Started with Foundation Track because honestly, my bookkeeping was a disaster. Six months later I actually understand where my money goes each month. The cash flow system we built saved me during a slow quarter last year.
Mentorship That Fits Your Business Journey
We've worked with business owners across Australia who needed different levels of support at different stages. Some wanted regular check-ins. Others needed deep strategic work. That's why we built three distinct tracks instead of a one-size-fits-all approach.
Choose Your Path Forward
Each program runs for six months. You can start at any level or transition between tracks as your needs change. We've seen plenty of people begin with Foundation and move to Growth once they're ready for more complex challenges.
Foundation Track
For business owners building their first systems
- Two one-hour sessions monthly via video call
- Email access for quick questions between meetings
- Financial planning frameworks and templates
- Cash flow tracking systems setup
- Basic pricing strategy development
- Quarterly business health review
Growth Partnership
For established businesses ready to scale
- Weekly one-hour mentorship sessions
- Priority email and phone support
- Advanced financial modeling and forecasting
- Investment strategy development
- Team financial training workshops
- Market expansion planning support
- Monthly detailed performance analysis
- Access to business finance resource library
Executive Circle
For complex businesses with multiple revenue streams
- Unlimited access via phone, email, and video
- Bi-weekly two-hour deep work sessions
- Custom financial systems design
- Exit planning and business valuation support
- Merger and acquisition guidance
- Board-level financial presentation prep
- Crisis response and rapid problem-solving
- Direct connection to legal and accounting partners
- Quarterly in-person strategy days (Sydney/Melbourne)
How We Actually Work With You
Look, business finance can get complicated fast. But it doesn't have to feel overwhelming. We break things down into practical steps you can actually implement without disrupting your operations.
Most of our clients are juggling daily operations while trying to plan for growth. So we focus on solutions that fit into your existing workflow rather than creating extra work.
Real Numbers
We work with what you've got. No judgment about messy spreadsheets or incomplete records. We start where you are.
Plain Language
Financial jargon doesn't help anyone. We explain concepts in everyday terms you can use with your team.
Flexible Timing
Running a business means unpredictable schedules. We adapt session times around your actual availability.
Long-Term View
Quick fixes rarely work. We build systems that keep working after our mentorship ends.
Different Learning Styles Welcome
Some people learn by doing. Others need to see the whole picture first. We've adapted our approach to match how you actually process information, not how textbooks say you should.
Visual Learners
- Custom dashboards with clear charts
- Flowcharts for complex processes
- Color-coded financial systems
- Visual progress tracking tools
- Diagram-based strategy maps
Hands-On Practice
- Live spreadsheet building sessions
- Real-time problem solving workshops
- Trial implementations with feedback
- Step-by-step guided exercises
- Practice scenarios from your business
Discussion-Based
- Talk through options before deciding
- Question-driven exploration sessions
- Group discussion opportunities
- Case study analysis meetings
- Open format strategy conversations
What Working Together Looks Like
Straight from people who've been through the programs
Rowan Drummond
Construction Company Owner, Brisbane
Fergus Blackwood
Digital Agency Director, Melbourne
Growth Partnership helped me figure out pricing that actually reflects our value. We restructured our service packages based on real financial analysis rather than guessing. Revenue is up but more importantly, margins make sense now.
Callum Underwood
Hospitality Group Owner, Sydney
Executive Circle was worth every dollar when we expanded to our third location. The financial modeling showed us exactly what we needed before signing the lease. Also helped negotiate better terms with suppliers across all venues.
Side-by-Side Program Comparison
Sometimes it helps to see everything laid out clearly. Here's what's included in each track so you can figure out what matches your current situation.
| Feature | Foundation | Growth | Executive |
|---|---|---|---|
| Monthly Session Hours | 2 hours | 4 hours | 8+ hours |
| Response Time | Within 48 hours | Same business day | Immediate access |
| Financial System Setup | Basic templates | Custom systems | Fully tailored solutions |
| Team Training | Not included | Quarterly workshops | Ongoing team support |
| Investment Planning | Not included | Growth strategies | Comprehensive planning |
| In-Person Meetings | Video only | Video only | Quarterly strategy days |
| Partner Network Access | Not included | Not included | Direct introductions |
| Crisis Support | Standard schedule only | Priority scheduling | 24/7 availability |