Financial Advisor Episodes

In this episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by guest, Michelle Taylor, a Financial Advisor from Gambin Financial Group to talk about the critical role financial management plays in business success.

Vinay Iswar offers top tips for business planning, including ad hoc coaching sessions and organisational reviews to identify roles and responsibilities. He also discusses numbers advisory, budgeting, forecasting, tax structure, and accounting and tax-related matters. Vinay emphasises the importance of integrating a finance process upfront, ensuring that all foundations are in place before adding technology. He also advises against bookkeeping, stating that he can always opt out if necessary.

Lisa Dudson is a woman of many talents, known throughout New Zealand as an accomplished investor, author, entrepreneur, and seminar speaker. Her journey to success began at the young age of 16 when she started investing in property. Since then, she has diversified her portfolio and built an empire through astute financial decision-making. HOST'S DETAILS: ___________________________________________ ►Debra Chantry-Taylor is a Professional EOS Implementer | Entrepreneurial Leadership & Busine...