ABOUT ME
“I will sort it out” – Is something I say often, and I don’t just say it, but do sort it out. It is a statement that has given me a lot of diversity in my role and given me the opportunity to learn a lot of new things.
Being someone who will sort it out is not as simple as applying for a job as a manager. It takes being analytical, but also driven, focused and willing to take ownership of the problem. It requires a level head that remains cool under pressure, and if anything copes better in a high pressure situation as that is when you need them most.
HOW CAN I HELP YOU?
TIME
Time is lacking in financial planning. Adviser time is needed by every person in the business, plus the additional compliance requirements require the adviser to spend more time in the office. Most Advisers spend less than 2 days per week with clients and the remainder of the time performing office tasks. Elevate Business Advisory has a range of systems and solutions to help you with your specific requirements.
MONEY
The average EBIT of a financial planning business is 13.5%, one significant market fall and many would be in financial trouble. There are many strategies that can increase this to up to 60% and in some rare cases even higher.
These strategies include P&L analysis and benchmarking. Generally Salary and Wages are the highest expense category, so time management strategies can be ulitised successfully to transition staff into new positions.
CONSULTING
Solve specific problems
Have a specific problem you need solved, be it compliance, administration, paraplanning and need strategies developed to help you get it solved. Elevate Business Advisory can formulate a specific plan to help you solve your problem and continue with
your business.
STRATEGIC PLANNING
Take your business to
the next level
Not really sure where to start to take your business to the next level? You know that something needs to be done, but don't have the time to invest in getting started. With our strategic planning service we can build a plan that will get you where you need to be in small and simple steps.
PREPARATION FOR SALE
Sell your business not your client book
It takes 3 years to prepare a business for sale. Most practices sell as multiple of revenue rather than profit. With our strategies, we can turn your client book into an effective business that will make buyers not just want the clients, but the whole package.