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.
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.
Explore the strategic art of delegation in financial advice to enhance team efficiency, optimise client relationships, and turn business challenges into opportunities for growth.
Embark on a journey of empowerment with our guide to cybersecurity for financial advisers, transforming digital security from a daunting challenge into a powerful demonstration of your commitment to client safety and trust.
A strategic exploration into the world of client portals. Discover the nuanced terrain, common pitfalls, and the roadmap to successfully navigate this digital landscape. A must read for any adviser considering a client portal.
Delve into the intricacies of acquisition planning focusing on operational excellence, client experience enhancement, and tackling transitional uncertainties.
In this blog, the first in a series covering mergers and acquisitions, we’ll be covering what to do to start getting your financial advice business ready to acquire.
Learn about our approach to remote work for our Brisbane-based team, which we’ve been embracing since 2019.