My Work
What I do starts here.
Simply Kaizen Consulting
Simply Kaizen is a consultancy specialising in advice systems and process for advisers and licensees. Patrick’s experience spans every aspect of the advice process and management. Having worked with practices nationwide, he is best known for bringing innovation and technology to advice.
Patrick was able to visit our practice and in a couple of days completely transformed our review process. He introduced automation that improved our client contacts and compliance, saved both me as the principal adviser, as well as my team time; and reduced our administration support workload by 10-15%.
Sara Millard
Principal, Financial Horizons
Simply Advice Websites
We make websites for financial advisers and licensees. Brilliant value, excellent quality, and centralised compliance management. We’re making it refreshingly simple to look great online.
Patrick demonstrates a high level of skills and knowledge in the area of Xplan, Social media and Website development. He consistently delivers on service promises and provides valuable, practical insights that are applicable to the financial advice industry.
Jack Hobbs
Principal, Monash Group
Life Goal Cards
Have real conversations with your clients about their goals without it being weird. These 54 easy to use flash cards bring structure and fun to your client meetings.
The cards are good. Buy them.
Damien Leong
Financial Planner
How anyone can make change for the better in your advice practice, today
In the rollercoaster ride that is the financial advice world, practitioners and their teams might feel like they’re stuck in an M.C. Escher painting, with every twist and turn leading to yet another challenge. Between Michelle Levy’s Quality of Advice Review, ChatGPT, volatile markets, and not to mention the occasional pandemic, the temptation to adopt…
Taming process entropy: How to keep the Rubik’s Cube solved
The key to preventing process entropy is ongoing vigilance, and in this blog post, we’ll discuss the importance of resources, training, and checks to keep your data organised and your processes efficient.
A thought process of how to approach Statements of Advice (and other complex advice documents)
Regulatory risk has a very real impact on business, and with the Quality of Advice Review there is a risk of change and in turn costs. However, the greater cost may be in paralysis driven by unnecessary uncertainty.
Quick tip: Should you list your email on your advice website?
This quick tip covers the pros and cons of listing your email address or team email addresses on your website, which is particularly relevant for professional advisers in trusted positions, such as financial advisers.
Top tips on managing common mistakes, unprofitable clients, and complex change
Here are three helpful videos that provide businesses advice on managing common mistakes, unprofitable clients, and complex change.
Five tips for advisers managing their Outlook calendar when using Calendly
Perhaps, someone has set up a Calendly for you, but you need to know what to do beyond rocking up to appointments. This article is for you.