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
Beyond the Comfort Zone: High Performers confronting change and automation
Essential reading for high performers feeling uneasy about change or leaders concerned about their team, we cover why change can be especially confronting for high performers.
Navigating the niche: Why your financial advice firm needs to get specific to get ahead
Identifying and targeting a specific audience allows financial advice firms to stand out in a crowded market, creating a strong brand identity that resonates with specific client segments, leading to higher engagement and referral rates.
The art of deciding when to delegate
Explore the strategic art of delegation in financial advice to enhance team efficiency, optimise client relationships, and turn business challenges into opportunities for growth.
Quick tips: Five things your financial advice website should have to stay cyber safe
Embark on a journey of empowerment with our guide to cybersecurity for financial advisers, transforming digital security from a daunting challenge into a powerful demonstration of your commitment to client safety and trust.
Digital doorways: Navigating the client portal terrain for financial advisers
A strategic exploration into the world of client portals. Discover the nuanced terrain, common pitfalls, and the roadmap to successfully navigate this digital landscape. A must read for any adviser considering a client portal.
Acquisition Planning Part 2: The power of operational excellence
Delve into the intricacies of acquisition planning focusing on operational excellence, client experience enhancement, and tackling transitional uncertainties.