“Success in Business is often just knowing which opportunities NOT to take.”
I specialize in providing vision, wisdom, strategy and guidance exclusively for the owners of private and family businesses.
With 35 years of focus and experience, I help families grow profit, build value, solve problems, mentor Next Gens, facilitate Family Office, refine brand proposition, counsel owners and, ultimately, deal with their succession and exit options. Most engagements involve structured planning, ongoing monitoring and invariably, great outcomes.
I have conducted over 500 planning engagements over the past few decades, including running a five year long Australia-wide succession planning engagement for 176 clients of a major bank.
I am a Fellow of the Institute of Chartered Accountants in Australia and an Accredited Adviser with Family Business Australia. I have both Arts and Commerce degrees and a Graduate Diploma in Financial Planning. Clients and colleagues tell me that I have a reputation for passion, quick thinking, empathy and thinking outside the square.