Ideas & Stories

Planning for Unforeseen Events

Things tend to go wrong when they are least expected. And they often go wrong in clusters. The impacts on the business, the family, their security and their futures can be devastating. Typically, these types of events occur for the following …
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Networking in a Professional Services Firm

A word of mouth introduction or recommendation to a business is a powerful weapon in the sales and marketing toolbox of any business.  Compared with a ‘cold’ approach to a some unconnected target, a ‘warm’ introduction to a prospective …
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I dodged a bullet… and a big one too!

I had just arrived home when Mike (not his real name) called. Mike manages my Self-Managed Super Fund for a large fund manager. He rang to double-check on the payment … the urgent transfer of a very large amount of money from my super into my …
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