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
So, you’re thinking about an acquisition… Part 1
In this blog, the first in a series covering mergers and acquisitions, we’ll be covering what to do to start getting your financial advice business ready to acquire.
Embracing Virtual Co-Working Spaces at Simply Kaizen
Learn about our approach to remote work for our Brisbane-based team, which we’ve been embracing since 2019.
The Power of Google Reviews in Financial Advice
Learn the impact of Google reviews in financial advice, managing feedback, and strategies for effective review collection.
A ‘fit for purpose’ advice record and what it could mean
Let’s consider what a ‘fit for purpose’ advice record could mean, what it doesn’t mean, and what you can do today.
Client Segmentation Part 2: Unlocking the flavour of each client segment
This post explores the importance and potential of overlooked client segments in financial advice, and how effective management of these groups can enhance a practice’s diversity and value.
Client Segmentation Part 1: The unseen ripple effect of Fee Disclosure Statements
Exploring the unintended impact of Fee Disclosure Statements in financial advice segmentation models, this post sheds light how segmentation has changed and underscores the importance of a segmentation strategy in managing your business.