. . . for you personally

Personal stocktaking

Are you sure that the legal and financial structures you’ve got in place will do what you want them to do? Would you bet your future security on it? Or that of your family’s? more ...

Wealth planning

Are your assets safe from potential creditors? If you have a will and a trust – do they fit together? More importantly do they provide the end result that you want! more ...

Relationship property advice

If your relationship breaks up, what’s going to happen to the assets you brought into the relationship with you? Maybe a house, car, boat, business. How many of these assets will walk out the door with your ex-partner? more ...

Directional planning

How would it be if your life turned out better than you could have possibly imagined? Do you know what your life would look like? How could you tell that your life was extraordinary and how would you know when you had it? more ...

. . . across the board

Corporate and financial structures

Your corporate and financial structures - the backbone that links your business and your personal affairs.   Yet how many of us have a generic set of structures that works for the public at large – basically a “fill in the blanks” kind of structure. more ...

Assist in purchasing life, trauma & disability insurance

Life and disability insurance – a necessary evil in today’s world. There’s no way around it, unless perhaps you’re a cash rich zillionaire with no debt and no dependents. more ...

Arranging & negotiating finance

There are so many finance institutions out there these days! Where do you start when you’re looking for finance – will you do it all yourself? Use a mortgage broker and then wonder if their “best deal” is influenced by the amount of commission they’ll receive? more ...

Time management

How to meet deadlines, keep track of details, balance important with urgent, and still have a life!

Do you wish you had more time in a day to get the things done? Do you find yourself struggling to complete tasks or projects within a given time frame, and then find that your accomplishments are not satisfying?

Has time sped up? more ...

Motivation and empowerment

Does your work force need a bit of a jolt? Looking to get them motivated or focused? more ...

Change management

Change – a simple non-reactive word.  In itself it doesn’t threaten, cause fear or any of those other unnerving feelings.  But when change actually happens it can cause all sorts of ructions.  It can be unsettling, sometimes taking you way out of your comfort zone.  In some cases it creates havoc and the ripple effect goes on a lot longer than the change itself.  more ...

Testimonials ... read what our clients have to say

. . . for your business

Coaching and consigliere services

As a business owner, do you find you’re too close to the coal face? You can’t see the wood for the trees and .... you’re on your own! more ...

Corporate Visions and Strategic Business Plans

Do your employees know what your company’s vision is?  Do you even know?  Do you have something you and your employees can line up against - or is everyone haphazardly working to no particular tune? more ...

Shareholder buy/sell arrangements

What happens to your business if you become disabled, or die? What will it mean to you if this happens to your business partner? Do you know who you will end up in business with? more ...

Sale and purchase of business(es)

Thinking of selling your business, or perhaps a portion of your shareholding in it?  Or maybe you’re thinking of purchasing a business, or part of one.  How are you going to negotiate this and make sure you’ve covered all the bases?   How are you going to work out the best way to arrange the deal?  Trying to do it yourself may not be the smartest idea.   more ...

Exit strategies from business(es)

Exiting your business is probably one of the most important deals you’ll ever make. But what ingredients are required for you to get the best optimum price at sale time? more ...

Salesmanship

Is your sales team struggling to make the sales? Have you taken people on board who need a bit of a brush up, or perhaps are new to sales? Do you have the skills to provide what’s required (and do you have the time?) more ...

Employee documentation

Do you have all the correct documentation for your employee contracts and agreements?  A policies and procedures manual that is an easy to follow reference book for all current and future requirements?  And if you do … is it up to date?  This is a constantly changing area and it’s vital you keep up with the play. more ...

Read about the results of our recent Survey

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