A set of wings for a high achiever

Peter Johnson

Superannuation and taxation expert

How an enjoyable collaboration contributes to year on year success

At the outset

Peter Johnson is one of Australia’s foremost superannuation and taxation experts. Blessed with a razor sharp mind and an uncanny ability to make even the densest legislation navigable, Peter’s life is characterised by making changes rapidly and taking up new opportunities. It’s inherent in Peter’s nature to quickly assess such opportunities and to take action straight away. Exciting as such happenings can be, Peter recognises the importance of delivering on promises to core clients whilst being a dedicated family man and achieving other life objectives. More than an accountability buddy, Peter needed a flexible structure to keep everything on track.

The process

For the past seven years, Peter and I have been collaborating using two of my Accomplishment Frameworks, the 90 Day Plan and the Annual Review.

There are two parts to Peter’s 90 Day Plan, being business and personal. The former revolves around Peter’s core Advisers Digest business, primarily producing quality content in line with production targets and securing annual subscriptions. The latter covers all aspects of Peter’s life, including fitness, family, travel, home base and wealth accumulation. Expectations are set at the start of each period and then there is a monthly check in to ensure the targeted outcomes are achieved.

Peter keenly anticipates the Annual Review component which occurs every December. This involves objectively reviewing 7 aspects of Peter’s life that he has nominated as being of intense personal importance. Each of these aspects gets rated out of 10, with the aggregate score then converted to a percentage and carefully compared to previous years. This analysis provides deeply significant insights that are factored into planning the year ahead.

The outcomes

Over the duration of his personal coaching journey, Peter has accomplished many things. The core business remains relevant to its market, with loyal clients being joined by new subscribers. Peter has successfully purchased, renovated and sold various offices and residences, not to mention acquiring and disposing of business interests when opportunity knocked. He has travelled extensively, supported family members, obtained another professional qualification and indulged his passions for cars and boats – all areas he nominated as being important to him. Oh yes, he has also gratefully welcomed two more children into the family. All of this has been accomplished in the context of frameworks which ensure Peter’s overall objectives don’t get lost amidst all the activity.

In his own words

I’ve really enjoyed the coaching process with Scott. It keeps me on track and helps me to achieve what’s important in my life. The prescheduled monthly check in calls ensure that I get done what I’ve set myself to do and I love the annual review process which closes out the year.

Interested in exploring how I may be able to assist?

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