Ensuring the success of a business means making sure a number of critical and proven business principles are adhered to - particularly ensuring you have enough cash in your business.
When should you be using finance in your business and what are the rules for getting it. Getting the fundamentals right to ensure your business is set for Success and taking control of your key Business Finance Option: working capital.
Finance options to that may suit your business - Supplier Payment Options - Short Term Unsecured Loans – Customer Credit
- Key fundamentals your business needs to master to ensure success
- Identify which financing option suits your working capital situation
- Understanding of the basic parameters of each working capital solution
- How finance can increase sales in a business
- How increases in sales can lead to negative cash-flow and kill a business
About the presenter:
CEO and Co-Founder of Fiduciary Financial Advice
George has been involved in the financial services industry for 35 years.
During that time he has held a number ofexecutive positions with both domestic and international based groups, inc: Head of Advice, ANZ Private Bank; Principal at Mercer; General Manager at Perpetual Private Clients; Managing Director at RetireInvest AFS,L as well as commencing several financial service business during the past 10 years.
He is currently the CEO and Co-Founder of Fiduciary Financial Advice – a financial services organisation, established to develop digital based, cost-effective advice solutions for working Australians for under $ 400 per topic. Fiduciary focus is to promote its value proposition to the mass market (i.e. 80% of working Australians) who are in need of both affordable and accessible professional advice. Fiduciary’ key client is H&R Block, and they are currently the preferred financial adviser to approx.: 1.50m people.
Commercial finance support consultant Mortgage Choice as its commercial finance support consultant
Todd has spent 30 years in finance, originally working for NAB before moving to London where he worked for the Industrial Bank of Japan and then managed the finance function of projects for Accenture across the UK, Ireland, South Africa, Belgium and The Netherlands. For the past 20 years he has focused on helping businesses obtain the right type of finance, at the right price for his clients, not the bank. Todd is currently the Managing Director of a new firm, Xenium Group, a business focused on helping accounting practices become more efficient, effective and profitable. Xenium Group helps accountants spend more time assisting their clients with all of their financial needs including finance, property investment and financial planning advice.
Todd is currently engaged by Mortgage Choice as its commercial finance support consultant and is retained by the MFAA (Mortgage and Finance Association of Australia) to train residential mortgage brokers on how to facilitate business and commercial finance options in their business.
Please note: AMI Webinars are FREE for AMI members and 30AUD for non-members; the will be available to watch on demand in the AMI Content Library.
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