Free Tools for NZ SMEs
Practical resources to help you plan, grow, and stay on track.
At Pivotal People, we believe small and medium-sized businesses should have access to practical, easy-to-use tools that make a real difference. Whether you’re just starting out, growing your team, or getting your systems in order, the right resources can save time, reduce stress, and build confidence.
Below you’ll find a curated list of free tools, templates, calculators, and guides from trusted, non-competitive sources — many from NZ government or independent providers. Each resource reflects our approach: practical, people-first, and focused on helping your business thrive.
Financial & Planning Tools
Cash Flow Forecasting Template – Prospa
Plan ahead and stay on top of your business finances with this easy-to-use spreadsheet.
Profit & Loss Forecast -Westpac NZ
Understand your income and expenses with these downloadable Excel templates.
Business Calculators - Simple Business Tools
Invoice Generator, Profit Margin Calculator and Break-even Calculator. Free, fast, and accurate business calculators to help you work smarter.
Business Setup & Strategy
Business Plan Templates – Business.govt.nz
Create a full or quick-focus business plan to match your stage of growth.
Name, Domain & Trademark Search - ONECheck
Check if your business name is available across company, web, and trademark databases — all in one place.
Choose Your Business Structure – Business.govt.nz
Decide whether to operate as a sole trader, partnership, or company with this simple online tool.
For more information to help your business succeed visit Business.govt.nz
Digital & Marketing Tools
Free Training Videos - Digital Boost
Learn how to build a website, use social media effectively, and grow your online presence.
Free Graphic Design Tool - Canva
Create professional designs for your brand, marketing materials, and social media posts.
Google Review Link Generator – Thryv NZ
Encourage happy customers to leave Google reviews with a simple custom link.
Learning & Support
Regional Business Partner Network
Connect with local advisors for mentoring, funding, and capability-building opportunities.
Business Mentors NZ
Get matched with an experienced mentor who understands the challenges of running a small business.
Employment & Funding Support - Connected
Find programmes that support hiring, training, and financial development for NZ businesses.
Need Help Choosing or Using These Tools?
Not sure which tools are right for you? We’re here to help.
Get in touch for friendly, practical advice — and we’ll guide you through the options that best support your business goals.
Advice that helps
Practical HR, Immigration, Health & Safety, Payroll, Bookkeeping, and Business Advisory support for NZ SMEs. Based in Hamilton, Waikato, serving businesses nationwide.
Contact us
info@pivotalpeople.co.nz
0800 PIVOTAL (0800 748 6825)
526 Victoria Street, Hamilton
Office Hours: Mon - Fri, 8am - 5pm
