Bachelor of Administration: Dip of Financial Planning, Financial Advice and Services
As a business coach with Slipstream Group, Jon believes in building real-life partnerships.
“Success in business, as in life, is built on trust, honesty and integrity, backed up by ensuring you deliver on a promise. Being consistent in your offer underpins success and creates real value in the eyes of your clients.”
Industry award-winning Jon Petie brings three decades of financial expertise to the clients at Slipstream Group. His excellent reputation, coupled with his longevity in business and exceptional retention rate, serves Slipstream Group's clients well as he advises them on achieving sustainable growth in their businesses.
“I guess I relate my own success in business to our wonderful long standing clients. Where clients are clients for literally decades, referring family and friends based on their trust and their experience of our business, I think is the most humbling compliment. I’m very proud of this and even though I may not be THE advisor today, the team has continued on to ensure a high level of consistency of service.”
Jon has a genuine desire to use his wealth of knowledge and experience to help firm owners in achieving their goals. His financial planning process aligns perfectly with the coaching process as it's about understanding what a person wants in their life and their goals.
"You can't produce a perfect solution overnight. It's about a journey and a relationship; it's not transactional," Jon said. "Thirty years of running my financial business taught me that you must take an initial complex thought and turn it into a reality step by step. With many moving parts, it's a matter of seeing the firm's position, assessing its strengths and weaknesses, and setting a course for improvement."
Having recently returned from an enjoyable European holiday, Jon and his wife, plan to continue to tick off Aussie and O/S destinations on "The Bucket List”.
Jon also enjoys all codes of football (more so the round ball version), along with cricket, fishing and sailing. Also, Jon has been known to carve up the local golf course (much to the chagrin of the resident greenkeeper!).
And when not supporting Slipstream’s clients, Jon loves to crank up the pizza oven and invite some friends over for pizza and wine nights.