Your Story is Our Business Findex

When CEO Kim Morton needed to navigate the complexity in her organisation’s story, Findex helped her do it.

In this episode, Kim Morton and Susan McNarn of the Hawksbury Community Living Trust, along with Crowe Australasia Audit Senior Manager Matt Dent, share their experiences, including:
- What differentiates businesses within the health industry
- Operating a people-first business
- Growth strategy for the Hawksbury Community Living Trust

Hawksbury Community Living Trust provides community residential support services to assist adults with intellectual disabilities to live in their community. With houses in Christchurch and Dunedin, the Trust provides homes with 24-hour staff support, supporting residents with their shopping, preparing meals, chores, personal assistance, socialising in the local community and finances.

Your Story is Our Business.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

All opinions, conclusions, forecasts or recommendations are reasonably held at the time of recording but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. Please refer to our website for full disclaimer information https://www.findex.co.nz/disclaimers/disclaimer-and-disclosure

In this episode, our host and Audit Senior Manager Matt Dent reflect upon the discussion from episode 5. Matt discusses what makes Hawksbury special and the passion so clearly demonstrated from Kim and Susan.

He also delves further into how a Trust operates and why it is so beneficial and effective for an organisation like Hawksbury Community Living Trust.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

All opinions, conclusions, forecasts or recommendations are reasonably held at the time of recording but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. Please refer to our website for full disclaimer information https://www.findex.co.nz/disclaimers/disclaimer-and-disclosure

When Ross and Dimity needed to write the next chapter in Millah Murrah Angus Stud’s story, Findex helped them do it.

Millah Murrah Angus is a seedstock beef cattle organisation near Bathurst in Central West New South Wales. Their mission is to produce leading genetics for the commercial beef industry in harmony with sympathetic land use practices. In this episode of Your story is our business, our host and Wealth Management Partner, Daniel Roberts, discuss:
- The Millah Murrah annual bull sale
- Environment sustainability and regenerative farming
- Ongoing business improvements
- Growth
- And generational success planning.

Your Story is Our Business.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

All opinions, conclusions, forecasts or recommendations are reasonably held at the time of recording but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. Please refer to our website for full disclaimer information: https://www.findex.com.au/disclaimers/disclaimer-and-disclosure

Our host and Findex Wealth Management Partner, Daniel Roberts reflect on the discussion with the co-owners of Millah Murrah Angus Stud. Including how farmers can forward plan to prepare for uncontrollable variables and what issues and sensitivities can arise during the success planning process.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

All opinions, conclusions, forecasts or recommendations are reasonably held at the time of recording but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. Please refer to our website for full disclaimer information: https://www.findex.com.au/disclaimers/disclaimer-and-disclosure

When Greg and Mark needed to write the next chapter in BISON Group’s story, Findex helped them do it.

BISON Group Limited is a New Zealand-based technology company established in 2015 by the Fahey brothers. BISON was one of the few companies globally with a tailor-made solution to validate the verified gross mass (VGM) requirements under the new Safety of Life at Sea (SOLAS) regulations developed in 2016. Since then, the company has grown rapidly – with customers in 60 countries globally – through providing a range of hardware and software solutions that empower shippers to lift and weigh containers – anywhere, anytime, at lower cost.

In this episode, BISON Group CEO Greg Fahey and Findex Tax Advisory Senior Partner Jarod Chisholm discuss:
- BISON Group’s shift in response to COVID-19
- Developing a business plan as a start-up
- Maintaining ongoing business development
- And what the future holds for BISON Group

Your Story is Our Business.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

All opinions, conclusions, forecasts or recommendations are reasonably held at the time of recording but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. Please refer to our website for full disclaimer information: https://www.findex.co.nz/disclaimers/disclaimer-and-disclosure

In episode 3 of Your story is our business, we were joined by CEO of BISON Group in Dunedin, Greg Fahey.

In this episode, Findex Tax Advisory Senior Partner Jarod Chisholm reflects with our host on the start-up scene in Dunedin and wider New Zealand and what makes it a special location for entrepreneurs? They also discuss how to continue growth and develop and what it takes to start a successful business.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

All opinions, conclusions, forecasts or recommendations are reasonably held at the time of recording but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. Please refer to our website for full disclaimer information https://www.findex.co.nz/disclaimers/disclaimer-and-disclosure