For 5 years, we’ve helped agency owners:► Agency KPI matrix tracking► SEO and SEM Profitability strategy► Agency Productivity optimisation► Agency dashboard reportingWe do this using a mix of business planning strategies, business growth strategies and business structuring strategies to protect wealth.So we’re not just accountants. We’re your freedom partners - simplifying business so you can spend more time doing what you love, with those you love.

Too many agencies don’t have a long-term strategy, beyond “grow sales”.The result is agency owners work harder and harder with each passing year. Business grows, but you miss out on time with your family. We make sure our clients have a strategy for their business. We help some clients plan their strategies as well.We can help you:- Uncover your true vision and passion- Help create the detailed plan to get you there- Work with you on an ongoing basis and hold you accountable

Successful agencies are run by empathetic leaders who listen to their clients and understand their points of view. It’s not about how many hours or weekends you work. It’s about the value you provide. We focus on:Helping you develop the right mindset and holding you accountable Streamlining your sales process to increase conversions and reduce lead timeHelping you build effective teams and processes so you can have more personal freedom

For most business owners, bookkeeping is like eating broccoli - you don’t like it but it has to get done. It takes too long, it’s harder than it looks (even with software) and there are too many things that can go wrong.As bookkeepers, we eliminate the stress and effort by taking charge of your books. This frees up the time and headspace you need to focus on activities that drive profits. After all, time is the one thing we never get back. You make money, we’ll look after recording and compliance.

o Uncovering clients’ needs and objectives through face to face interviews to determine how best I can assist clients. o Creating personalised statements of advice in the following areas: - Personal and business insurance- Superannuation strategies and retirement planning - Investment advice - Centrelink planning o Meeting KPIs and performance targets around revenue contribution. - Completed 50% of yearly target within first quarter of 2016/17 financial year. o Liaising with product providers to ensure the strategies are completed and finalised. o Liaising with the client regarding any outstanding documentation required for the completion of applications o Lead generation and referral campaigns. - Warm handover and warm leads identified, and calls made. o Being a primary point of contact for clients, advisers and the branch network and ensuring that not only the customer outcomes are met but also that of the adviser and branch network. o Providing clients with a sounding board for their ideas and strategies, whilst setting expectations on their strategies.o Conducting research into existing client products in order to formulate a strategy that best meets the clients’ needs and objectives. o Completing product provider application forms o Ensuring that compliance obligations are met by uploading documents.o Keeping up to date with industry changes and regulations and ensuring that continual professional development goals are met. o Training and coaching of branch staff in order to increase number of successful opportunitieso Effectively managing time between client meetings, new business generation, administration and compliance.

• To ensure that customer is triaged to most appropriate adviser (General / Specialist) in accordance with assessment standards• To take ownership to ensure that warm handover to an adviser that suits the customers’ needs• To keep abreast of industry, legislative, business and technical Advice trends in order to provide Quality Advice support in a professional manner• To interact with other relevant teams to ensure consistency in quality of Advice support ; Open to feedback and interested in learning to continuously grow and develop to provide better Advice strategies in consultation with advisers• To engage, collaborate and be the primary contact point with customers in order to effectively identify their needs and objectives in the provision of quality referrals and advice support• To be open and approachable in collaborating with, and sharing ideas amongst, team members in order to encourage and support one another as a well-functioning team• To coach, mentor and educate partners and team members in a meaningful way to support the delivery of targets / SLA's• To conduct research and evaluate data to ensure appropriate and relevant advice support is provided to advisers in the context of the customer situation and objectives• To implement client advice in a timely manner

• Servicing the banks most prestigious and high net worth clients. Companies I have personally dealt with include ASX listed companies such as: Wesfarmers, Woolworths, Healthscope, Qantas and Caltex to name a few. As well as local and state governments including WA, SA and QLD.• Merchant Specialist: - Requires a high attention to detail, technical proficiency and the ability to navigate multiple bank systems. - Ensuring that our Institutional and Government clients have their entire merchant facility managed, including all online merchant facilities. - Creating, managing and closing EFTPOS facilities. - As an integral part of the transactional banking process I am constantly communicating with internal stakeholders and clients by various means to ensure that the clients needs - As large amounts of funds can be processed in a single day through EFTPOS facilities. A high level of accuracy and diligence is required to ensure that the client is happy whilst also maintaining the banks reputation.

• Main responsibility of my role involved handling inbound calls from retail clients for a number of different enquiries including simple enquiries such as password resets and general account maintenance, to more complex enquiries involving placing trades for clients, handling corporate actions and assisting clients with stock movement due to takeovers. • Taking Ownership and Following Up was crucial to my role and also crucial in building rapport and trust with clients. Using this model as the backbone for servicing clients I was able to consistently achieve ‘compliments’ within my role.• With sales being a key metric of the role I consistently outperformed my sales target, which resulted in my promotion to Sales Campaign Manager within the team. • As the Sales Campaign Manager for my team I have been able to motivate my team in generating sales to become the top performing team for the Margin Lending campaign. In a previous campaign I was able to maintain my position in the top 3 performers for closed sales for our Contracts for Difference product. • Integral part of my role involves understanding the current economic climate and the potential impact this has in stock prices. I would generate a morning email, distributed to my colleagues, which summed up the five top market related articles for the day. • Because of the many potential investment products it is also crucial that I have a sound understanding of our investment products including margin loans, options, CFDs and many other exchange traded products including warrants, MINIs, Exchange Traded Funds and Commodities.

• Using bank statements and other financial statements it is my responsibility to construct complete financial accounts including Trial Balances and Profit and Loss statements. These complete accounts are then used in the preparation of BAS and IAS, and also company tax returns. • In the process of creating complete financial accounts, I would have to reconcile the accounts by conducting bank reconciliations and general ledger key account reconciliations. • Liaising with the ATO regarding various taxation matters. My role also requires me to liaise with various external bodies including Superannuation funds, insurance companies and banks • Completing tax returns for our clients. Including setting up vehicle schedules, depreciation schedules and rental schedules.• Creating Self-Managed Superannuation Funds and corporate trust accounts for SMSF. Whilst also assisting senior partner in the auditing of our SMSF and completing SMSF tax returns.• Proficient with Accounting Software (Handisoft, Sage) and also Proficient with Microsoft Applications (Word, PowerPoint and Excel)