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
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.
You’ve got a website, but does it look and feel alive?
Learn how to revitalise your financial advice website and build trust with potential clients. Explore effective strategies for keeping your online presence vibrant, engaging, and most importantly, alive in today’s digital landscape.
Break free from paralysis: Small steps anyone can take to make work better
Learn how to embrace the Kaizen theory of small, incremental improvements to start fine-tuning your advice practice’s efficiency right now, without breaking the bank or your sanity.
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.