Why Engage a Financial Concierge?

Why Engage a Financial Concierge?

I’ve written before about my life as a financial concierge. Even so, the role can be hard to define. So I thought I’d set out the differences between a financial concierge and other professionals who might assist you across the life of your business, and beyond! The...
Seven Tips for Winning Trust

Seven Tips for Winning Trust

Years back, I worked with a consortium of eleven rural motor dealers, anchored by a head office in Adelaide. My task? To boost the profitability of the rural dealerships. My major challenge? The disconnect between head office and field operators. Often, the Dealer...
The Four Thieves

The Four Thieves

Is your bookkeeping a major risk to your business? Could your spreadsheets send you broke? Between 80 and 90% of spreadsheets are inaccurate. Maybe some figures have been entered incorrectly; maybe a formula is flawed. The larger the spreadsheet, the greater the risk....
The Green Box

The Green Box

Imagine a green box, A4 size or larger. We can perceive more variations of green than any other colour on Earth. So take your pick: sea green, emerald green, lime green… The box can be any shade of green you choose. And it’s marked Only to be opened after I die....
What my Simpson Desert ride reminded me about business

What my Simpson Desert ride reminded me about business

On 19 June, I set out on the adventure of a lifetime, riding across the Simpson Desert on a mountain bike. I didn’t make a song and dance about it. Somewhere in the back of my mind I probably experienced niggles of self-doubt. Cycling across a remote desert is...