Business planning & template.

A written business plan helps you to set business goals, identify areas for improvement and consider where to prioritise all of that energy, grit and determination. We provide our top tips on how to create a robust plan, and you can download a helpful business plan template.

Business templates & accounting resources.

See more business tools & templates

Cashflow forecast

Use this worksheet to identify the cashflows in and out of your business accounts.

Learn more

Profit and loss forecast

This worksheet can help you predict what may happen to your finances in future.

Learn more

Tax and GST

Need to learn the ropes when it comes to GST? This guide is a good starting point. 

Learn more

How to get mentoring, government support, funding, & training.

The following are some of the many sources of help available to both start-ups and established businesses looking to grow.

Free tools and mentoring

Government support

  • New Zealand Trade and Enterprise (NZTE) has offices in New Zealand and abroad. They help with exporting, and offer a variety of programmes and services to businesses at all stages to support them in growing and succeeding internationally
  • Te Puni Kokiri offers information and help for mentoring to new and existing Maori businesses. They have offices throughout New Zealand
  • The Inland Revenue Department (IRD) offers free tax workshops all over New Zealand. They also have a range of videos to help get you up to speed on issues like GST, employer obligations and business structures.

Funding

Training

Industry support

Talk to us today.

Get in touch with one of our business specialists to discuss how we can help your business.

Things you should know.

1 The content of the Managing Your Money workshop is general in nature and is not intended to constitute financial advice or an offer of any financial products and services by Westpac.

2 These tools are intended as a guide only and are not intended to constitute financial advice.

The material on this webpage is provided for information purposes only and is not a recommendation or opinion.

The material on this webpage is does not take your particular financial situation or goal into account. We recommend you seek independent legal, financial and/or tax advice.

Links to other sites are provided for convenience only and Westpac accepts no responsibility for the availability or content of such websites.