Business planning & advisory

Who this is for

Business owners who want a regular financial sounding board.

A clearer scope

Bring your questions to a structured conversation. We help you organise assumptions, explore operating scenarios and consider the implications for your business.

Included in your scope

• Operating budget and scenario review

• Cash-flow planning discussions

• Management reporting review

• Agreed decision and action notes

Outside this scope

• Investment or lending recommendations

• Capital-raising guarantees

• Legal, audit or regulated investment services

What you receive

A practical planning rhythm and clearly documented assumptions.

Starting point

From $1,250 / month