Being an advisor to businesses for over 23 years, I have accumulated a broad range of experiences and insights. Having worked in a global advisory and accounting firm, I assisted business owners and leaders along the spectrum, from strategic to operational initiatives.
My clients say they value the different perspectives and ideas I bring to a situation and narrow seemingly complex issues into simple propositions and decisions. I often tell my clients that I am there to ask the simple questions.....Why?, How can we?
I always take a pragmatic approach and adapt to the situation presented. I have many tools in my kit bag but never take a cookie cutter approach. The value is a solution which can be acted upon.
Much of my work involves collaborating with clients' other professional advisors - accountants, lawyers, and wealth managers - to achieve the best outcome for the client.
Business families are unique. To best serve them requires a different set of skills and insights beyond the technical advice from most professional advisors. I am a globally accredited advisor to families in business, and have developed and delivered workshops and presentations at conferences, industry associations and to special interest groups both here in Australia and overseas.