Welcome to the first post on our new blog #simply business
For the last 40 years Murphy Wealth has been bringing fresh ideas to business owners facing the challenges of wealth creation and protection. In making this complex area refreshingly simple we help our clients enhance their wealth, achieve peace of mind and give them the freedom to focus on what matters
These may just sound like words but in recent times we have had many conversations with clients old and new which have really brought this to life
Its amazing what you can discover if you take the time to really get to know someone and their business.
Most people reading this will have business to business relationships of varying depths and breadths, but as we spend more and more time just listening to our clients and getting to know what motivates them to do what they do, the difference is amazing.
During the normal course of advising clients, we obviously touch on investments and pensions and other boring stuff like that, but where it really gets interesting is once we have that deeper understanding how many other things crop up.
It’s a two-way street of course as you the client has to be willing to share too, but when they do we get into all sorts of wonderful new areas, which thanks to our long experience of working with businesses we can advise.
Over the year’s lots of professions have tried to brand themselves as “trusted advisers” and in some cases these relationships do occur, but often they do not.
We love involving other people in what we do and have tried to build a network of other professionals and businesses that can help our clients.
In recent times we have have had discussions on subjects from shareholder structure to international IP to insurance for a sawmill.
In each case we have brought in an external expert to help the client deal with each particular issue.
The real beauty of this is that in some cases our clients are able to help each other.
If we can establish these types of relationships with the regular light touch points we have with our clients, then it really can deliver peace of mind and that freedom just to focus on what you do best, run your business.
Top 5 things a Financial Adviser can help you with
Why let someone else help you manage your finances when you could just ‘do it yourself’? The best way to find out is by asking the people that have one. And that’s why we asked our clients and made a list of the top 5 things they said we helped them with.Read more