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Futuro Forum | Bowral 2012 Murray Burns – My Business

Futuro Forum | Bowral 2012 Murray Burns – My Business. Futuro Financial Services. ABN 30 085 870 015 AFSL 238478 Murray Burns . Starting Point. Had ended previous JV arrangement with small ongoing client base Started to work from home office

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Futuro Forum | Bowral 2012 Murray Burns – My Business

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  1. Futuro Forum | Bowral 2012 Murray Burns – My Business

  2. Futuro Financial Services ABN 30 085 870 015 AFSL 238478 Murray Burns

  3. Starting Point • Had ended previous JV arrangement with small ongoing client base • Started to work from home office • Income about $7500 p.m. expected $95,000 in revenue for year

  4. Objectives • Grow business via reviews, foster 2 accounting relationships, start mortgage broking line of income, US home broker needing insurance for clients. • Maintain lifestyle of swimming program, 2 months working from QLD, 4.5 day work week. • Next financial year objective is $195,000

  5. Impediments • Poor time management • Spending time on doing SOA's, getting review data organised, dealing with administration and follow up of new or changes to risk policies and investments. • Lack of communication with current client base and clients not knowing what can be done for them. • Unsure of FOFA impact. • Finding it difficult to ask for true pricing of own value.

  6. Took Action • Recognised needed help & started monthly meeting with PK Completed analysis of business which included all previous points.

  7. Action Item

  8. Currently Working On • Finish pricing model • Timing map for all reviews • Implement Astute Wheel • Have meetings with accountant to push forward with JV's doing monthly reports concentrating on financial expectations, activity kpi's to track performance.

  9. Financial Performance • End of financial year gross revenue in excess of $140,000 an increase of 47% on expected. • Not had a month below $8500 since started process

  10. Futuro Financial Services ABN 30 085 870 015 AFSL 238478 Disclaimer This is general advice only. It does not take into account an individual's objectives, financial situation or needs, which are necessary considerations before making any investment decision. Opinions constitute our judgment at the time of issue and are subject to change. This report was prepared by Futuro Financial Services for the sole use of the intended recipient. Its contents should not be disclosed, in whole or in part, to any other party without prior consent in each case. To the extent permitted by law, Futuro, its employees, consultants, advisers, officers and authorised representatives are not liable for any loss or damage arising as a result of any reliance placed on the contents of this report. Please contact us directly should you have any queries in relation to the information provided in this Report on 07 3018 0400.

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