Overview
Our experienced team delivers tailored financial advisory services so our clients can make informed decisions about their financial goals. Our services help our clients achieve organisational outcomes and efficiencies, minimise risk, save time and provide peace of mind knowing an expert is proactively managing your financial planning.
We can help you with:
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Budget and business case development: we craft robust financial plans and justifications to support strategic investment and operational decisions.
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Financial process optimisation: we can help you enhance and automate systems to improve accuracy, efficiency, and transparency.
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Cost-benefit analysis and modelling: we provide clear insights to guide complex financial decisions with confidence.
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Financial governance improvement: we can help strengthen controls, delegations, and compliance frameworks to ensure accountability.
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Performance and compliance audits: we review systems and processes to identify risks, ensure alignment, and drive continuous performance.
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Financial coaching and capability building: we equip teams and leaders with the knowledge and confidence to manage finances effectively and make sound financial decisions.
Our impact
Financial advisory and systems improvement
Australian Government department
The entity is implementing a 5-year transformation program to improve enterprise financial accountability, efficiency, effectiveness, and reduce overall risk. This includes replacing core, end-of-life technology with a new system. Staff resistance and ineffective usage of the new system was delaying enterprise-wide rollout and negatively impacting financial operations and performance reporting.
Our team undertook business analysis and completed targeted stakeholder engagement to produce a current state assessment and gap analysis. We identified ineffective end-of-month reports were being driven by not combining all relevant data sets into consistent analysis, and that poor forecasting linked to key focus areas or risk was inhibiting financial professionals’ analysis and advice to support decision makers.
We developed recommendations to improve system functionality and generate reports from the staff intranet site that identified trends in user issues and behaviour. This data was analysed to determine the prioritisation of system enhancements, garner staff support of the change and help to get the project back on track.
Financial advisory and budgeting
Not-for-profit organisation
The entity’s operations were increasingly volatile due to social, economic, regulatory and political changes. The executive and board sought a 10-year budget to assess the entity’s financial sustainability and support operational and investment decision-making.
Our personnel undertook detailed analysis of financial information and developed a zero-based, bottom-up budget. This included developing an active dictionary and aligning all costs to functionally align the budget and enable outcome-based budgeting.
The data was inserted into a three-way financial model which supported scenario planning, sensitivity analysis of key risk areas, and incorporated industry benchmarks, trade patterns, asset replacement schedules and forecast regulatory changes.
Our work resulted in the entity having a comprehensive 10-year budget, allocated consistently throughout the organisation, that underpinned the analysis of key operational, capital and strategic decisions and formed the basis upon which budget performance reporting now occurs.
Financial analysis and cost recovery
Australian Government department
The entity identified significant differences in actual and budget figures which were affecting its cash flows, financial sustainability and achievement of strategic objectives.
Our personnel undertook cost centre analysis to determine the root cause of the variance in actual and budget figures and identified gaps between current activities and strategic objectives. They developed a cost recovery exploration tool, including the design of an activity-based cost model which was complemented by a cost recovery dashboard to effectively display costing and charging performance.
Our work resulted in improved budget management and increased financial literacy and transparency, ensuring the entity’s activities aligned with its strategic objectives and/or diversions were easily identifiable and explainable.
