Financial Management & Analysis

Our Services

Financial Management & Analysis

Successful business owners and high income individuals face ever increasing pressures on their time. As a result important aspects of managing their financial affairs may not get the attention they deserve.

This is where we fit in.

Think of us like having your very own Private CFO. We stand beside you, proactively identifying and addressing areas of concern, maximising efficiencies and providing a robust framework to actively manage your capital risk, cash flow, liquidity and debt.

We fill the gaps between your professionals, providing efficient and seamless financial management to ensure that your financial affairs are maintained at the level you desire without having to get involved in every detail along the way.

We empower you to take command. This allows you to stay focused and make better, more informed decisions, all the while knowing that you have a team of trusted advisers at call.

Whilst we operate on a pure fee for service basis, our objective is to provide you with a minimum return of 300% of your ‘Out of Pocket’ advice fees within 3 years of engaging our services. It’s a unique approach in an industry that unfortunately still maintains an unhealthy focus on financial products and transactions.

Some of the areas we can assist with are as follows:

  • Benchmarking
  • Corporate and Tax Structures
  • Reporting and Management
  • Consolidated Net Asset Position / Balance Sheet
  • Capital Risk Management
  • Cash Flow Management and Planning
  • Liquidity Management and Planning
  • Gearing Analysis and Capacity Utilisation
  • Tax Considerations and Planning
  • Foreign Exchange Risks
  • Capital Gains Management
  • Income Distribution Strategies
  • Small Business Concessions

Our unique proprietary Client Analysis Software (CAS) is instrumental in our Financial Management & Advice Process.

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