Creating Capacity Handbook

This handbook is designed to help you get the most out of your valuable time. It’s a practical hands on guide to help you:
  • Consider the value: What is your time worth?
  • Evaluate your service model
  • Construct a scaled service model
  • Deliver value to your clients

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How is time working for you?

That may seem like an odd question, but time is a resource—like money (some even go as far to say, “Time is money”). Do you feel like time is working for you?

If you’re like many of your financial planning peers, you recognise that time is highly valuable but may feel like it’s in short supply. This handbook is designed to help.

All of us have 24 hours to spend each day. Determining new ways to work more efficiently helps us to reach our goals faster.






Helping you achieve your client outcomes



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