I help Business Owners create a framework in their business to have a clear picture of how their business is performing financially and more importantly, how that picture now impacts where their business is going in the future. I provide CFO services for a fraction of the cost, partnering with your business to help you make more informed business decisions. I help create a framework within your business, whereby you receive regular monthly financial performance reporting, comparing last year performance with commentary and analysis as to how you are performing. More importantly, I create with you a forecast of where you want that business to go, incorporate these plans on a regular monthly basis also, so you can clearly and quickly see how you are actually tracking compared with this. I help create an efficient finance team within your business that suits your business and enables you to grow and see your performance quickly and efficiently so you get to make better business decisions that will drive better bottom line.
We provide general insurance advice and services to small businesses, commercial enterprises and large corporates Australia wide. We love what we do because we get to spend every day meeting people who are passionate about their business. Our role is to help our clients understand the strengths and risks that their business faces, how best to protect their assets and advocating on their behalf to insurers. Unlike most other brokers, we waive insurers’ commissions (which can be up to 40% of the premium!) and charge a fee instead so we are being remunerated on our advice and service rather than sales. Transparency is very important to us! Our founding principles are: Preserve Integrity; Be Inquisitive; Nurture Diversity; Foster Charity; Be Determined!
Behaving in the same way as previous generations just isn’t going to give us the financial results we want. So we need to innovate our thinking, it is viscerally part of the human experience to try to do things better.
At Wealthology we challenge you to think differently so you focus on progressive solutions, rather than problems. We all know that you can make decisions that change your life in an instant and history shows that our future choices are a direct result of the decisions we make today.
The lack of entrepreneurs in a good financial position is something we want addressed, and we believe it is up to us, as a collective, to pioneer new ways and be leaders in these unchartered waters.
We have the power to take control of our financial futures and apply some fresh thinking. Here at Wealthology we want to tap in to the hopes and aspirations of fellow entrepreneurs and significantly alter the way we all retire, allowing us to feel completely free. Giving you peace of mind for the rest of your life…no matter what life throws at you.
We invite you to grow your wealth and thrive in your financial success.