Jim Rohn once said "One of the greatest gifts you can give to anyone is the gift of attention " and this philosophy is the cornerstone of my service delivery. My clients command my full attention as I work in partnership to fully appreciate and acknowledge their unique business and lifestyle goals. It is from this place that I then build a dynamic business succession plan that delivers strategies to:
• Protect their personal & business legacy.
• Protect the value & income of the business.
• Provide opportunities to grow their assets.
My core values of trust, respect and integrity combined with my extensive experience in corporate finance roles and the management of my own businesses ensures an innate understanding of the importance and intricacies of the requirements for strategic planning for SMEs.
I constantly strive for professional excellence and in doing so ensure a holistic approach, working not only with my clients but also their advisory networks to deliver the most optimal outcome for their financial and business planning.
My qualifications include a Bachelor of Business (Banking & Finance/International Trade) and a Diploma in Financial Planning. This is complemented with over 13 years experience in the Financial Services industry, the last 9 years specialising in Business Succession Advice.
Email to: firstname.lastname@example.org or call me on 0419 534 539.