retirement planning with scenario modeling, Property Analyst for investment calculations (trade, buy-to-hold, subdivision, HMOs), Resources and Learning for educational content, and Research Tools for professional-grade property analysis. Complementary offerings include educational books authored by Matthew Gilligan (Property 101 and Tax Structures 101), in-person and online seminars (Property Investment Seminars, Property School 7-module course, Property Development School), tax calculators, and video resources. The portfolio is positioned for new to medium property investors seeking accounting, education, and planning tools.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth Suite: Online learning, analysis, planning and forecasting resource for property investors including Wealth Tracker, Wealth Forecaster, Property Analyst, and Resources and Learning components

Products and services

• Wealth Suite
• Property 101 Book
• Tax Structures 101 Book
• Property Investment Seminars
• Property School
• Property Development School
• Tax Calculators
• Property Investment Accounting
• Business Accounting
• Taxation Consultancy
• Asset Planning and Tax Structures
• Family Trusts
• Professional Trustee and Estate Planning
• Foreign Trusts
• Expat and International Tax Services
• Insolvency

Quantifiable outcome

• Assisted hundreds of clients build wealth through property investment

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered minor.

• InitiominorOthersInsurance provider recommended by GRA for house, contents, landlord, and car insurance. GRA clients can access no-obligation quotes through this partnership.
• Risk DirectminorOthersPersonal risk insurance provider (health, life, income protection) recommended for free risk assessments. GRA refers clients for personal risk insurance needs.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCgR4GzM6cFb8fWJKsD2K8Kw
• LinkedInlinkedin.com/company/gilligan-rowe-associates
• Xx.com/gilliganrowe
• Facebookfacebook.com/gilligan.rowe

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gilligan Rowe & Associates