Paperwork Magic

Caught up with Tanya Woolnough at the FAAA's Friday session. A bit of brainstorming for you - there's a new outreach program to teach financial literacy in schools, run by Melissa Grimshaw. If you have a contact within a school to a Business services manager or principal in the Brisbane area, please share so a session can be organised.

Catching up with Amanda Evans for a cuppa and update on Bennelong's investment funds. First networking event of the year

I'm grateful to the team at BDO in Brisbane for inviting me to attend the National Forum. There were some insightful takeaways and learned quite a bit about insolvency. Thanks Helen Newman, for the brilliant preso and the photo.

When the year is coming to an end and your diary looks like a barren wasteland that stretches from December through February, have you considered growing your client base by tapping into the next generation?

Your clients are wealthy, and looking to preserve that wealth, to pass it along to the next generation. So how do you help your clients’ kids understand how to preserve the legacy their parents, your clients, have been carefully growing over the years?
A good way is to get to know the kids, invite the parents and their kids to a brunch or a coffee. If they live in another state, do they come to visit for the holidays – if so, then make a time while they’re in town over the break. Once the relationship is established, there’s making some formal appointments for the early part of the year, or sending off a fact find for them to fill in.
Explain to the parents that educating the next gen with their own investment philosophy and guiding them to protect and pass along the wealth to their kids is a good idea. When something happens to a client, the family know you, they have a relationship. You can help them locate a will, contact the accountant and discuss what your client was hoping to achieve- or process a claim, assist with aged care solutions. Be the first person they call.

Send a message to learn more

Today is Equal Pay Day - something I am passionate about. The cornerstones of my business are; equal pay, work/life balance and trust.
Did you know that most women have to work an additional 50 days a year to make the same as a man in the same role? It's shameful. You do the work, you should be paid the same.

Send a message to learn more

Had a PD day with Sequoia, one of the most important takeaways was how to identify which prospects value their insurance. Like to know more, please reach out.

We're passionate about giving back :-)

IWD high tea at Victoria Park, with Rachel Elverson, celebrating and supporting women.
The charity, Forgotten Women was today’s beneficiary from the raffle.

Outsourcing admin is a simple time and money question;
1. What’s your time worth
2. How long does it take you to write an SOA/ROA
When your time’s worth $250 an hour (or more) and it takes you 20 hours to write a complex SOA, you burn five thousand dollars and 20 hours of your time that you’ll never get back. Ever.
Time for you to;
a) connect with people you love
b) care for yourself
c) pursue interests
d) grow your business
How many more clients could you see in 20 hours?
Seeing 1 more client in 20 hours means you will make twice as much money, seeing 2 could triple your income. With time left over to do a, b and c. And more money to enjoy it.
Simple as that.

A pleasant afternoon listening to Shivani, at the AFA Spring Luncheon. Lovely to catch up with friends in fin services

How are your CPD points, need to complete a bit more education? The AFA is holding a Roadshow starting in Perth and finishing in Melbourne on 2 June if you like to network and see others while learning. If you prefer virtual, XY Adviser are holding an all Licensee PD Day on June 3rd including 10 CPD points on offer. Mark Stubbings is bringing donuts to the AFA event 😍😍