Built on Real Business Experience
Back in 2018, we started with a simple observation. Small businesses were getting generic advice that didn't fit their actual situations. Cookie-cutter solutions for companies that had nothing in common.
So we decided to do things differently. We built a practice around understanding what each business actually needs—not what a template says they should need.
Today, we work with businesses across New South Wales, helping them make financial decisions that make sense for their specific circumstances. Not flashy. Just practical planning that considers real-world constraints and opportunities.
Who We Are
A small team focused on giving business owners clarity about their financial position and options.
Brooke Moore
Financial Planning Director
Started in commercial banking before moving into planning. Spent years working with family businesses and learned that the best advice comes from actually listening to what people are trying to accomplish.
What We Focus On
Cash Flow Management
Understanding where money actually goes in your business. We help identify patterns and create systems that prevent cash surprises during busy or slow periods.
Growth Planning
Whether you're considering expansion, new equipment, or hiring, we work through the numbers to see what's actually feasible given your current situation.
Tax Structure Review
Making sure your business structure still makes sense as things change. Sometimes a structure that worked five years ago needs updating.
Risk Assessment
Looking at what could disrupt your business and figuring out which risks are worth addressing now versus later.
Our Journey Since 2018
We've learned a lot by working with different types of businesses. Here's how our approach has developed over the years.
Started with Local Businesses
Opened in Bathurst working primarily with retail and service businesses. Focused on basic financial planning and cash flow support during our first year.
Expanded During Challenging Times
Helped businesses adapt their financial planning during market disruptions. Developed new approaches for scenario planning and flexible forecasting.
Regional Growth Support
Started working with businesses across regional New South Wales. Added expertise in agricultural business planning and seasonal cash flow management.
Succession Planning Focus
Developed specialized services for business owners thinking about transition or succession. Created frameworks for evaluating different exit or handover options.
Continuing to Learn
Still working on getting better at what we do. Currently improving our approach to multi-generational family business planning.
