Every business needs someone close enough to have the inside story but with enough distance to give frank advice. Sometimes another experienced point of view — and not just on your financial wellbeing — is what you need to grow your business.

Your business is unique, which means the right approach is particular to you. You might be single-minded about building your business or you might be looking for a healthy business that gives you more time with loved ones or new projects.

We get to know you so our advice fits you and your goals, not a spreadsheet template.

Business development services

This is an area of our own business that is growing largely through word-of-mouth. And, broadly put, our business development services include:

Cashflow and budgeting

Proper budgets and cashflow forecasts are the fundamental indicators of business health. You need them and your bank might want them, too.

Key performance indicators (KPIs) and health checks

We work with you to decide on the right KPIs for your business. By calculating how your business is doing against its KPIs, we are able to give you periodic health checks.

Quarterly mentoring

Meeting at your office to go through your accounts with you, to talk about opportunities, risks and pressing issues, even marketing. We’re there as a sounding board. Quarterly meetings are an excellent way for you to schedule time away from working in your business to work on your business.


We look at all the circumstances around your business to make sure you’re not only in the best tax position but that your assets are protected and your wealth is secure. We’ll consider questions like superannuation and the right legal vehicles for your business — partnerships, limited companies, trusts.

Legislative watching brief

Laws change all the time, which creates legislative risk for every business. We keep you current on the changes that affect your business, making sure you benefit from positive changes and are protected from any downside. We’re keeping our eye on the laws and regulations that affect you, so you don’t have to.

Our clients will tell you that we innovate on their behalf; we communicate with them actively; we offer original advice; and we protect them. Working with our clients, we make a formidable team.
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