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We use a simple approach to plan and organise a business to be crystal clear of the direction you want to take to support WHY you are in business and be certain you will get the return you expect on the investment of your time and money. It’s called The Xception Planner It’s different from the common methods you’re very likely familiar with because of how it starts with your expectations and WHY you set out on this venture initially, then it creates a plan focused on how to achieve those outcomes. You will see, it is fully templated and supported for ease of use and can be deployed quickly. The best part of all, it doesn’t require you to commit your whole working life to it and you select when and how you want to engage and what level of involvement. You can control the content and completeness of the output until it is totally fit for your business guaranteeing the right solution for you, not a generic document that is relegated to the shelf within days of completion. So, if you want a simple method of creating a clear view of your business and the direction you are taking to support WHY you are in business and want certainty of your expectations and how to achieve them then I’ll share this with you. My name is Scott Fuller and we are The Xception.
Working with smart people who have great ideas, understand why they are doing what they are doing, and have the enthusiasm and real desire to succeed, they just need assistance to set the direction, create the detail behind the idea and determine what and how to measure their success
Having been involved in large corporates and received great training in how to build specific processes and tools I wanted to use that knowledge to build my own businesses so as to take the best of both big and small business to help others.
Having been in their position I know the need to trust an advisor to give good advice, and advice that is specific to them, then stand by them to ensure the implementation provides the expected value.
Yes I can provide the services online / remotely. I have developed detailed Templates and Examples so as to be able to work through requirements online. I would always prefer to initiate any new engagement face-to-face but have developed the online alternative as a matter of course.
I work mostly remotely which negates the need for personal contact but when required we take all steps to comply with regulations and apply commonsense to our behavious.
4.97/5.00
based on 366 reviews
The average rating for Bark Financial Planners in Wellington is 4.97, based on 366 reviews.
