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Example tasks

Below are a diverse range of practical solution-based tasks that I carry out built around your short, medium and long term goals

Diary management

  • managing single or multiple calendars

  • arranging video calls

  • scheduling recurring reminders

  • to-do list integration

Relocation management

  • co-ordinating with estate agents

  • location research

  • academic institution comparisons

  • managing logistical arrangements

  • overseeing the move

Financial planning

  • creating a quarter-by-quarter annual plan of key activities

  • sourcing financial advisers, wealth managers, solicitors and accountants to manage your portfolio of properties and investments

  • carrying out a direct debit audit

Event management

  • venue sourcing

  • managing invitations

  • liaising with guest speakers

  • agenda management

  • arranging team building activities

Travel management

  • organising a multi-stop business trip

  • scheduling overseas client meetings

  • maximising hospitality loyalty programmes

  • producing a luxury trip itinerary

Health & well-being

  • arranging health/medical checks

  • finding a coach/mentor

  • scheduling a regular exercise plan

  • organising social activities and events

  • obtaining quotations for health insurance 

  • arranging private hosting events

Project management

  • setting up of new processes

  • managing key milestones

  • timeline tracking

  • researching new/upgrading of IT equipment and software

Relationship management

  • arranging social events/activities

  • supplier management

  • managing key stakeholder relationships

  • arranging client hospitality

Future planning

  • obtaining quotations for life insurance

  • sourcing critical illness cover

  • assisting with Lasting Powers of Attorney for health and welfare and/or property and financial affairs

  • arranging of will preparation

If you would like to discuss any of the above in more detail,

or have a specific enquiry, then please do get in touch by clicking below:

If you would like to find out more about me and how I can support you then please do get in touch.


Contact Me

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