Built to last.
Ready for leverage.

A breakfast briefing for business owners who are ready to build freedom on the foundations of past sacrifices.

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THE FLOW THAT IS BUSINESS

Ready to make 2025 your year to scale?

Let's face it, the past few years have been HARD for a lot of small businesses, first with Covid and then through this downturn.

It's time to leverage and scale, without compromising yourself. While we're optimistic about 2025, what got you surviving this far, won't get you thriving.

If you're ready to make 2025 the year you leverage the foundations you've built, start to scale and enjoy the freedom that comes along with business ownership, we'd love you to join us for this breakfast briefing event.

Tickets are just $47
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Join us for breakfast on Tuesday, 25th February

We'll hear from John Berry, Co-Founder and CEO of Pathfinder, Awarded Best Ethical Kiwisaver by Mindful Money 2021, 2022, 2023, 2024 and the Supreme Transforming Aotearoa NZ by the Sustainable Business Network 2023.

Then, our experts will share the strategies and tactics they're using with their own clients in 2025 to move them from struggle to strength. You'll hear from each business discipline and practically formulate your own priorities by the end of breakfast.

North Shore Golf Club
51 Appleby Road, Albany, Auckland

Tuesday 25th February 2025
9am - 12:30pm

Tickets are just $47
...

This event is for you if...

Not just inspiration.
You'll walk away with practical next steps.

A simple agenda, with interactive materials to help you align your priorities for 2025:

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What you've given up has set the stage for everything you're about to gain.

We've curated a line-up of business experts across all disciplines to help you leverage the foundation you've built and take your business to the next level.

KEYNOTE
REFLECTIONS
...
Pathfinder's KiwiSaver was recognised as 'Best Ethical KiwiSaver Fund' four years running by Mindful Money and John Berry was personally recognised in 2024 by Robert Walters with the 'NZ Sustainability Leadership Award'. Learn first-hand how he and his team built and scaled for growth.
CAPITAL
AND
CASHFLOW
...
Despite steady sales, cash flow can be crunchy at this stage of business. Worried about paying bills, suppliers, or payroll? Unable to invest because despite working all hours, profitability is not yet stable?
OPERATIONS
AND
TECHNOLOGY
...
To scale, you've got to have your systems and processes humming. If you're underinvested and micromanaging, you're not operating at optimal efficiency. It's costing you time, money and customer satisfaction.
LEADERSHIP
AND
PEOPLE
...
Let's start with you! Burnout is just around the corner if you're exhausted or overwhelmed because the business demands every ounce of energy. It's time to lead and delegate, and there are various models and budgets to suit bootstrapped businesses.
BRAND
AND
MARKETING
...
Growth requires an entirely different strategy from survival, but you've got to have the foundations 100% before you invest, especially if competitive pressure is knocking at your door.
PROTECTING
AGAINST
RISK
...
Protecting what you've built so far is fundamental to future proofing your growth. Make sure you've got your checks and balances in place.
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Meet our speakers.

... Keynote Speaker John Berry Co-founder, CEO & Resident Wayfinder at Pathfinder Asset Management

John believes ethical investing can fund a better, more sustainable world - and deliver great financial returns. He co- founded Pathfinder in 2009, and champions the idea that businesses and individuals can both make a profit while also contributing to solutions for some of the world's major challenges.

... Your Host Dom Bish

An MBA-qualified entrepreneur and founder of Bolster Risk Management, Dom Bish brings a unique blend of expertise and real-world insight into the opportunities and challenges facing New Zealand's small businesses.

He is passionate about helping owners scale their businesses, build resilience, and create legacies that contribute meaningfully to the economy.

Gina Cook
Partner, BDO
...

With over 25 years of experience, Gina Cook is an Advisory Partner at BDO Chartered Accountants and Business Advisors.

She is known for her strategic acumen and dedication to helping business owners achieve their goals through tailored strategies and financial insights.

Anthony McMahon
CIO, Target State
...

In today's hyper-connected world, technology is no longer an option - it's a necessity. Anthony McMahon helps businesses leverage technology to gain a competitive advantage.

He'll share insights and strategies that will empower you to make informed decisions, drive innovation, and achieve your business objectives.

Craig Shepherd
MD, Smart Installations
...

Craig's leadership is characterised by a strong focus on strategic planning, business development, financial and operational management, and effective stakeholder engagement.

His career highlights include successfully leading national and international projects across diverse sectors, including facilities management, energy, and technology.

Gaelene Adams Love
MD, Team Fusion
...

Team Fusion International Ltd, led by Gaelene Adams Love, a Business Leadership & Relationship Coach, empowers individuals, partners and couples in business to be better together. For 20 years, Gaelene has helped businesses grow, focusing on healthy relationships as the foundation of success. Their holistic approach balances business, relationships and family. This is "Better Business Together."

Marijke Timmers
Founder, The Marketing Collective
...

Marijke Timmers is the Founder of The Marketing Collective - a collaboration of high performing marketing specialists, driven to launch and scale brands with purpose.

We help small-to-medium sized businesses build profit and legacy through one-on-one coaching, online training courses and impact-led experiences. It's like having a CMO in your pocket!

Chris Waters
Founder, Watershed Brand Lab
...

With expertise in building strong connections between businesses and the people that interact with them, Chris delivers considered and functional graphic design and branding outcomes for businesses wanting to elevate their presence in the world.

Transforming ideas into compelling, engaging designs with enduring and distinctive brand value.

Dom Bish
Financial Advisor, Bolster Risk Management
...

Dom Bish is a business financial adviser with over 11 years of experience, guiding business owners with teams of 5–20 or revenue under $10M.

Combining practical expertise with an MBA, Dom helps clients strategically build business value, exit on their terms, and secure financial freedom with confidence and peace of mind.

Steve Graham
Partner, McVeagh Fleming
...

Steve Graham is a partner at McVeagh Fleming. He has over 20 years' experience as a commercial lawyer.

Steve thinks good quality professional advice is essential throughout the business life cycle - and enjoys helping his clients with what they do, and seeing the rewards that may result.

A stunning setting

North Shore is a premier golf club located on the upper fringes of the Waitemata Harbour, adjacent to the fast-growing Albany area. A feature of the club is the 27 championship-quality golf holes located in a beautiful bush setting.

Our breakfast briefing will take place upstairs, in the main dining and bar area, with views over the lush course. After helping yourself to coffee, tea, juice and light breakfast refreshments, you'll find a table and take your seat.

Following the briefing, you're invited to join us in the lounge for networking, although we appreciate many of you may need to get back to the office. This is a comfortable venue and an open space, to enjoy at your leisure.

North Shore Golf Club is located at 51 Appleby Road, Albany, Auckland, and there is plenty of parking on-site.

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... ...