Tag Archives: Bali

Bali Retreat for Wealth Planning Partners

 

Well, the inaugural Wealth Planning Partners (WPP) retreat has been held, done and dusted in Canggu, Bali, Indonesia.

Bali has never been high on my list of Must See places, but I can certainly see why the Aussies have been heading there for decades! The Balinese are friendly (tho more than happy to take the tourist dollars) the beer is cold, and the weather is always warm and humid which most of us are used to.  Basing our stay in Echo Beach between the rice fields and beaches was really special and a lot was accomplished.

We kicked off our first day with a Mexican dinner which served the three of us, with drinks for under $50.  Expensive by local standards!  The following morning was a massage each and session on Social Media and why it’s so important to an adviser’s business going forward.  After lunch, one of our guest speakers, Ian, a lawyer from Brisbane dropped by and we learned about Trusts and structures used for the protection of wealth and to note when we need to recognise that our clients need to sit down and discuss further with a lawyer.

But it wasn’t all work and for Saturday we met up with some friends in Kuta, and headed to Tannah Lot in the afternoon for a sunset tour.  It’s really been commercialised, but certainly some great photo ops!  Then we hit Ubud on Sunday for the Paon Bali Cooking School.  By evening we’d had a spa treatment at Ayana Spa (formerly the Ritz Carlton) and finished off at the Rock Bar for drinks.   If you ever get a chance to go to Bali, all of these are a Must Do!

Monday, it was back to the grind and we were joined by another guest who filled us in on the Big 4 banks, where they sit in the Aussie economy and how we all fit into the grand scheme of things.  A great ‘who’s who in the zoo’ for the rookies.  Ian followed up with a second session, this time on the benefits of Key Man cover and Debt Reduction planning in Business Risk.  We found a great hotel for lunch at the suggestion of a local and loved the artifacts on display at the Hotel Tugu, apparently the life’s work and collection of a wealthy Javanese businessman, now on display for all to enjoy.

Tuesday, we all worked on our ‘WHY’ – why do we want to be planners? what can we give back to the customer? what’s so special about us? and why would you want to use WPP and it’s advisers?  Always a spot of soul searching goes on there, but great to revisit for me, and good for the guys to explore.

If the whole trip was to have us work more cohesively as a team and understand our individual roles, then the trip was a resounding success.

Learning what we can do when we play as a team has been good for us all.  I just know it’s going to be a great year for WPP!

The Travels Begin

 

So my year of tripping is about to commence.

Our Marketing Discovery sessions with clients and colleagues wrapped up last week.  The family then kicked back with friends over a BBQ, I took off to a movie (The Book Thief!) and rested up over the Australia Day long weekend and tomorrow marks the start of my travels for 2014.  A full month or more at home is a bit out of the ordinary for me!

I’m off to Newcastle to see a potential client, then drive to Sydney the following day for the branding review, have lunch with a colleague and meet with lots more clients over the course of the Friday evening and Saturday, before returning to the Gold Coast.

I’ve also been busy prepping for our big trip next Thursday to Bali for the first Wealth Planning Partners offshore retreat.  Our sessions on Marketing, Social Media and Business Planning are covered off.  I’ve a bit more work to do on our Client Value Proposition and Service Level Agreements and the Client Experience but am looking forward to everything that we’ll uncover whilst there.  I’ve booked in a cooking class and Spa Treatment while we’re there and the boys are hoping for new tailor made suits too!

After that, we’re off to Kuala Lumpur, Malaysia to join other delegates from around the world at one of the premier events for financial advisers, The Million Dollar Round Table Experience.  Should be good!  Might even try for another Food Tour when we’re there.  I’ve done them before and they’re great!

I’ve also had another first this week.  I’ve always wanted to be a published author, so have started small and contributed an article to a book called Financial Freedom Explained by Mithra Publishing.  I’ve ordered a few copies of that and am looking to turning over the pages to see how it all turned out!

Busy times!

More soon on my adventures!

2013 Wrap Up

 

Well, 2013 has been a huge year for me!

I’ve had the privilege of heading off on three overseas adventures – twice to the United States and once to Thailand; diving the Great Barrier Reef; assisting clients with retirement savings needs, protecting their lifestyles, assisting with claims handling when things go pear-shaped; meeting some amazing people; cooking up some fantastic feasts and indulging in some great food and drink in beautiful places with wonderful company and getting to kick back with family and friends.

I figured I might just have to start a blog and share some of my adventures.

I’ve already got trips to Sydney and Melbourne for work lined up; an off-shore work retreat for the team to Bali; a conference in Kuala Lumpur with the Million Dollar Round Table (MDRT) amongst other challenges.

I’m really looking forward to three weeks R&R over the Xmas and New Year break, resting, refreshing, reading and writing and getting my head into a great place for a new year.

Catch you there!