The People Behind Your Financial Strategy
We're not your typical finance advisors. Our team brings decades of hands-on experience working with Australian businesses—from family-run operations to growing enterprises. We've seen what works and what doesn't, and we're here to share that knowledge.
What We Actually Do
Finance gets complicated fast. Our job is to make it clearer and help you make better decisions without the jargon or unnecessary complexity.
Strategic Planning
We work with you to build financial plans that fit your actual circumstances. Not templates. Not one-size-fits-all approaches. Real strategies based on where your business is now and where you want it to go.
Cash Flow Management
Running out of cash is one of the quickest ways a business fails. We help you understand your cash patterns, spot problems early, and create systems that keep money flowing smoothly throughout the year.
Growth Support
Scaling up brings new challenges. We've guided businesses through expansion phases and know the financial pitfalls to avoid. Our approach focuses on sustainable growth that doesn't overextend your resources.
Compliance Navigation
Australian business regulations change regularly. We stay current so you don't have to spend hours researching. We'll make sure you're meeting requirements without drowning in paperwork.
Meet Some of Our Team
We're based in New South Wales, but we work with businesses across Australia. Here are a few of the people you might be talking to.
Callum Brandt
Senior Financial StrategistCallum spent fifteen years in corporate finance before joining us in 2019. He got tired of the corporate approach and wanted to work directly with business owners who needed genuine support.
He specializes in helping manufacturing and retail businesses manage seasonal cash flow challenges. If your revenue fluctuates throughout the year, Callum's probably dealt with a similar situation.
- Cash flow forecasting and seasonal planning
- Working capital optimization
- Growth financing strategies
Helena Vickery
Business Communications LeadHelena joined us in 2021 after running her own consulting practice for nearly a decade. She understands the challenges of managing business finances firsthand because she's lived them.
She works primarily with service-based businesses and professional practices, helping them improve their financial communication systems and make sense of their numbers.
- Financial reporting systems
- Team training and development
- Process improvement strategies
Magnus Lindqvist
Compliance AdvisorMagnus has been with us since 2018. Before that, he worked with the Australian Taxation Office for eight years—so he knows the regulatory side of business finance inside and out.
He helps businesses navigate tax obligations, regulatory requirements, and compliance issues. His background means he can often spot potential problems before they become serious.
- Tax planning and compliance
- Regulatory requirement guidance
- Risk assessment and management
How We Work With Clients
We don't believe in complicated processes or lengthy contracts that lock you in. Our approach is straightforward because we think business relationships should be built on value, not fine print.
Start With Conversation
We begin by talking. Not selling. We want to understand your business, your current challenges, and what you're trying to achieve. Sometimes that first conversation is all you need—we're happy to point you in the right direction even if we're not the right fit.
Build A Plan Together
If we move forward, we'll work together to create an approach that makes sense for your situation. We don't use cookie-cutter templates. Every business has different needs, and your plan should reflect that reality.
Stay Connected
Finance isn't a one-time thing. We stay in touch through regular check-ins, respond quickly when questions come up, and adjust our approach as your business evolves. Think of us as part of your team, not just an external service.
Focus On Real Results
We measure success by whether you feel more confident about your financial decisions and whether your business is moving in the right direction. Not by how many reports we generate or how impressive our proposals look.
