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
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.
Managing expectations, paraplanning problems, and business goals
Three informative videos that offer businesses advice on managing expectations, paraplanning problems, and business goals.
Decision-making, delegating responsibilities, and managing your micromanaging
Three short videos that provide advice on decision-making, delegating responsibilities, and managing your micromanaging.
Tips on naming conventions, SOA structuring, offshoring, and more.
Four videos that explore naming conventions, SOA structuring, offshoring, and more.
How to get an ROI when creating content, building a process that anticipates needs, and managing for attention.
Three videos with advice on creating content, anticipating needs, and managing for attention.