Service
Financial Adviser Strategic Planning
5 categories registered, 2 categories rejected  
This a personalised approach to Strategic Planning comprising of a half day (up to 4 hours) planning session with the business owners developing Vision, Values, Strategic Objectives, KPI's and developing a tactical implementation plan. It is a one-to-one service in other words.

It is particularly relevant for businesses affected by COVID-19 who are needing to re-assess their strategy in light of changed business conditions, and who particularly need guidance in developing stronger marketing platforms and enabling digital advice delivery.

It is expected that a further 4 hours of support will be provided post-planning session in refining and documenting the Strategy for key stakeholders. It is anticipated that the total time commitment from the business owner will be approximately 16 hours, including the half day personalised planning session.

Cost is $2,800 (+ GST).

Upon completion the Financial Adviser will have a clearly articulated business objective, with key success indicators identified, a strategy which is consistent with the business owners values and capabilities, and an implementation plan for the achievement of business objectives.
Status Comments History
Registered A service is unable to be registered under both the Management Capability Fund and COVID-19 support. Please resubmit a separate service to register under the COVID-19 business advisory fund. 7/08/2020 Service created
10/08/2020 Registration Granted
15/09/2020 Description Changed
16/09/2020 Registration Granted
Service Category Fund Provider Status Comments History
Business Planning NZTE Registered 7/08/2020 New Registration Requested
10/08/2020 Registration Granted
Business Systems NZTE Registered 7/09/2020 New Registration Requested
8/09/2020 Registration Granted
COVID-19 Support NZTE Rejected 6/09/2020 New Registration Requested
7/09/2020 Registration Rejected
7/09/2020 Registration Requested Again
8/09/2020 Registration Rejected
15/09/2020 Registration Requested Again
16/09/2020 Registration Rejected
Digital Enablement NZTE Rejected 7/09/2020 New Registration Requested
8/09/2020 Registration Rejected
15/09/2020 Registration Requested Again
16/09/2020 Registration Rejected
Governance NZTE Registered 7/08/2020 New Registration Requested
10/08/2020 Registration Granted
Managing Resources NZTE Registered 7/09/2020 New Registration Requested
8/09/2020 Registration Granted
Marketing NZTE Registered 15/09/2020 New Registration Requested
16/09/2020 Registration Granted
 
Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman

Events

 
View Strategic Planning Wellington Tony Vidler Thursday, 1 October 2020 Thursday, 1 October 2020 One on One
View Strategic Planning Wellington Tony Vidler Thursday, 22 October 2020 Thursday, 22 October 2020 One on One

Are you sure you wish to Cancel this Service? This will also Cancel all of its Events and Bookings. Vouchers will be returned as necessary.