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
In today’s digital landscape, having an engaging, professional, and referable online presence is crucial for financial advisers.
Crafting meh into magic financial advice websites, helping financial advisers build websites and online strategies that connect, engage, and grow.
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
The future of AI for advisers | Part 3: Evolve to escape extinction
In the concluding third part of my AI series, I present an uncomfortable truth: AI’s evolution isn’t a distant threat, it’s an imminent reality. Soon, AI will offer advice that’s free, instant, and perceived as smarter than human advisers. It’s time to pivot and redefine our value before AI does it for us.
The future of AI for advisers | Part 2: From sci-fi to reality
In this second installment, we look at present day live examples of conversational “best friends” and on-screen avatars that already coach on budgeting and investing, and we outline simple moves advisers can take now to stay relevant.
The future of AI for advisers | Part 1: Lessons from science fiction
As advisers, we can be very focused on what we need to get the job done today, not at what’s changing for our clients. In this first of a three-part series, we explore what three science fiction classics can teach us about how AI will reshape trust, challenge, and the client relationship in financial advice.
OK, Boomer (Oh wait, that’s me): A lesson in asymmetrical perspectives and more
After almost a year living in Shanghai, never have I had such an outsider’s perspective. With it comes lessons how to build trust systemically, and the cost of digital friction.
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.