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BusinessWhat is a family office?
What is a “Family Office”, Why have one, what have others done, and what choices exist? The “Family Office” is a relatively new label for a relatively old structure Family offices have their origins in the sixth century, when a Kings steward was responsible for managing royal wealth. The modern concept of the family office […]
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Using your client portal
Have you tried recently to open a new bank account, change banks, re-mortgage, buy a business, deposit funds post selling a business or purchase an item on finance? It feels like the whole world wants all of our private information (in duplicate), sometimes because they didn’t get the previous email, or they didn’t store what […]
Make a better investment
Whenever I hear the word ‘investment’, the first thing that comes to my mind is money. But is that always the case? Let me share an experience with you… I used to have a gap between my front teeth, and for years the gap kept growing. It bothered me every time I looked in the […]
Event: Purposeful Business
This is your invitation to hear from Three great business leaders;Theresa Gattung, Jacqui Bensemann and Yi Ping Ge Listen to some of their behind the scenes journeys through driving business growth, surviving fire and building bridges. When: Monday 11th November 219Time: 5.30pm – 8.00pm – Drinks, nibbles, speakers and networkingVenue: The Maritime Room, Princes Wharf, […]
I had a dream, and you will have it too.
When a G1 (first generation) wealth creator has a business or an activity that they are proud of, and have a dream for its future, the most common mistake they make is to assume that everyone else will have that dream too. In particular their children. Some of the worst tragedies that I have witnessed […]
Business at first sight
Business marriage guidance, or how to deal with ‘business at first sight’. It has become a guilty pleasure, I have been watching ‘Married At First Sight (NZ)’, and a truly awful Australian show called ‘Seven Year Switch’. During a commercial break, it dawned on me that when people get into business together, they often do […]
