Building a successful and healthy business culture is not a result of a ‘default’ setting! Rather, the hard-won product of planning, research and a long-term investment in the organisation’s people.
Carissa and Charles will give you their perspective on the power of ‘letting go’, recognising diverse views in the workplace, and the techniques and tools to get people’s ideas.
Hear their stories and find out how you could change your culture to reflect your organisation’s values and beliefs and to reap tangible rewards for yourself, your workmates and your clients by building a healthy and successful business culture.
About Charles Badenach: Charles Badenach represents the new breed of financial planner in Australia, being highly educated, innovative and focussed on delivering best practice outcomes to his clients. With a strong background in the law, Charles has worked in financial services for over 17 years, having previously been a Principal at the ASX listed Shadforth Financial Group (now part of the IOOF Group).
Charles founded Main Street Financial Solutions in 2014 as a “greenfields business “ and has grown the business significantly in that time to where they now have 9 staff, over 250 clients and manage investments of over $200 million.
About Carissa Fairbrother: Carissa has a wealth of client advice experience; she began her career in Wellington working as an Insurance Adviser in 2001. After a few years overseas in Ireland, on her return to New Zealand in 2008 Carissa and her husband Tim set up their financial planning business, now with a team of 18 – RIVAL Wealth. Carissa has been practicing as an impartial financial adviser ever since, while juggling bringing 3 young people into this world (taking minimal time off being self-employed) and is a long-term member of the Institute of Financial Advisers.
With a knack for making what can be a boring world of finance, exciting and relevant, she loves working with people, guiding them towards a better financial future. She is an established keynote speaker and you’ll frequently see her at numerous events held throughout New Zealand. Along with a successful working life, Carissa manages their growing family and household, travels the country speaking at events, advising new clients and giving exceptional service to her existing clients – Carissa has been described as a ‘force for good’. Carissa’s areas of expertise focus on specialist business insurance planning, ACC, and personal risk management.
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