Unlike your typical bank or retail firms, everything is done by revenue at Wilson’s. Brendan needs to have a consistent client base paying fees to fund his lifestyle. Before working with Aureus Financial, Brendan had a healthy stream of high net worth clients but the problem was creating a new client base that’s going to be with Brendan for the next 20 years.
MOVING OUT OF STAGNATION TO GROW
Brendan has been looking for better ways to do things. He knew if he didn’t do something about it, his business was going to be stagnant. And for Brandon, that wasn’t the road he would want to take. That’s why he got in touch with Aureus Financial and the rest is history. That’s why he got in touch with Aureus to keep the ball rolling.
“We can’t sit stagnant in a business like this because there are very long regulations, rules, and things change over time so it was important to do something. And somehow, Jackson connected and messaged me on LinkedIn just at the right time.”
FINANCIAL WELLNESS CHECKUP
Brendan decided to work with the Aureus team because they knew the pressure pain points he had before he knew that he had them. Identifying your bottlenecks at the early stage helps you better equip yourself to fix the problem before it gets big. With an expert by your side reviewing things in your business, you can have a lookout for what to optimise for better results.
“It was almost like if you go and see a therapist, you don’t know what’s wrong with you and you can’t get the thoughts out of your head until somebody talks to you and communicates what’s wrong with you. The Aureus team took me on the journey to figure out what I was missing, explained a few points in areas and it just made sense.”
THE 3 BIGGEST BENEFITS BRENDAN GOT FROM THE WEALTH ACCELERATOR PROGRAM
- Lead generation
THE GREATEST VALUE
For Brendan, the greatest value he got from the Wealth Accelerator program was the group forum twice a week.
“It’s great that we get on and we speak twice a week in a group forum where everyone can help and answer questions. The information is readily available. It’s like I’ve got a business consultant working in my business.”
SO, WHAT DID THE PROGRAM DO TO BRENDAN GOW’S BUSINESS?
The Wealth Accelerator Program has been a huge game-changer for not only Brendan’s business but also his personal finances. He went from getting overwhelmed by his finances and business choices to systematising it effectively.
“Everything is on paper. My personal finances are directly linked to my business finances, I am considered an employee of this business, however, effectively I am employed. So every little piece of what I do is on paper. I have access to an assistant in my role and a lot of people probably do have access to that. But it is about how you utilise those resources.
That’s what I wasn’t clear with myself on. And so looking at what is actually important to my job, and I love doing that stuff, I’m spending more time doing the stuff that is important that I don’t like to do. Somebody else does that. And it is for me to decide as to what she does and what I do. If it builds on calculated decisions, looking at what would this cost me in my time versus, can I outsource this to somebody else?”
WHAT CAN BRENDAN GOW SAY TO OTHER PRIVATE WEALTH AND INVESTOR ADVISORS OUT THERE WHO ARE CONSIDERING THE WEALTH ACCELERATOR PROGRAM?
“Just do it! Don’t even question it. Why would you question doing it after what I’ve been through?”
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STEP 1 TO BECOME A PRIVATE CLIENT
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks and turn your business profits into personal wealth