Unlock Your Business podcast

Episode 6 – Mental Health Awareness #1 - My Trek Ep 6 is the first of a series of episodes that will focus on or shine the light on mental health issues for business owners and executives. These episodes will also touch on my preparation for my next adventure in February 2023 trekking to the top of Mt Meru and Mt Kilimanjaro in Tanzania, the highest mountain on the African continent. I usually try to raise some money for charity during my trekking adventures, but in this environment, I thought it'd be best to instead focus on shining a light on an important issue that many people deal with every day. At the end of the day, if all this does is spark a prolonged discussion or awareness then I have 100% achieved my goals with this series of episodes.   This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee's, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Episode 5 – Business Strategy in Challenging Times Ep 5 is a discussion centred on managing your business and strategy in challenging and dynamic times. This episode comes some time after episode 4 and the reasons for this delay is discussed in relation to the challenges that have been faced by many in the Financial Planning community. I discuss these challenges in re to Government regulation change (once again) and the way you can assess whether to pursue a Defensive or Growth strategy with your business and how to navigate from there. We discuss charge-out rates for staff, work flow planning and a way technology can be used to leverage the business and its processes for scale and cost-efficiency. This discussion can help any business consider how to proceed in a challenging and dynamic market place.     This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee's, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Episode 4 – Pivoting Your Business to a Blue Ocean Ep 4 is a discussion centred on the Blue Ocean Strategy first introduced by W. Chan Kim and Renée A. Mauborgne in their 2015 book and implemented by present businesses such as Uber, Menulog and many others. The conversation focuses on the Financial Planning industry and the work we have done at Manly Financial Services in assessing whether a new business strategy would benefit our business and allow us to gain a competitive advantage within our industry. How can an existing developed business compete in un-contested or an under-contested market place and does the strategy make sense financially for the business and its current resources.  This discussion can help any business step back and determine whether a new strategy or new arm to there business can help them grow and generate more value in a more attractive competitive position.     This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee's, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Episode 3 – Financial Planning Advice Buyer Beware Ep 3 is a discussion of some main points a Financial Planning Adviser Buyer needs to look out for to ensure they are dealing with one of the majority of ethical and professional financial planners in the marketplace and not the bad-apple minority that we only hear about in the news. These un-ethical and un-professional minority are dragging the industry down with them, and I feel it is important to provide an outline of the ways in which these people can be weeded out before they cause more destructions of people's livelihoods and the integrity of our industry as a whole.    Although this podcast is designed specifically to talk Financial Planning & Business Management for business owners and operators, this episode would be of great benefit for all people who are thinking of engaging a Financial Planning professional. So please share!     This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee's, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Episode 2 – Know "Why" You're in Business for Times of Stress Ep 2 is a discussion on the importance of defining your Why, your Purpose and your Values to get you through times of stress with your business.... whether these are market related, customer related, staff related or environment related. This episode reminds us at this times of stress with the Covid-19 affecting our business operation and performance Why we are in Business and Why we do what we do to help us play the long-game and build a sustainable and profitable business.    This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee's, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Episode 1 – Leveraging or Unlocking Your Business…. What does this mean and why is it important? Ep 1 is a discussion on the importance of unlocking your business for wealth creation in order to reduce risk and create wealth. I discuss my business background to explain the reasons for starting this podcast and what this podcast will and will not be. Finally, I briefly cover 3 strategies to unlock business wealth that will be explored in more depth in future episodes.   This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee's, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.