My Journey with a Mentor portfolio
Understand
Part 1 of 7
Failing to Retire
Our experience of the things that people get wrong before and after retirement.
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Personal Finance
Things people don't know or think are the same as corporate finance.
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Make it Happen
Part 2 of 7
Publish Your Expertise
You know stuff that other people wish they knew. We can help you make your knowledge available and profitable.
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I don't (want to) Sell
If you believe in your product or service, you are not selling, you are simply sharing your enthusiasm with potential friends.
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Tell the World
Part 3 of 7
Web Presence
Everything is moving online, but a website does not attract visitors, it simply allows you to show interested people what you do.
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Networking
People listen carefully to referrals from people they know. By developing a network, with which you communicate, you access this benefit.
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Get Serious
Part 4 of 7
Build a Business Plan
A business plan must be simple and useable, with clear direction on what to do next, works.
Theoretical plans get filed and forgotten.
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Budgeting
A budget that simply adds inflation to last years successes and failures is never going to make your business a place you want to be.
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Managing a Business
Growing happy customers is the major focus of successfully managing any business. Knowing how to create happy customers is determined by your plan and budget.
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Time with Money
Part 5 of 7
Understanding Financial Statements
Financial statements are designed and formatted to be read and interpreted by people who have been trained to read them. We fix that.
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Alternative Sources of Finance
Banks tend to spend their efforts on ensuring that people needing financial assistance are sufficiently wealthy to only need the bank for easy cashflow. We have alternatives.
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Investing in Inflation
Savings and investment accounts with returns at below inflation rate are not a place to create wealth. We help you investigate and choose places where your money will make a difference to you and your family.
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Communicate
Part 6 of 7
Mobility
A world of opinions and knowledge has been made available on devices we can carry in our pockets and bags. We help you to be part of that knowledgebase, to ensure that you benefit from the technology.
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Working with People
Simple, written, understandable and repeatable systems defining each business function run your business and people run your systems. People come and go, but systems remain. We can help.
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Leave a Legacy
Part 7 of 7
Create a Family Business
Decisions and advice from people who care are invaluable, as is utilising the power of a number of incomes contributing to a common set of requirements. Speak to us about family offices.
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Gap Year Entrepreneurs Programme
We offer an alternative for people who are uncertain about what to do next. We help them start and run a business for a year so that they can add that knowledge and experience to their decision.
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Retiring in Style
Retirement means doing what you want to do, instead of what you have to do.
We help you define, plan and budget your choices.
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