Helping Businesses Make Confident, Data-Driven Decisions
Move beyond guesswork with strategic financial consulting. I help business owners and stakeholders understand the financial and operational impact of every decision, today and years ahead.
Engagement Flow: How We Work Together
PHASE 1
Strategic Alignment & Stakeholder Goals
Phase 2
High-Level Systems & Data Review
Phase 3
Financial Modelling & Ongoing Advisory
Who I Help
Business owners and key stakeholders who want clarity on growth strategies, operational impacts, and financial outcomes. Whether planning expansion, investing in new capabilities, or navigating complex decisions, I help you see the full picture.
Client Outcomes
– Confident decision-making.
– Clear growth pathways.
– Improved cash flow visibility.
– Aligned leadership teams.
Who I’ve Worked With
About Peter
Your Strategic Partner for Financial Clarity
I have over 20 years of experience working with businesses across Australia, from start-ups to companies exceeding $50M in turnover. My approach is simple: business the old-fashioned way, by building trusted relationships that allow me to deliver tailored and effective solutions. Every business is unique, and I take the time to understand the complexities of each model before recommending strategies.
Achievements
- Worked with businesses ranging from start-ups to $50M+ turnover.
- Implemented strategic business and finance changes across multiple industries.
- Helped businesses achieve double-digit growth in sales, margins, and profits.
- Created and launched a financial forecasting iPad app for SMEs.
- Managed an asset base exceeding $80M, generating multi-million net incomes.
- Oversaw and facilitated mergers and acquisitions for significant sums.
- Turned poor-performing businesses into highly profitable companies as GM and Financial Controller.
- Developed a financial forecasting model for one of Australia’s largest banks, now used by retailers for financing and insights.
Why Work With Me?
* Deep expertise in multi-scenario forecasting.
* Proven results across manufacturing, retail, fashion, and service industries.
* Commitment to transparency and actionable insights.
Services
Services Designed for Growth-Focused Businesses
1. STRATEGIC ALIGNMENT & STAKEHOLDER GOALS
We begin with strategy. Through structured discussions and workshops, I work with owners and key stakeholders to clarify business objectives, growth priorities, and risk factors.
Key Activities:
– Strategy discovery sessions
– Stakeholder interviews
– Goal alignment and prioritisation
– Identification of growth levers and risk factors
Benefits:
– Builds consensus among leadership
– Creates a foundation for confident decision-makin
– Ensures financial planning supports long-term objectives
2. High-Level Systems and Data Review
Reliable data is essential for accurate modelling. I review your key business systems and processes at a high level—how data is captured, stored, and reported.
Key Activities:
– Understand core systems (ERP, accounting, operational)
– Review data extraction and reporting capabilities
– Identify gaps or inefficiencies
Benefits:
– Ensures financial models are based on clean, reliable data
– Highlights potential roadblocks in systems or processes
– Provides insight into where updates may be needed
3. Strategic Financial Forecasting
Move beyond short-term budgets. I create comprehensive 3 year+ financial models that incorporate every area of your business—from sales and production to staffing and capital investment.
Deliverables:
– Custom multi-year financial model
– Revenue, cost, and cash flow projections
– Risk and sensitivity analysis
Benefits:
– Understand long-term impact of decisions
– Plan for sustainable growth
– Identify risks early
4. Scenario Planning & Modelling
Test multiple growth strategies and operational changes before committing resources. Explore “what-if” scenarios to make informed decisions.
Examples:
– Retail network expansion vs manufacturing capacity
– Equipment / asset utilisation and profitability impact
– Timing for production upgrades
5. Monthly Advisory Meetings
Board-style monthly meetings with key stakeholders to review KPIs, track progress, and adapt strategies.
Benefits:
– Align leadership on priorities
– Quickly respond to changing conditions
– Maintain momentum toward long-term goals
6. Budgeting and Reporting Support
Ensure timely, accurate financial reporting and budgeting. Work closely with your accounts team to keep everything on track.
Pricing Structure
Monthly Retainer:
Covers ongoing advisory, strategy alignment, KPI monitoring, and model updates.
One-Off Projects:
Major scenario modelling or new financial models quoted separately.
Note: Clients typically engage on a long-term basis to ensure continuity and strategic impact.