Our Accredited Advisers and Accredited Firms have been selected as industry experts from around the country – all have many years of business experience and practice in advising business owners. They have undertaken our induction and advanced training programs and are licensed by us only after rigorous testing and accreditation.
They use our proprietary models, tools and templates to assist clients to maximise business value and achieve a successful exit. They are subject to our internal quality control models and come with our endorsement.
Philip has deep experience as a business owner and a business coach. This includes succession in his own businesses and walking through the succession journey with many other business owners. His very practical experience is evident in his approach to succession and business performance. Key to Philip’s approach, is working with business owners to understand what it is they want for the business and their own succession – this is far more than a transaction! Philip’s functional and leadership experience covers all of the key bases – strategy, people, finance, IT and operations. He has consulted across service and production businesses including overseas experience as a founder and owner of a Sri Lankan BPO and consulting through Australia, NZ and South East Asia. His experience is backed by academic qualifications, Executive Coaching course and short courses at Cambridge and Stanford Universities and Hong Kong Business School. Philip looks forward to partnering with you, to optimise your business performance and succession.
As a business owner and adviser, Matt lives and breathes the joys and challenges of working with like-minded business owners. While his strengths are around financial strategy, his passion and drive is to understand you and your dreams and work with you to put a great plan around them. Matt brings two strings to his bow as both a senior financial adviser at Horizons Wealth and experienced coach and facilitator with Praxis. His advice, management and coaching experience makes him a valuable resource for you and your team in transforming businesses. Matt’s approach is to help business owners implement strategies that ensure they meet their business and personal financial goals. His special areas of interest are staff engagement, marketing and social media and in the advice space, deep client engagement through Life Values Based Conversations, Estate Planning, SMSFs and demonstrating both the hard and soft value of advice. Matt’s experience is backed by academic qualifications and short courses at Cambridge, Stanford Universities and Hong Kong University Business School.
B.ed, Ad. Dip FS, Grad Cert Corp Mgt, SMSF Specialist Adviser
Vicki is an experienced business consultant, coach and mentor, having worked alongside over 100 financial advice and accounting firms. She is passionate about people and ensuring that they uncover their true potential and put in place plans to action and achieve their dreams and goals. Vicki is a qualified accountant and her speciality is driving real change in businesses from strategic and succession planning, leadership and implementation.
Vicki has a Bachelor of Business (Accounting) and Diploma of Financial Planning and previously was in public practice (CPA) and owned an accounting and financial advice business.