Business Advisory

You wear a lot of hats. You’re juggling growth, cashflow, people, and pressure, and most days it feels like you’re deep in the business, not on top of it. That’s where we come in.

Our Business Advisory service gives you clarity, direction, and confidence — without the jargon. If you’re feeling:
- Feeling stressed and unsure about your numbers
- Struggling to hit your KPIs (or not sure what they should be)
- Struggling with cash flow management
- Unsure of what actions drive progress
- Or just know you need a smarter business strategy…

Then it’s time to bring in someone who’s been there, done that, and can help you actually move the needle.

Let's chat

We're here to help you meet your personal AND business goals!

Detailed Action Plan
Tailored Business Strategy
Financial Plan and Cash Flow
Sustainable Business Growth
Ongoing Accountability

How we help you move forward

We help NZ business owners put money back in their pockets and time back in their calendars. This isn’t generic advice — it’s personalised support that works. You’ll leave every session with clarity, confidence, and next steps that actually drive real results.

We’ve built businesses too, so we know what it’s like. No fluff. Just smart, practical business advice.

What does Business Advisory actually look like?

We keep it simple, practical, and jargon-free. As your business advisor, we tailor strategies and plans to your goals — helping you make smarter decisions, get unstuck, and stay ahead of the curve. With regular planning and accountability sessions, we’ll help you zoom out, spot opportunities, and take confident steps forward, with advice that’s grounded in real business, not theory.

How does it work?

It all starts with a complimentary quick chat! Depending on your business and goals, we then tailor our Business Advisory and Planning service to you (including the cost!) so that you can rest assured you’re getting the best for your budget.
1.

Discovery call

A free, no-pressure phone or video chat. We get to know your goals, pain points and numbers — and work out if we’re the right fit.
2.

Strategy Session – Your plan, built just for you

Once you’re onboard, we roll up our sleeves and build out your personalised action plan. That includes a 12-month financial roadmap, a sense check on cash flow, and some realistic, measurable KPIs based on your goals. You’ll come away knowing exactly what to focus on, what to track, and where your business is headed, with clarity and confidence.
3.

Ongoing Advisory – Support that actually moves the needle

This is where the real value kicks in. You’ll have regular sessions with your business advisor to stay focused, track progress, and make smarter decisions. We hold you accountable, highlight what’s working (and what’s not), and help you prioritise the actions that make a real difference. No fluff. Just practical advice, tailored to your goals.

Need to talk something through between sessions?

Depending on your plan, you may have direct access to your business advisor for quick check-ins or important conversations - at no extra charge. We’re here when it counts, not just when the calendar says so. It means you can get support outside your monthly meetings when something pops up and decisions need to be made.

*Please note we only partner with clients that turnover between $200k - $10 mill per year.
Business Advisory starts from $499 per month.

It all starts with a conversation.

Book a free, no-pressure call with a business advisor who actually gets it. Whether you’re stuck, scaling, or somewhere in between — we’ll help you figure out the next right move.
Book a free call