Richard Hale

Hale Financial

We came across Brad when we signed up for a CAANZ online advisory course last year. I liked the clear and authentic way he got his message across. There are some great courses and material out there which encourage you take the leap into the modern age, but there is also the tendency to shelve the information and not get around or not know how to implement change. This has always been my issue... Show more

Rakesh Nairn

Director, Daxcel Financial

My name is Rakesh and my firm is Daxcel Financial. I was front loading a lot of value (giving it away) to people who were not yet clients and spending way more than allocated time in discovery and client meetings. There's a lot of work that we've done lately where we did not charge a fee. Chatting with Brad made me realise that we should be charging for everything. We're now adjusting our approa... Show more

Braden Johnston

Director, Fusion Financial & Accounting Services

We have been working with Brad for over 3 years, and it has been a game changer for our business. Whilst we have a great business, there were certain aspects particularly around systems, process & the team makeup that were definitely holding us back from going to the next level. Brad has given us a lot of great ideas & support, but most importantly has kept us accountable to the goals that we set ... Show more

Ed Eikelboom

Principal, Oaktree Accounting

The increase in fees earned will be greater that we have ever done before, and a focus on the different roles in the business with a documented organisational structure meant that I now spend less time in the office and am able to focus on my areas of responsibility. If you have a desire to develop and improve your business, please call Brad and tell him what you want to achieve and Brad will hel... Show more