Business Advice

With over 18 years’ experience, we know what works & what doesn’t; we use our expertise to create a flexible, personalised plan for your business & personal finances.

Cash Flow Forecasting

Let us help you forecast your cash to determine whether you have enough to run your business and to expand it.


Are you crystal clear on what you earn and how much you spend? Are there areas of your non-essential spending where you would like to cut back? We can help.


Does your current structure suit your business needs? Let us help you navigate this complex legal area, which also has taxation implications.


Keen to measure your performance against similar-sized businesses in your industry? We can help you set targets and be accountable so that you receive essential information about how your business can improve.

Management Consulting

We can support and advise you on a broad range of business challenges and provide comprehensive business solutions with development plans for their achievement.

Buying & Merging Businesses

If you’re looking to buy or merge your business, you need up-to-date advice about the processes involved and their consequences.

Selling Businesses

It’s an exciting time, and there is lots to consider along the way, let us help you stay on track.


If you require capital, our team can assist in directing you to the most effective solutions.

Succession Planning

We have experience in helping take the stress out of transferring business leadership and ownership.

I just wanted to thank both Kelly and Leanne for the meeting yesterday and their suggestions to pull me back on track going forward.  It was nice to have their support and recognition of how stressful it can be as the business owner."

Denise Maxwell, Principal - Denise Maxwell Solicitor

How can we help you?