Alan began his career with global accounting giant Price Waterhouse, rising to senior roles in corporate finance, both in New Zealand and offshore. Working closely at board level across a diverse range of publicly listed companies, gained him extensive financial and commercial experience.
Alan is a chartered accountant and was founding partner of a property centric accountancy firm which carved its niche in offering advice and services to the property sector. He helped many clients build high-performing portfolios, through strategic planning, asset structuring, feasibility of development projects and portfolio performance review. He developed property investment planning software, to help produce personalised plans for clients. As a Chartered Accountant and Authorised Financial Advisor, he is uniquely qualified to advise clients on mortgage and financial aspects of property transactions.
Alan is a co-founder of Erskine + Owen and leads the business development and finance teams. He also leads the team on commercial syndication. He is licensed under the Real Estate Agents Act 2008.
Lisa is a co-founder of Erskine + Owen. From a family that pioneered urban development on Auckland’s North Shore, property is ‘in her blood.’ The experience she gained developing her own portfolio has given her considerable insight into property investment strategy.
Lisa’s career began in accounting, progressed to business development and management consulting roles with iconic global brands. This includes experience gained in off-shore consulting, on projects in preparation for the initial public offering (IPO) for North America’s 2 largest resort real-estate development companies. A track-record in helping businesses grow their profitability, planning and achieving goals is a priority.
Previously Lisa had a professional alpine skiing career, having competed, coached and achieved internationally. She coached many of Hollywood’s A list celebrities and received an invitation to become a ski double in a Bond movie. Lisa brings her strive for excellence to Erskine + Owen.
Lisa leads the property buying and property management teams. She is licensed under the Real Estate Agents Act 2008.
Peter joined E+O in 2020. He has a wide range of finance and management experience across a range of industries. He learned his craft in mid-size chartered accounting practices in Auckland before working at larger firms in London and Melbourne.
On his return to NZ, Peter took up senior finance and management roles in the commercial sector. He started with a role in a large technology and service business before spending ten years as General Manager of a large, franchised, retail network. More recently his work has focused on supporting owners of SMEs and startups with projects that develop business capability, efficiency, and productivity.
Peter has a good understanding of the financial services sector having established a financial planning and risk management division within a mid-tier Auckland accounting practice. This division grew FUM to $10 Million+ and provided clients with life insurance products and financial planning expertise. Peter has financial planning qualifications and will support E+O’s delivery of investment planning services.
Wendy joined Erskine and Owen in 2009 and is responsible for Direct Property Investment Acquisition and Mortgage Advising.
Having worked in the insurance industry early in her career, Wendy has gained extensive knowledge in property, including being involved in property viewing, due diligence, property management and project management. Wendy also has invaluable personal experience as a property investor herself.
Wendy has a Degree in English, a Diploma in Management, a Diploma in Interior Design and has a NZ Level 5 Certificate as a Mortgage Adviser.
Karen joined Erskine & Owen in 2014 as a property buyer within the Direct Property Investing team.
Her career started in financial accounting, working in chartered practices and the telecommunications industry before embarking offshore.
Initially, Karen was involved in adventure tourism, responsible for clients safely traversing Asia, Africa, and South America on extended overland journeys. Following this, Karen applied her financial and logistical experience to operational management within the tourism industry, then into international aid and development in several post-conflict territories.
Experience encompassing all stages of project management culminated in responsibility for the budgeting, management and time bound delivery of multi-million dollar development portfolios for the United Nations in New York.
Karen has a long-term interest in property, gaining experience through both personal home sales and acquisitions and the development of her own portfolio.
She is licensed under the Real Estate Agents Act 2008, is a Chartered Accountant and holds a Masters’ degree in Sustainable Development from Central Queensland, University in Australia.
James has always had a passion for property and investment having grown up in a family with property in our DNA.
He started his career at Crown Capital Management Group where he focused on the management of commercial properties over industrial, office and retail. Then moved to the BNZ property investment division where he focused on servicing his client’s needs with finance to help them to achieve their investment goals.
His focus at Erskine and Owen is building value within the existing portfolio and identifying new opportunities, as well as building and maintaining relationships with investors.