For Business CashFlow
| WHAT YOU GET (and why you need it) |
COST (ex GST) |
3-Way Cashflow Planning
Gain a comprehensive understanding of your financial health with our 12-month forecast that integrates your Profit & Loss Statement,
Balance Sheet, and Cash Flow Statement. Identify opportunities, prepare for challenges, and stay on top of your financials in 2025.
|
$1,000
$1,000
(normally $1,500)
|
|
Breakeven Analysis
A break-even analysis is a financial calculation that weighs the costs of a business, service or product against the unit
sell price to determine the point at which you will break even. In other words, it reveals the point on what it costs to 'open your
doors' and to know at which point you will have sold enough units to cover all of your costs, both fixed and variable.
|
$350
$350
(when bundled with 3-Way Cashflow Planning
OR $650 as a standalone service)
|
The Magic Number
Understand how much of every $100 in revenue you need to allocate to GST, PAYG, Super, Taxes, and more. Find the "Magic Number"
for your business to ensure you can meet your critical expenses with ease.
|
$250
$250
(When bundled with 3-Way Cashflow Planning
OR $500
as a standalone service)
|
For Personal CashFlow
Your 12-Month Money-Map
We start by securely gathering your financial statements into our platform, enabling a thorough review of your spending data. Together,
we'll uncover insights into your expenses, analyse spending habits, and identify potential financial leakages. Our expert advisors will
provide actionable suggestions to streamline your expenses, save money, and align your finances with your long-term goals. You'll also
receive a personalized 12-Month Money Map—a clear, actionable roadmap to achieving financial stability and success.
This service includes:
- A comprehensive financial analysis
- A one-hour meeting with our experienced financial advisors
|
$600
$600
|
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