COEG (Committed, Optimistic, Enthusiastic and Grateful) has enhanced my professional growth, offered invaluable peer support and ensured continued accountability, making it an essential part of my development.
Since 2020, I’ve enjoyed mentoring accountants transitioning to business advisory roles, focusing on SMART goals and leveraging Gap knowledge to build sustainable and profitable practices. In 2025, I'll earn an Executive MBA (EMBA) which has enhanced my leadership skills.
I’ve been an active Gap member since 2018, I belong to CAANZ, ATAINZ and CGI NZ. My practice, Tax & Trust Professionals, has six team members and operates from Auckland and Nelson.
In this quarterly all-day meeting programme, you'll complete pre-work and suggest topics influencing each session’s focus. We'll review results, identify opportunities, clarify areas for improvement, and receive knowledge and support to grow your advisory services.
A 4–5 hour planning session that reviews goals, identifies growth opportunities and refines processes. An intensive workshop that fosters collaboration, aligns team objectives and creates a roadmap for a sustainable plan for your business.
As an experienced facilitator, I can conduct your practice's organisational review, examining roles, finding improvements and providing unbiased insights. This process usually saves money and time while fostering clarity and enhancing team efficiencies.
Core values are discovered, not created. This workshop, completed with all team members, helps streamline business decisions and team alignment. The workshop process is one you can quickly emulate with your own clients.
I mentor accountants for free through CAANZ and ATAINZ, although you can't choose your own mentor. If you request mentoring from me, we’ll develop a suitable plan dependent on your goals.