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by Matthew Burgess (Author)
Through the support of advisers right around the country, I have been fortunate to build a very successful practice helping advisers help their clients achieve their goals. One of the ways that I have historically tried to 'give back' to the adviser network has been through seminar presentations and the practical tips that can be shared in that environment are often invaluable. With the increasing popularity of 'social media' over the last few years, in 2010, I committed to sharing on a weekly basis practical tips and 'war stories' of issues that advisers and clients had raised with me from week to week. While all of the posts are available via the following site - http: //blog.viewlegal.com.au/ this book is hopefully a very useful tool in that it puts into one place each of the posts under the half a dozen or so main headings that have featured since 2010. Also, by centralising all posts electronically in one place, it allows searching on particular topics to be done more easily. As is the case with the blog site itself, any feedback that you have in relation to this book would be gratefully received.
Author Biography
Matthew Burgess is one of the four directors and founders of specialist firm View Legal. Having the opportunity to help clients achieve their goals is what he is most passionate about. As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models. Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia's first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $1 a week. Matthew's specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 'Best Lawyers' list for trusts and estates. Work is one aspect of his life Matthew loves, so there is no need to be constantly searching for 'balance'. His other great loves are: 1. Family - they are profiled in various ways through the series of children's books he has written under the pseudonym 'Lily Burgess' - seewww.wordsfromdaddysmouth.com.au and various TV commercials; 2. Learning - going cold Turkey on television and most forms of media in late 2005 has radically increased Matthew's ability to study the great authors and inspired him to recently publish a book that explores the concept of 'true success' - see www.thedreamenabler.com.au 3. Health - aside from being a foodie and swimming at least a 5km a week, Matthew installed a stand up workstation in 2007 and among a few other lifestyle choices, it changed his life.
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by Matthew Burgess (Author)
Through the support of advisers right around the country, I have been fortunate to build a very successful practice helping advisers help their clients achieve their goals. One of the ways that I have historically tried to 'give back' to the adviser network has been through seminar presentations and the practical tips that can be shared in that environment are often invaluable. With the increasing popularity of 'social media' over the last few years, in 2010, I committed to sharing on a weekly basis practical tips and 'war stories' of issues that advisers and clients had raised with me from week to week. While all of the posts are available via the following site - http: //blog.viewlegal.com.au/ this book is hopefully a very useful tool in that it puts into one place each of the posts under the half a dozen or so main headings that have featured since 2010. Also, by centralising all posts electronically in one place, it allows searching on particular topics to be done more easily. As is the case with the blog site itself, any feedback that you have in relation to this book would be gratefully received.
Author Biography
Matthew Burgess is one of the four directors and founders of specialist firm View Legal. Having the opportunity to help clients achieve their goals is what he is most passionate about. As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models. Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia's first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $1 a week. Matthew's specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 'Best Lawyers' list for trusts and estates. Work is one aspect of his life Matthew loves, so there is no need to be constantly searching for 'balance'. His other great loves are: 1. Family - they are profiled in various ways through the series of children's books he has written under the pseudonym 'Lily Burgess' - seewww.wordsfromdaddysmouth.com.au and various TV commercials; 2. Learning - going cold Turkey on television and most forms of media in late 2005 has radically increased Matthew's ability to study the great authors and inspired him to recently publish a book that explores the concept of 'true success' - see www.thedreamenabler.com.au 3. Health - aside from being a foodie and swimming at least a 5km a week, Matthew installed a stand up workstation in 2007 and among a few other lifestyle choices, it changed his life.
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