Jade Khao CFP®

Advice Director, ANZ

Jade is a CERTIFIED FINANCIAL PLANNER Professional and executive leader with excellent career credentials in the financial services sector having leveraged strong leadership, change management, technical, communication and relationship building skills to manage the full spectrum of advisory engagements including multimillion-dollar projects. Jade has a proven track record for improving business processes, driving transformational change and leading large teams to deliver quality service in high-volume, client-facing environments.

Articles by Jade Khao CFP®

Jade Khao CFP®

Top tips for business succession planning – from a financial planner

Whether you're a founder of a thriving enterprise or a small business owner with big dreams, one thing is certain: your business won’t run itself forever. Succession planning is often overlooked until it’s too late, but a well-thought-out exit strategy can be the difference between a smooth transition and a chaotic scramble. So, when should you start planning? What should you consider? And how do you avoid common pitfalls? Here are the top tips...

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