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Title Article Text Hits
Four Focus Areas
  • Our people

  • Our clients

  • Our communities

  • Our shareholders

Our people. We believe that if we really focus on our people and attract, retain, develop, recognise, reward and engage with them in a caring and meaningful way, our clients will receive outstanding service. Our people also require the tools and technology to be able to service their clients. Finally, our people deserve clarity of performance expectations and ongoing feedback on their performance. The KPI that we

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Foundations

Finally, our four focus areas and KPI’s are supported by five foundations, some of which have been central to our past success, some which have emerged in recent times and some that will be critical to our future success. 

Our foundations are: 

  • Individual and aligned members firms. This simply reinforces the fact that we are a decentralised business and firms are the centre of our universe. Knowledge sharing, co-operation and shared values under-pin the competitive advantage that comes with

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Our vision, objectives and key focus areas

Our vision is to be the leading people in business and financial advice through trusted client relationships. 

We have deliberately chosen the words “leading people” to reflect our desire to be recognised for having the leading people in our respective markets and to promote the importance of great leadership at all levels, from team leadership to firm leadership.   Success will not come from leading people alone; it requires the careful development and maintenance of trusted client


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Comments - Kevin White, Managing Director

We have also been reviewing and up-dating our 3-year strategic plan over recent months. Like all successful companies, it is imperative that we constantly review and refresh our strategic direction, priorities and plans in keeping with changes to the internal and external environment. 

As you will be aware, there has been a major shift in emphasis over the last 12 months from our “Bigger / Broader / Better” strategy to one of organic growth and business improvement. Our recent review has

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Results

Like most businesses, WHK has not been immune to the trials, tribulations and turmoil of the last 12 months, but I am pleased to say that our Group has weathered the storm much better than most companies, and especially companies in our sector.

During the year, our revenue base grew by 7% to $420 million, with Business Services achieving 11% growth, including the contribution from prior year acquisitions, while Financial Services fell by 3% on the back of the sharp decline in financial

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Plan on a Page

Click here to download our Plan on a page pdf.

Click here to view it in your browser.

 


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Strategic Planning

Chief Operating Officer’s Commentary

In recent months we have undertaken a comprehensive strategic review to clarify our vision, strategy, direction and focus for the next 3 years. This has involved the firm CE’s, the Directors of WHK and the senior management team in the corporate office. The outcome can best be summarised by a new 3 year "plan on a page" which I have had the opportunity to ‘road-test’ with many Principals and staff in the five or six firms that I have visited throughout July

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Thank You

As Kevin and I travel throughout Australia and New Zealand in the coming year, we will endeavour to share and explain this new 3 year strategy to as many Principals and staff as possible, in support of your CE’s who will also be working to communicate the strategy in local terms and in a way that demonstrates alignment with local plans and actions.

In closing, like Kevin, I would like to congratulate and thank all Principals and staff for their efforts and contribution in FY09. In the face of

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Year in Review

Message from Kevin White, Managing Director, and Mike Pepperell, Chief Operating Officer on the 2008/09 results and 3-year plan to all Principals and staff

Managing Director's Commentary

As you are well aware, the last 12 months has been an exceptionally challenging period.
Indeed, it would not be an exaggeration to suggest that 2008/09 has been one of the most turbulent and volatile periods in the last century, requiring massive intervention by governments and regulators around

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