Business Planning


These are the wise words from an industry legend Malcolm Payne who made it to the big league of selling advice because he practiced what he preached. He had a deliberate plan for his success and he stuck to it.

As a financial adviser, you are in the business of selling advice. You know that planning is the linchpin of your clients’ long-term financial security. But do you walk the talk? Do you have a plan for your success?

Can you really afford not to practise what you preach?

We are in the business of advising advisers. We know that the best way to predict your future is to plan it. It is so logical, yet so many business owners don’t do it. If you have been so fixated on shoring up the dreams of others that you have neglected to advance yours, you are not alone.

Now is the time to reach out and get some expert advice of your own. We will cast a forensic eye over your business, tease out your long-term aspirations and get you on a fast-track to success.

We’ll help you articulate what you want and paint a picture of your dream business. This vision will provide the roadmap for your future and help expose the potholes holding you back. Together, we will devise a step-by-step action plan that will set the framework for your business development over the next one to three years. We’ll nut out the details and create a logical action plan of priorities that are achievable and will reinvigorate how you feel about your business.

Our plans are simple and make sense. We’ll capture everything in writing so you have a reference point to keep you focused. And if you need a motivational boost, just ask and we’ll be there to help.

You wouldn’t let your clients gamble their future happiness by not having a plan in place? Why gamble with yours?

“With Kim’s help I have taken my business from where it was in a completely different direction. She’s helped me fall back in love with my business again.”

Andrew Carra | Principal Adviser, CARRA WEALTH MANAGEMENT

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