I've worked in financial services for over twenty years, in roles touching every part of the financial planning process. From administration to general management, my skills and experience have transferred well to business development and consultancy, where I'm focused on growth, efficiency, business planning, and connecting people.I enjoy helping people discover their potential, and relish working with positive stakeholders who want to improve themselves, their teams, and their organisations. I’m focused on clarity, process, growth and relationships. And I love destroying lists.I invest daily in myself to improve all parts of my life, creating satisfaction for myself and others – I aim to add value in some way in every interaction. I network to find people who can be of help to others. I like to identify problems, inefficiencies, gaps, imbalances, shortfalls, and opportunities; then work towards overcoming, improving, mitigating, removing, or seizing as appropriate. With a growth mindset, conscious gratitude, integrity and energy, the more organised, prepared and persistent I am, the better the outcomes. Funny that.And I couldn’t be more organised if I tried, so I welcome accountability. Sure, there’s the odd Black Swan, but I believe process, routine, habit and discipline repeatedly create progress and results. I've had success with my skillset, and found that growth and progress start with curiosity, recognising the obstacle or goal, planning with milestones, remaining accountable and resilient, and working on that plan every day. • Self-management• Time management• B2B • Relationship management • Stakeholder engagement• Employer relations• Business planning• Business process modelling• Process improvement• Business development• Sales process• Solutions-based sales• Investment philosophy• Product integration• Insurance philosophy• Change management• Project management• Networking• Strategic introductions• Compliance consultation• Advice audit• Client engagement• Business coaching• Mentorship• Event presentation• Personal coaching• Empathic leadership• Team building• Budget management
Listed skills include Financial Services, Strategic Financial Planning, Retirement Planning, Portfolio Management, and 40 others.