Get Started
Get Started

Our Simple Financial Consultation Services Process for Business Growth

Experience an effortless journey from initial contact to complete implementation, designed to support your business every step of the way through our comprehensive financial consultation services, expert small business financial consulting, and tailored Strategic Financial Services. With guidance comparable to a trusted personal financial advisor, we also integrate Payroll & BAS Management Services and advanced Cash Flow & KPI Reporting Solutions to ensure clarity, structure, and measurable business growth.

Our Simple Consultation Process

Experience an effortless journey from initial contact to complete implementation, designed to support your business every step of the way.

Initial Consultation

1

Initial Consultation

Schedule a meeting to discuss your needs , assess business gaps and establish goals.

Implementation Phase

2

Implementation Phase

From consultation, we tailor a solution that fits you.

Optimization Stage

3

Optimization Stage

Progress smoothly as systems, frameworks and structures are are put in place.

Assessment & Feedback

4

Assessment & Feedback

Prepare for enhanced performance and efficiency.

Success Celebration

5

Success Celebration

Reap the benefits of a tailored financial system and operating framework.

Book a Free Intro Call

A Tier for Every Business

Our pricing plans are crafted to offer flexibility and value, ensuring you find the perfect fit without compromise.

Essential Foundations

Our basic plan is ideal for startups, offering essential tools and support for financial stability.

Sign Up
  • Transaction processing
  • Monthly reconciliations in Xero
  • Quarterly GST/BAS lodgements
  • Expense management
  • Email support
  • Annual financial review
  • Payroll processing (up to 5 employees)
  • Monthly P+L and Balance Sheets

Growth Accelerator

The standard plan fits growing businesses, balancing cost and features for optimal growth.

Sign Up
  • Includes all Tier 1 features
  • Payroll leave liability tracking, super payments
  • Niche tracking categories
  • Customised P&L, Balance Sheet, Executive Summary of key KPIs
  • Fortnightly aged receivables tracking and follow up
  • Quarterly 30 minute financial health check session

BEST DEAL

Premium Plan

Perfect for established companies seeking comprehensive management and expert guidance.

Sign Up
  • Includes all Tier 2 features
  • Annual budget creation and monthly variance reporting
  • Custom financial dashboards
  • Profit maximisation deep dive in to COGS, utilisation rates, and more
  • App stack optimisation beyond financials to ensure seamless integration
  • Monthly 60-minute strategic advisory meeting with deep dive in to KPIs, cash flow, BAS planning

Join Our Community + Free Tips

Get in touch with us to unlock insights and opportunities tailored to your business needs.

Our team is ready to assist you with swift and effective solutions.

Frequently Asked Questions

What do your financial consultation services include?

Our financial consultation services begin with an initial discovery session to assess your business needs, identify financial gaps, and set clear goals. From there, we implement tailored systems and frameworks supported by Strategic Financial Services, ensuring long-term structure, clarity, and measurable growth.

While a traditional personal financial advisor typically focuses on personal wealth or investments, our focus is on small business financial consulting. We provide structured business financial systems, operational insights, and performance tracking designed to improve profitability, efficiency, and scalability.

Yes. All relevant plans incorporate Payroll & BAS Management Services, including GST/BAS lodgements, payroll processing, superannuation tracking, and compliance support. These services are integrated into your broader financial management framework to ensure accuracy and peace of mind.

We provide advanced Cash Flow & KPI Reporting Solutions that give you real-time visibility into business performance. Through customised dashboards, profit analysis, budget tracking, and financial health check sessions, we help you make informed decisions that drive sustainable growth.

If you’re searching for the best financial advisors near me in Greater Geelong for business-focused support, our structured consultation process and tiered service plans are designed specifically for small and growing businesses. Through professional Strategic Financial Services and tailored financial systems, we help businesses build strong foundations and achieve long-term success.

Get in Touch with Us

Feel free to contact us anytime. We’re here to answer your questions and provide fast, friendly support.

Contact us