Who We Work With

Our clients are typically:

  • Family offices and high-net-worth family groups managing diversified portfolios and multi-entity structures
  • Private companies in growth, transition, or sale-readiness phases that need CFO capability and governance infrastructure
  • Not-for-profit organisations including charities, industry bodies, and foundations that require professional governance and secretarial support
  • Investors and acquirers who need due diligence, post-acquisition integration support, or ongoing CFO services for portfolio companies

We work with people who value quality, discretion, and long-term thinking—and who understand that good governance and financial leadership aren’t luxuries, they’re infrastructure.

For family offices and private businesses, this means access to institutional-quality financial leadership and governance infrastructure without building a corporate bureaucracy. For professional services firms, it means specialist capability you can deploy for clients without the overhead of maintaining it in-house.

It’s the model that should have always existed for businesses and families operating between the SME tier and the ASX200—and increasingly, it’s the model our clients expect.

We provide the financial leadership, governance infrastructure, and strategic advisory that allows family offices, private companies, and growth-stage businesses to operate with institutional-grade rigour—without the cost structure or complexity of building everything in-house. Our practice sits at the intersection of executive-level strategy, precise corporate administration, and commercial deal-making. We work with clients who need senior financial and governance capability deployed flexibly: sometimes as ongoing fractional leadership, sometimes as project-based expertise, sometimes as the unseen operational backbone that keeps complex structures compliant and functional. This isn't outsourcing in the traditional sense. It's access to the expertise and systems that would typically require multiple full-time hires, delivered through a model designed for businesses and family groups that value quality, discretion, and commercial outcomes over headcount.

Our Services

Family Office Advisory & Strategic Architecture

Family offices and private investment groups face a distinct set of challenges: managing diversified portfolios, coordinating multi-entity structures, balancing family governance with commercial performance, and planning for intergenerational wealth transfer. We provide the strategic design and ongoing management support that makes this work. We work with family offices that operate like small institutions—and with high-net-worth families who are building towards that level of sophistication.

What this looks like in practice:

  • Business strategy design and investment structuring across property, operating businesses, and passive holdings
  • Governance frameworks that separate family decision-making from operational management
  • Portfolio oversight and performance reporting that integrates across entities and asset classes
  • Succession and transition planning that protects legacy while enabling flexibility
  • Coordination of external advisors (legal, tax, investment) to ensure alignment and avoid gaps

We are corporate advisors, not financial planners. We don’t provide financial advice, wealth management, investment product recommendations, or financial services. Our work is entity-focused, commercially driven, and designed to target the “Strategic Architecture” of the family office. We provide the leadership and governance frameworks that allow family offices to operate with the sophistication of a public corporation.

Fractional & Consulting CFO Services

What this looks like in practice:

  • Strategic financial planning: scenario modelling, capital allocation, funding strategy
  • Cash flow optimisation and working capital management
  • Financial systems design and team development
  • Board and investor reporting that tells the story behind the numbers
  • Commercial decision support for acquisitions, partnerships, and major investments
  • Preparation for external events: audits, funding rounds, sales processes, IPO readiness

Sell-side M&A : Preparing your business for sale

We’ve conducted enough buy-side due diligence to know exactly what kills deals, erodes value, and creates post-sale disputes. If you’re preparing to sell, we help you identify and fix those issues before a buyer’s advisors find them—because by then, it’s too late to negotiate without giving up value or certainty.

The goal isn’t just to make your business “presentable.” It’s to ensure that when a buyer conducts due diligence, they find a well-run, properly documented business where the financials are real, the contracts are enforceable, and the risks are known and managed. That’s what allows deals to close at the agreed price, on the agreed terms, without last-minute renegotiations or post-completion clawbacks.

Most mid-sized businesses and family offices don't need a full-time CFO. But they do need someone who can think at CFO level—someone who understands capital structure, financial planning, board reporting, and how to build finance functions that support growth rather than just record history. It's senior financial leadership delivered on a consulting basis—someone in the room when the big decisions get made, with the experience to guide them and the systems knowledge to execute them.

Not-for-Profit (NFP) Governance & Board Services

Not-for-profit organisations face a unique governance challenge: they must operate with the financial rigour and strategic discipline of a commercial enterprise while serving a mission rather than shareholders, and often doing so with constrained resources and volunteer boards. We provide governance, secretarial, and board-level support designed specifically for the NFP sector—working with charities, industry bodies, membership organisations, and foundations that need professional-grade governance infrastructure without the capacity to build it internally. This work often intersects with our CFO and accounting services, particularly for NFPs preparing for funding applications, managing complex grant acquittals, or building financial systems that can withstand audit and regulatory scrutiny.

What this looks like in practice:

  • Board and committee secretarial services: meeting management, minutes, resolutions, and compliance with constitutional requirements
  • ACNC compliance and reporting, including annual information statements and governance standards
  • AGM coordination and member communication
  • Governance framework design: board charters, committee structures, policy documentation
  • Independent director and advisory appointments for NFP boards
  • Financial governance and controls advisory, particularly for organisations managing grants, donations, or restricted funds
  • Strategic planning facilitation and board development
  • Transition support during periods of structural change, mergers, or governance reform

Many NFP boards are staffed by highly capable people who volunteer their expertise—but who don’t have time to also manage the corporate machinery. We provide the secretarial backbone and governance expertise that allows boards to focus on strategy and mission delivery, confident that compliance, documentation, and corporate administration are being handled properly.

Corporate Governance & Company Secretarial

What this looks like in practice:

  • ASX and ASIC compliance for listed and unlisted entities
  • Ongoing secretarial support for complex group structures
  • Board and committee meeting management: agendas, papers, minutes, resolutions
  • AGM and EGM coordination, including all statutory notices and filings
  • Share register maintenance and corporate action processing
  • Company incorporations, restructures, and deregistrations
  • Corporate governance advisory: board composition, committee design, policy frameworks

We offer a range of inhouse, outsourced and white-labled company secretarial services, including ASX and ASIC compliance, Board and Committee meeting management, AGM and EGM coordination and management, register maintenance, company incorporations and de-registrations, corporate governance advice and much more.

Governance is where strategy meets compliance. Done well, it's invisible. Done poorly, it derails everything else. We provide comprehensive corporate governance and company secretarial services—delivered in-house, outsourced on a retained basis, or white-labelled for professional services firms who need specialist capability without building it themselves. This is the work that keeps you audit-ready, regulator-compliant, and operationally sound. It's also the work that protects directors, satisfies funders, and ensures transactions can close without last-minute scrambles to fix basic corporate hygiene.

Tax, Accounting & Bookkeeping Services

We provide management accounting, financial reporting, and bookkeeping—both in-house and through carefully selected contractor partners—designed to integrate with our CFO and advisory work. This isn't a standalone practice. It's the operational layer that ensures our strategic work is built on accurate, timely financial data—and that clients who need CFO-level thinking don't have to fix their books and records first. The goal is clean data, reliable reporting, and accounting infrastructure that supports governance and decision-making rather than existing in isolation from it.

What this looks like in practice:

  • Monthly management accounts and financial reporting
  • Bookkeeping and transactional processing
  • Payroll and compliance reporting
  • Systems implementation and process design
  • Financial data clean-up and remediation
  • Tax Returns, BAS, FBT, GST, PAYG, CGT, Advice

It’s the operational layer that ensures our strategic work is built on accurate, timely financial data—and that clients who need CFO-level thinking don’t have to fix their books and records first. Accordingly, it is generally an add-on component of our other services.

We provide also customised management reporting that goes beyond standard accounting outputs—designed to support board governance, investor communication, acquisition analysis, and business-sale readiness. This isn’t additional reporting for the sake of it. It’s the financial infrastructure that allows strategic work to happen without first spending months cleaning up books and records.

Contact us…

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