Business Advisory

Business can be lonely but with Findex you’re not alone

Paul Moodie
9 June 2021
3 min read

9 June 2021

Since the pandemic hit, the aftershocks for business owners seem to be continuous. Shortage of labour, shortage of supplies and shortage of customers. There has also been a raft of new laws and businesses owners still have their day job to do.

Of course, for some business owners, it’s been a different sort of stress. Business has been going really well but cash is flying out the door quicker than it’s coming in. Their sales are up, debtors are up, stock is up, and they had to buy a new truck. They need more staff and their overdraft is at its limit; they’re growing faster than they can sustain.

When you are in business for yourself, there will be times when you have real doubts, which can be lonely. A friend once said, “It’s like your head is stuck in a cloud of complexity. There’s so much spinning around, it’s hard to know what to do next.”

Turning to our families is one option but, often, we want to shield them from the weight we are carrying so we stay quiet and work harder. And the truth is, families aren’t always the best option when it comes to business advice. After all, you wouldn’t go to your doctor and ask them about fixing your forklift and it’s the same with business advice. Your business needs advice from people who are specialists and have the skills and experience to help you.

If you are worried about your loans and overdraft facilities, you should talk to a banking expert. If you are worried that selling your building will trigger a tax problem, you should talk to a tax specialist. If your business has changed and you’re not sure if your insurance is right or you’re getting the best coverage, you should talk to an insurance specialist.

All well and good in theory, but what if you’re not in a position to afford professional advice?

On 7-8 July, the team at Findex Wanaka are offering the local community an opportunity to talk with our specialists about their business. There is no charge and no hooks. You can bring your partner and your accountant with you if you want. We just want to help.

We are Wanaka locals too and we know first-hand how challenging the environment has been for business owners in our community. So, we’re making the experts in our team available to you, free of charge for a whole day. We’ll have our whole team of specialists on hand covering banking and finance, tax, insurance, retirement planning, business growth, governance and strategy. These aren’t people who do accounts or book keeping. These are specialists with deep industry expertise in their chosen field.

To receive expert business advice from our team, join us at theFindex Wanaka officeon 7-8 July 2021. Contact Bronwyn on 443 0086 or[email protected]to book your complimentary session.

Author: Paul Moodie | Senior Partner

Paul is a Chartered Director and Chartered Accountant. His clients include both public and private sector entities, as well as not-for-profit organisations. He has in-depth experience across all areas of governance, business management and leadership, as well as sales and acquisitions. An expert trainer and highly respected business facilitator and coach, Paul is a certified trainer of Franklin Covey’s ‘7 Habits of Highly Effective People’ and the de Bono Innovation Institute’s creative thinking skills. He is an independent Director on a number of boards and is a trustee of a number of charities. A clear thinker with a strong attention to detail, Paul is able to guide and support business owners and charities to achieve their goals.