business support & coaching
our approach
No one knows your business like you do, but sometimes that is the problem.
Being too involved in the operation of the business and addressing issues on a daily basis can make it difficult to clearly see the range of options available and make objective assessments.
Whilst Financial Professionals consultants have had experience owning, operating, managing and assessing a wide variety of businesses that is not what it is about.
trusted advisors
It is about having a trusted adviser who can help you step back and see the big picture, look at priorities, timing and preferred outcomes. Then set a plan in place to achieve much like what we do in the personal planning
arena.
simple proven tools
No two businesses are going to be quite alike and issues and solutions won’t be the same, but by utilising simple and proven tools and putting in place a process to identify, assess, monitor and review should most always result
in significant Improvements.
working with you
Financial Professionals Consultants will work with you to identify those areas we can help you with (as well as those areas we can’t) so that sound and realistic expectations are set and met over an agreed time frame.
We then work together with you not as some ‘Business Guru’ but in a collaborative team approach to help provide direction, clarity and structure. This will help you focus on the key objectives and attain greater success in your business.
key benefits of service
Allows insight, clarity and focus
Objective process and measurable results
Indentify your potential for increased success
Unlock your own personal power
Provides guidance and direction
Trusted Adviser to link business & personal
summary of our services
business review and indentification of key issues
- Current position
- Business objectives and priorities
- Preferred outcomes
business anlaysis, performance and monitoring tools
- To assist in understanding, analysing, identifying, improving, monitoring and review of the Business
business ‘think tank’ sessions (as required)
Modules:
- goal setting
- performance management
- monitoring tools
- team development
quartely ‘business coaching’ meetings
- or as required
how we charge
Our fees are based on a “Fair Fee for Service” principle.
We discuss your needs and expectations and then agree on an annual or quarterly fee based on the level of service required, supporting tools needed and the timetable of meetings established.

