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
How to write better emails, avoid ‘complexity creep’ and more…
Three informative videos on writing emails concisely, avoiding ‘complexity creep’, and the role of choice in the trade-off between client experience and efficiency.
Tips for technology selection, social media, and data integrity
These videos offer advice on choosing new technology, avoiding mistakes on social media, and data integrity.
Gender assumptions, risk elimination, client segmentation, and more
Four insightful videos on creating digital content, gender assumptions in financial services, client segmentation, and eliminating risk.
Continuous improvement as a double-edged sword
Being open to change and having a continuous improvement mindset are great things, but stubbornness can have value too.
CRM mistakes, understanding processes, and more
Three videos that provide advice on avoiding common CRM mistakes, blaming the process not the person, and understanding how a lack of ownership can stall improvement.
The subtle art of hyperlinking like a ninja
Client service, delivered digitally, includes a basic and often overlooked element. How to hyperlink effectively.