Achieve your business goals sooner


Clarity first, action second

To truly appreciate what’s constricting your business on the inside, you often need an outside force. One that’s equipped with proven industry experience and specialist know-how, to strip your business to its core, analyse how it functions and build a roadmap for improvement.

We help you implement real, practical solutions that will continue to drive performance improvements long after we’re gone.

You benefit from the lessons we’ve learned from years in the trenches, seeing what works and what doesn’t, when it comes to building a successful advice business.

“In the 3 years of working with Kim, we have enjoyed more success than in all the previous 12 years put together.”
– Catherine Robson [Principal @ Affinity Private]

Private coaching [6-12 months]

Our private coaching programs are intensive and hands-on.

We get to know you and your business inside out — what’s working and what’s not.

We uncover any weaknesses, build on your strengths, recalibrate your goals and get you ahead of the game.

And most importantly, we show you new ways to get results, and create a happier, healthier, more successful business.

Business planning [1-2 days]

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

We can help you articulate what you want and paint a picture of your dream business.

And we’ll devise a step-by-step action plan that will set the framework for the next one to three years, and reinvigorate how you feel about your business.

“Kim provides coaching in the same way a good sporting coach manages to get the best out of a team to achieve success as a whole. Kim takes time in working out what your strengths are, what you are enthusiastic about, providing you with the
confidence to play to your strengths and extend yourself into areas you would not
normally venture.”
— Geoff Ivanac [Director @ Everblue Consulting]

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