Donna Upchurch

Bachelor of Commerce Accounting (B.C.A.)
Chartered Accountant (CA)

Donna has worked in the practice for over 25 years.

Donna has a Bachelors Degree in Commerce Accounting from Victoria University and is a CA.

Donna grew up in Wellington in a family that ran several self-employed businesses from plumbing to catering to truck driving.

She started her working career stacking shelves in a supermarket and serving in a bakery. Her first full-time job was with Inland Revenue and she then moved to the NZ Forest Service. A two year period in Christchurch was spent working in the office of an automotive factory that made brake parts. Since then she has worked in public practice in Upper Hutt.

Her background in a variety of industries and small to medium size businesses, has given her a wealth of experience. She has first-hand insight into how these businesses run and she understands the pitfalls and issues that business owners are confronted with.

Donna loves getting out of the office, working alongside clients and being involved in helping them succeed. She believes that a financial advisor’s role is to be a consultant to enable and empower business owners to grow their businesses into independent, sustainable entities. Her passion is to achieve this for her clients.

Donna enjoys working in a small community and being involved with people. She takes her work personally and takes care of people’s financial affairs as she would her own. She prides the practice on being accessible to clients. Her work involves a variety of specialist projects, including succession, business sale and purchase or restructuring.

Her philosophy: Do unto others as you would have them do unto you. Let Karma sort out the rest. So always be the best you can be.