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Growth Focus

About Growth Focus

Growth Focus primarily facilitates the sale of Financial Planning and Accounting Practices Nationally. Established in 2002 we have facilitated well over 250 transactions both in Australia and the United Kingdom.  The consulting arm works with Financial Planning and Accounting Practices in the areas of business valuation, succession planning, acquisition consulting, mergers, growth strategies and preparing a business for sale.

Steven Fine

Managing Director

Steven has an MBA from the Australian Graduate School of Management. He completed his studies at the University of Rochester in New York State. Steven has a long history in Consulting and Business broking. Over the last 10 years he has built one of the most extensive databases of Accounting and Financial Planning contacts in the country. This allows us to give our clients the absolute best possible coverage when matching Vendors, Purchasers or Succession partners. Synergy between parties is the critical factor. Choice and coverage ensures our clients have access to the entire market and together with our extensive experience and rigid process, achieve the best possible outcomes.

Katrina Macphillamy

Client Service Associate

With a background in Management Consulting at KPMG plus numerous advisory and research management and HR advisory related roles both locally and overseas, Katrina brings to Growth Focus a wealth of experience in terms of succession planning, exit and acquisition strategies as well as company cultural considerations relating to mergers. Katrina has a Bachelor of Economics from University of Sydney plus a Diploma of Journalism from Macleay College.

Penny Fine

Client Services Associate

Penny has a dual role in managing the research component of Growth Focus’s campaigns and projects as well as client support. Her role is to manage information, ensuring it is easily retrievable and up to date and that the currency of contacts within our database allows all team members to assist to put the right people together at the right time.

Ekta Gandhi

Research Analyst

Ekta has a Batchelor of Commerce and has a brilliant skill set for producing high-quality research and documentation. Her core responsibility includes analysing data, process flows, gaps and providing proper data resources. In previous Ekta has worked as an intermediate consultant handling various financial activities and processes for various multinationals including Vodafone.

Wendy Nach

Office Manager

Wendy manages the back office operations of Growth Focus handling day-to-day operations with a focus on efficiency and time management and a knack for streamlining administrative procedures. In her spare time she composes Children’s music.

Legal Made Easy specilaises in Financial Service Practice transactions. It offers all of the legal services of other law firms, including court representation and face to face services. LME also provides clients with high-class legal services online and by phone, making quality legal services more convenient, accessible and affordable.

Legal Made Easy

The Astute Wheel Toolset of over 30 tools and modeling calculators helps Financial Advisers : Gather key information from prospects and clients prior to meetings (efficiency). Simplify the complex and explain what financial planning is in plain English (education). Model options live to visually illustrate how particular strategies would benefit them (value). Price your fee-for-advice (sales). Produce comprehensive file notes and save time on para-planner briefings (compliance). Promote their services to gain new prospects (marketing).

Astute Wheel

FACTS Online database CleanUp engine has been purpose built to highlight and fix the legacy database issues inherent in all core practice management systems, including MYOB, HandiSoft, Reckon APS, XPLAN and LEAP. FACTS Online CleanUp engine adds value to your client database. It improves the data quality by fixing 9 common data legacy issues. These include duplicate records, unknown client types, unlinked spouses, unlinked family groups, orphan individuals and obsolete email addresses. The CleanUp engine digs deep into your raw client data to generate client relationship charts, including extended family members and their entities. This provides full and accurate visibility over the entire client relationship. The engine segments clients into standard professional service based client profiles. Highlighting existing business locations and in doing so unlocking research based information about all clients potential service needs. FACTS Online CleanUp engine solves transactional database problems and through this makes your most important practice asset sale ready.

Facts Online CleanUp Engine

Are you a finance broker or financial intermediary? Trail Blazers provide loans & advice that banks can’t or won’t! Trail Blazers is a specialist merger and acquisitions boutique and a niche finance provider for finance brokers and other allied financial services professionals.

Trail Blazer Finance

FACTS Online database CleanUp engine has been purpose built to highlight and fix the legacy database issues inherent in all core practice management systems, including MYOB, HandiSoft, Reckon APS, XPLAN and LEAP. FACTS Online CleanUp engine adds value to your client database. It improves the data quality by fixing 9 common data legacy issues. These include duplicate records, unknown client types, unlinked spouses, unlinked family groups, orphan individuals and obsolete email addresses. The CleanUp engine digs deep into your raw client data to generate client relationship charts, including extended family members and their entities. This provides full and accurate visibility over the entire client relationship. The engine segments clients into standard professional service based client profiles. Highlighting existing business locations and in doing so unlocking research based information about all clients potential service needs. FACTS Online CleanUp engine solves transactional database problems and through this makes your most important practice asset sale ready.

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