“The Breakaway workshop exceeded my expectations and has given me an exciting vision for the future PLUS a clearly articulated step by step strategy to take us where we want to go”

Breakaway – 2 Day Business Planning Workshop

for Accountants & Financial Advisers

Upcoming Breakaway Workshops

9-10 August

13-14 September

8-9 November

22-23 November






The Breakaway – a group of riders who choose to ride ahead of the bunch leaving their competitors the task of catching them,
if indeed they can!

This 2-day workshop is entertainingly robust and productive.  You can be certain, that at its conclusion, you will have achieved a concise one-page plan that not only articulates a clear vision for your business of the future, but the road map for achieving it.

You will learn how to identify your ideal clients. We’ll discuss the changes affecting your profession and you’ll learn how to capitalise upon opportunities and manage the challenges.

But most importantly you will leave the workshop full of optimism for the future armed with the tools you need to get there. After completing the workshop you will have a blueprint for benchmarking the quarterly, 12-monthly and three-year targets necessary for achieving your vision. You will also have an immediate 90 day plan that focuses on the two or three immediate tasks that will make the greatest and fastest impact on your business.

“A must do if you want to take your business to the next level” – David Rylah, ADR Wealth
“Do it. It will give you the energy you need to succeed” – Kerry Bebendorf, Moore Stephens
“You will come away changed” – Craig Saywell, Saywells


Watch the video to see what past attendees have to say about the Breakaway Workshop:


Preparation questionnaire


60-minute action phone call with our Director of Coaching

View the agenda and full details

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