Industry: Finance and Investment
Business Size: 5 – 10 Employees
The Challenge: Peter offers a tailored investment and advisory service for high-net-worth individuals, family offices, and institutional investors seeking dedicated management and bespoke solutions. Initially, Peter struggled with managing his time effectively to concentrate on the core, high-value tasks essential for business growth. Additionally, there was a significant gap in his strategic vision for the business, limiting its potential for development.
The Solution: We worked together through setting and achieving short, medium, and long-term goals and consistently used a 90-day plan to give us direction and focus. This approach was pivotal in refining Peter’s time management skills, allowing him to prioritise and dedicate effort to the most impactful areas of his business.
The Result: The strategic clarity and focus have led Peter to develop strategic partnerships and attract the right investors. These relationships have opened doors to previously unreachable resources and capital. Today, Peter’s business boasts the management of over AUD280 million in Australian real estate assets, catering to both local and offshore investors, marking a significant leap in the company’s growth and development.
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