Zoe Shacklady: Seller

Past Seller, No More Practice

"Coming to market with my business right now would not have been the right thing to do. Uncertainty gives people leverage against you. "

Areas of Expertise: Series 1, Financial Planning, Succession

Ask me a question

Cancel reply

Experience

Zoe is the former Contracting Adviser and owner of Financial Composure Pty Ltd – a member firm of Genesys Wealth Advisers. She has been a Financial Adviser for over 10 years and has assisted countless clients through the maze of superannuation and life insurance.

As an adviser, Zoe is prides herself on the ability to cut through financial jargon for every day Australians.

Zoe delights in tailoring strategies to best suit her clients’ particular needs – giving them the understanding they need in order to feel in control of their decisions and simplifying the process for them to take action.

In 2010, Zoe was profiled as she sold her financial planning practice in the first series of evoTV’s reality TV program, No More Practice.

Latest Content

Lessons learnt from the No More Practice show

Wednesday, 26 September 2012

This entertaining session, hosted by Rod Bertino, Principal of Business Health, catches up with the sellers from past series. The business owners talk about the unique experience of going through the No More Practice process, the insights gleaned from mentors, experts and judges, and where they are now. Play

Is your business worth what you think it’s worth?

Monday, 5 September 2011

Catch up with Zoe Shacklady, one of our sellers from No More Practice Series One, on life after the sale of her business. She discusses uncertainty around FoFA and how this can impact potential business valuations. Play

What to Expect This Season with Zoe Naylor

FOFA and beyond

Monday, 18 July 2011

Last year we released No More Practice to wide acclaim from the advice industry, with more than 12,600 viewers watching two planners sell their businesses. This year the show has become a whole lot bigger. Play

Episode 6: The Done Deal

Wednesday, 29 September 2010

After a rough ride, will Zoe’s sale finally go through; and will Matthew be able to replace the income he’s lost by selling the commission clients? Play

Episode 5: The Home Stretch

Wednesday, 22 September 2010

It’s time for financial adviser, Zoe Shacklady to make a bold move to get the negotiations with Genesys Wealth moving again so she can sell her practice. Play

Episode 4: Win Some, Lose Some

Wednesday, 15 September 2010

It’s crunch time as deadlines move, and buyers move away from the table. Play

Episode 3: So Far, So Good

Wednesday, 8 September 2010

Things are progressing well with the sale of Zoe Shacklady’s financial planning practice. Play

Episode 2: The Road Ahead

Wednesday, 1 September 2010

We join Zoe and Matthew, two advisers selling their businesses, as they look at what their financial planning practices are worth on the open market. Play

Episode 1: The Players

Wednesday, 25 August 2010

Meet our two financial advisers as they attempt to sell their businesses. Play

More Sellers

Viewing