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
Images on advice websites – A guide
If you want to be credible and referable, you want to get your website images right. Here’s how.
eSignatures: A missed opportunity
eSignatures are a great tool, but they’re an even better example of what’s wrong with innovation in advice.
My favourite ‘no brainers’ for process improvement
Going beyond talking about quick wins, here are some of my favorites that I see on a regular basis.
Four steps to the right quick wins and the right change
We all want quick wins. Here are four steps to help you identify manageable productive change.
Introducing Total Cost to Serve
Introducing Total Cost to Serve, which considers both cost and human elements in process design.
Set yourself up for success in the new year
What are you doing in the new year to make the whole year a success? Take control with these ideas.