Build Financial Systems That Actually Work
Running a small business in Australia means making dozens of financial decisions every week. Most of them? They happen without a clear framework. We help business owners create practical financial systems through structured mentorship that connects theory with what happens in your actual business day.
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Where Does Your Business Need Support?
Starting Out: Getting Financial Foundations Right
New business owners often skip basic financial setup because it seems boring compared to making sales. But six months later, they're struggling to understand where money actually goes. We start with cashflow tracking, basic forecasting, and building habits that prevent common mistakes before they compound.
Growing Stage: Scaling Without Breaking Systems
Your business is making money, but growth brings complexity. Multiple revenue streams, more expenses, maybe hiring staff. Financial systems that worked at launch start showing cracks. We help you build structures that scale — proper budgeting, investment decisions, and financial reporting that gives you actual insight.
Established Business: Strategic Financial Management
You've got operations running, but want to make smarter decisions about where money goes next. Should you invest in new equipment? When does hiring make sense? How do you evaluate opportunities? We work on financial analysis skills and strategic thinking that helps you make confident decisions based on numbers rather than gut feeling.
How Mentorship Actually Works Here
Real Business Context
We don't teach generic finance theory. Every session connects directly to situations you're facing right now. Bring your actual numbers, your real questions, and we work through them together. Learning happens when you apply concepts to your specific business context.
Structured But Flexible Sessions
Our programs run from July 2026 with fortnightly sessions scheduled over six to eight months. That gives you time to implement what you learn and see results before the next session. Some weeks we follow curriculum. Other weeks we dive deep into whatever challenge just came up in your business.
Building Financial Confidence
Most business owners feel uncertain about financial decisions because they lack a framework for thinking through options. We focus on developing judgment — teaching you how to analyse situations, consider alternatives, and make informed choices even when there's no perfect answer available.
Practical Tools and Systems
You'll leave each session with something concrete. Templates you can use, processes you can implement, ways to track what matters. We're not interested in complicated systems that look impressive but never get used. Simple tools that actually help you run your business better.
What You Can Expect From Programs
Initial Assessment Session
We start by understanding where your business sits financially. What systems do you have? What's working? Where are the gaps? This session helps us tailor the program to address your actual needs rather than following a generic curriculum that might miss what matters for you.
Core Concepts and Application
Each fortnight covers specific financial management topics — budgeting, forecasting, pricing strategy, cost analysis. But we don't just explain concepts. You work on applying them to your business during the session, so you leave with work started rather than homework assigned.
Implementation Between Sessions
Real learning happens when you use new skills in your business. Between sessions, you implement what we covered — maybe tracking expenses differently or analysing a potential investment. When we meet again, we review what worked, what didn't, and adjust your approach.
Building Long-Term Capability
By the end of the program, you should have financial systems that work for your business and skills to maintain them. We're not trying to turn you into an accountant. We're helping you develop enough financial literacy to make good decisions and know when you need specialist help.
Siobhan Fitzroy
Retail Business Owner, Melbourne
I started the mentorship program in August 2025 because I was making decent revenue but had no clear picture of profitability. My bookkeeping was a mess and I was basically guessing at financial decisions.
What helped most was learning to set up proper tracking systems. Not complicated spreadsheets — just simple ways to monitor cashflow and understand my costs. Now I actually know my numbers before making decisions about inventory or pricing. The six-month program gave me confidence to handle financial planning myself rather than feeling lost every time money questions came up.
Ready to Build Better Financial Systems?
Our next mentorship programs begin in July 2026. Spaces are limited because we keep groups small enough for individual attention. If you're ready to develop practical financial management skills for your business, let's talk about which program fits your situation.
