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March 2025

Making your business work for you means building a strategy that supports your ideal lifestyle, ensures long-term success, provides a stable income, and is guided by expert business advisors who help you make smarter financial decisions.

Making your business work for you: securing your lifestyle

Is your business providing the income you need to secure your desired lifestyle? We’ve got some tips for boosting revenue, profits and your ability to draw down income.
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Improve your sales pipeline with a smart business strategy that attracts new customers and drives growth

Sales expectations are improving in 2025

Nearly a third of Kiwi SMEs expect stronger sales in 2025, but 27% are falling behind. Improve your sales pipeline, attract customers, and refresh your strategy with these tips!
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Spreadsheets may have worked for financial planning, but as your business grows, a business advisor can help you transition to integrated software systems that boost accuracy and streamline operations.

From Spreadsheets to Systems

Is it time to break up with Excel? As your business grows, sticking with spreadsheets might be holding you back. Discover why upgrading to smarter, integrated software systems could be the change your business needs.
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