About Us

History

Simply Strategic had its beginnings in 1991 with the inception of our boutique business consultancy, Emerald Consultants.
Emerald Consultants specialized in assisting financial service professionals to become more productive and profitable through increasing their marketing and client relationship skills.

In 2002 we re-branded as Simply Strategic and increased our level of specialization to focus exclusively on the accounting and legal professions.
During this time we also moved from providing individualized executive coaching to the development of proprietary development programs based on proven psychological frameworks to achieve long term behavioral change.

Dr Lynley McMillan

Lynley has over 20 years business experience. Her qualifications include:

PhD
PGDipClinPsy
MSocSc (Hons)
BSocSc

Dr Dave McMillan

PhD, PGCert.BusRes, MBA (Distinction), Cert.Teaching

The changing landscape of financial services creates challenges and opportunities for firms to move beyond functional expertise and into the sphere or ‘high touch’ relationship management.
Dave’s experience and qualifications focus on helping professional service firms develop and implement successful strategies for establishing, maintaining and extending quality business-to-business relationships.

Qualifications:

PhD (Waikato, New Zealand: Business to Business Loyalty)
Post Graduate Certificate in Business Research (Waikato, New Zealand)
MBA with distinction (Waikato, New Zealand: Customer Satisfaction in the New Zealand Life Insurance Industry)
Certificate in Teaching (Wellington, New Zealand)