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Advisory · Four practices

Our Advisory Services

Four integrated practice areas for mid-market boards and executive teams across Victoria.

From corporate strategy to payroll compliance—one partner coordinates scope, deliverables, and board reporting so recommendations stay aligned.

StrategyFinance & taxHR & payroll

Practice overview

Advisory built for Australian corporates

We work with established companies, corporate groups, and family offices that need clear advice. Engagements are scoped in writing before work begins, with a single partner accountable for delivery.

Most clients come to us when three pressures collide: margin compression, regulatory scrutiny, and leadership teams that have outgrown their reporting structures. We address those together rather than in silos.

Each division below has its own specialists, but cross-functional work is coordinated by one partner so finance, HR, and operations recommendations stay consistent.

Partner-led scoping session at our Brighton office
01

Strategy & optimisation

Growth maps, delayering reviews, and operating model changes tied to measurable EBITDA targets.

02

Finance, tax & risk

Entity structuring, Division 7A reviews, risk registers, and audit preparation under current ATO practice.

03

Human resources

Award compliance checks, KPI frameworks, and change support when roles or reporting lines shift.

04

Planning & research

Feasibility studies, bank-ready proposals, and primary research for expansion or divestment decisions.

Service comparison

DivisionTypical deliverablesRegulatory touchpointsEngagement style
StrategyRoadmaps, span-of-control studies, exit plansCorporations Act duties6–12 week projects
Finance & taxStructures, consolidations, risk registersATO, state revenue officesProject or retainer
HRPayroll audits, banding models, contractsFair Work Act, Modern AwardsFixed-scope audits
PlanningFeasibility memos, CPM schedulesAASB reporting contextMilestone-based fees

"They consolidated our strategy, payroll compliance, and tax positions in one programme—no conflicting advice from separate firms."

H
Helen Vance Managing Director, Brighton Utilities

Selected engagements

How are fees set?

We quote fixed scope for defined deliverables. Complex programmes may use milestone billing; retainers are available for ongoing compliance support.

Do you work with early-stage startups?

Our work suits companies with established operations, payroll files, and board reporting obligations—typically $5M+ turnover groups.

Who leads the engagement?

A named partner signs the proposal and remains the primary contact. Specialists join for tax, HR, or operations work as needed.

Engagement principles

Every mandate has a written scope, named partner, and exit criteria. Cross-functional work is coordinated so tax, HR, and operations advice does not conflict.

Request a scoping call

Tell us your industry, headcount, and the decision you need to make.

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