Improve How Your Business Operates
You love the client or customer work and that’s why you got into your business, not what you call ‘admin’.
Do you feel that you’re getting the best value from the time & money you invest in your business?
Are you sure that you are charging enough?
Are you collecting payments soon enough?
Are you doing too much yourself?
Do you have business partners and sometimes feel that you are really only sharing an office space, letterhead and some admin staff, rather than everyone performing as one team?
Are you spending time on growing your business?
And the big one - are you spending enough time on the other things you love?
I’ll help you do more of what you do best.
Some examples are:
Identify your key numbers: Bring all your financial information together to make it useful and meaningful to you.
Simplify & systemise: Develop simple systems to make the regular, mundane tasks consistent and repeatable, setting you free of time consuming tasks.
Visions & Planning: Use the big picture to help you make decisions on direction and changes.
Sounding Board: Use my experience to bring an outside perspective.
Personnel: Help you move to having an engaged team that loves coming to work each day.
Investment Committee role for Financial Advice business. I have set and operated a managed fund since 2013.
Financial Planning Licensing: Help with compliance and Responsible Manager roles.
Coaching & Support: My open door policy enables me to support you fully, over the long term.
How I’m qualified to help:
I’m a Fellow Certified Financial Planner (CFP) and Certified Practising Accountant (CPA) serving clients in New South Wales and the Gold Coast in Southern Queensland.
More importantly, I have been creating, managing and advising businesses successfully for over 30 years. I built a financial planning business, with our own licence, and an Investment Management business, both from zero. I have also played a significant role in the integration of Accounting practices, including their cultures with the financial planning business.
I love the challenge of creating and building a successful business.
If you want to improve your business to deliver better financial results, more efficiently, giving you more time to focus on growing your business, let's connect to learn if we're a good fit.
How we work
We don’t charge for our initial consultation. It’s a chance for us to understand your vision for your business and how you want to live your life. It's also an opportunity for you to decide whether we are the right team to help you do it.
We use our consultation to understand you and your aspirations. Only then can we help you make decisions about how to start the process of improving your business and your life.
Getting to know you
We take pride in asking the right questions to get to the root of exactly what you need. The most common view is to make more money. However we need to go deeper. Why do you want to make more money? What will you do with it? Let's find that real reason why. Then we also need to identify what else is important to you.
Everyone is built and motivated differently and that’s why our approach is tailored for each client. Our ability to ask questions, then really listen, helps delve deep into your motivations to work out exactly what you need. Don't worry, it isn’t an inquisition! Its simply a deeper style of conversation about what you you really want out of your business and your life.
Clear, simple & transparent
We’ll then lay out exactly what we’ll do for you over the next 12 months and the total amount we'll charge, based purely on the amount of work involved and the value we will deliver to you. All in plain, no nonsense language and free of financial jargon.
To find out how we can help you, let's have a free, no obligation consultation. No products, no gimmicks. Just a good old chat.
What we won't do
We will not work for you if we do not believe we can add value in excess of the fees we charge.