A proven 17-year track record of being
committed to my clients success.

Mask Group 461
financial advisor

Elevating Peter’s Investment and Advisory Service

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.


As long as you have a great business coach in your corner and apply yourself and do the work required, you should see a great return on investment. Of course, some of it’ll be in cold hard cash (profits) and therefore easy to measure. And then there are the other benefits that can’t be measured in just cash only.

Things like:

More free time & a healthy work/life balance

A lifestyle that compliments the success of your business

Increased confidence in setting smart goals and achieving them

Increased joy and fulfillment in driving your business

Awesome team members who really have their skin in the game

It’s exciting how business coaching can change the quality of your life for the better. If you’re interested in finding out more, book in for a complimentary discovery session.


My ‘love it or leave it’ guarantee is that as long as you put in the work and effort that we agree between us, my business coaching & mentoring program will help you create an amazing business you can be proud of, a business that works for you and not the other way around. If you don’t love it you can leave it and receive your last month’s coaching payment back in full. No questions asked. So, what are you waiting for?

your business coach professional



0403 881 105

100 Harris Street, Pyrmont NSW 2009


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