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Relationship Property – Case History and Valuation Assignments

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The following provides a summary of some of the matters that we have been engaged on that have been heard (the vast majority are resolved before hearing):
  • R v R (2015)
    Providing evidence on behalf of the respondent (husband) regarding the value of relationship property (which included a small airline business).
    Court:  Fleming SJ J
    Applicant's Counsel: R von Keisenberg
    Respondent's Counsel:  R C Knight
    FC Auckland FAM-2011-004-000391

  • Graham-Mead v Mead (2014)
    Providing evidence on behalf of the respondent regarding the acquisition and cost of Fonterra shares and the effect of factors affecting the Fonterra share price.
    Court: Smith DG J
    Applicant's Counsel: Lady Deborah Chambers QC, S Gifford
    Respondent's Counsel: AE Hinton QC, P Shearer
    HC New Plymouth FAM-2011-021-024

  • Karaitiana v Bushell (2012) 
    Providing evidence on behalf of the applicant regarding the valuation of various relationship property assets and financial arrangements between the parties. 
    Court:  Mather J
    Applicant's Counsel:  D Sim
    Respondent's Counsel:  P Molloy
    FC Auckland FAM-2001-090-001013

  • KA v PF (2009) 
    Providing evidence on behalf of the applicant (wife) relating to her claim to increases in the value of separate property and the value of property (a business) held by her. 
    Court: Rogers J
    Applicant's counsel: S Jefferson 
    Respondent's counsel: PF
    FC Manukau FAM 2006-092-002394
  • X v X (2006 - 2009)
    Providing evidence on behalf of the applicant (wife) relating to her economic disparity claim pursuant to s.15 of the Property (Relationships) Act 
    Court: O'Regan, Robertson and Ellen France JJ (Court of Appeal), Rodney Hansen J (HC), Clarkson J (FAM),
    Applicant's counsel: MJ Southwick QC 
    Respondent's counsel: AE Hinton QC and VA Crawshaw
    CA68/2009
    HC Auckland CIV 2006-404-903
    FAM-2003-004-002337 


  • S v S (2006) 
    Providing evidence on behalf of the applicant (wife) relating to her economic disparity claim pursuant to s.15 of the Property (Relationships) Act 
    Court: Murfitt J
    Applicant's counsel: G Harrison
    Respondent's counsel: PJ Egden
    FC Christchurch FAM 2004-009-000941


  • Boys v Calderwood (2005) 
    Providing evidence on behalf of the applicant (wife) in a matter concerning promissory estoppel and constructive trusts.
    Judge: Ronald Young J  
    Plaintiff's counsel: AE Hinton QC and A Barker
    Defendants' counsel: P Fuscic, R Asher QC, K Muir
    HC Auckland 2004-404-290


As part of our relationship property work, we are asked to value a wide variety of businesses ranging from small professional practices (e.g. accountancy, law, medical, orthodontics etc) and businesses (e.g. retail outlets, insurance brokerages, travel agencies etc) through to large professional practices and international businesses.

The following provides a brief summary of some of the larger valuation assignments we have been asked to carry out to assist parties in achieving relationship property settlements (annual sales in the range of $10m – 40m). 

  • An Australasian dietary supplement company.
  • A nationwide sporting goods retailer, including brands associated with it.
  • An importer and distributor of auto parts.
  • A plastics manufacturing company.
  • An importer and distributor of telecommunications components.
  • An importer and distributor of hi-tech medical equipment.
  • A motor vehicle importer and distributor.
  • A manufacturer and distributor of building products.
  • An importer and distributor of raw ingredients for the food manufacturing industry.
  • An importer and distributor of toys to large NZ retailers.
  • A nationwide pharmacy chain.
  • A confectionery manufacturer, including brands associated with its products. 
  • Partnership interests of a variety of large chartered accountancy, legal and other professional practices.

We also carry out valuation work for non-relationship purposes.  A sample of this work can be found here

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