We work alongside Australian businesses, credit unions, and community organisations to strengthen financial wellbeing across the region. Our partnerships are built on shared purpose, not quick wins.
Start a ConversationWe've organised these by where you might be in your decision process. Some people start at the beginning, others jump straight to the middle. That's fine.
What type of organisations do you typically work with? Mostly mid-sized businesses and community groups who want to improve their financial planning frameworks. We've worked with manufacturing firms in Queanbeyan, retail cooperatives in Woden, and a few agricultural suppliers out west. The common thread is they're all dealing with cash flow challenges or growth decisions that need better analysis.
How often will we actually meet? That depends on what we're working on. For ongoing stability analysis, most partners prefer monthly check-ins. If you're implementing new financial systems or preparing for expansion, weekly sessions during the first quarter make sense. We've found that irregular contact doesn't work well – consistency matters more than frequency.
What happens when the formal engagement ends? Most partnerships evolve into periodic reviews rather than ending completely. A manufacturing client we started with in 2023 now checks in quarterly instead of monthly. They've built internal capability but still value an external perspective on major decisions. Some organisations move on entirely once their teams are confident – that's a good outcome too.
Can we scale involvement up or down? Absolutely. Business conditions change and your support needs should adapt accordingly. One retail partner reduced sessions during their quiet winter months, then increased contact when they prepared for a property expansion last spring. The structure needs to serve your reality, not our preferences.
These aren't case studies with perfect endings. Just snapshots of actual partnerships and what they look like in practice.
A 45-person operation making agricultural equipment components. They approached us when rapid growth started creating cash flow gaps. We spent six months building forecasting systems that matched their seasonal patterns. Still working together on expansion planning.
Lachlan manages finances for a cooperative of twelve small-scale farmers. They needed help structuring a shared equipment purchase that wouldn't strain individual operations. We worked through risk distribution models and created a payment framework that worked for everyone's harvest cycles.
We're not interested in one-off consultations or projects that end abruptly. The work takes time because understanding your specific situation takes time.
These aren't rigid steps, but they represent how most successful partnerships develop over the first six to twelve months.
We spend the first month just understanding your business. Financial records, operational rhythms, decision-making patterns. It's not exciting but it matters.
Building analysis frameworks that match your specific needs. This phase typically runs two to four months depending on complexity and how much internal data we're working with.
Regular sessions to review conditions, update projections, and work through decisions. The frequency varies but the consistency doesn't. Most partners settle into monthly or quarterly rhythms.