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Master Financial Strategy Through Real-World Business Vision

Learn from seasoned financial professionals who've guided hundreds of Australian businesses through economic shifts, market changes, and growth challenges over the past two decades.

Explore Our Approach

Barclay Thorne

Lead Financial Strategy Instructor

After spending twelve years helping Perth businesses navigate the mining boom and subsequent downturn, Barclay brings real-world perspective to financial planning that textbooks simply can't provide.

How We Actually Teach Finance

  • Case Study Deep Dives

    We work through actual business scenarios from our consulting archives. You'll see how a Fremantle restaurant survived COVID lockdowns through strategic cash flow management.

  • Mentor-Student Sessions

    Weekly one-on-one discussions where we tackle the specific financial challenges you're facing in your current role or business plans.

  • Industry Network Integration

    Connect with our network of Australian business owners and financial professionals for ongoing guidance beyond the program completion.

Long-Term Client Relationships

We stay connected with our program graduates. Here's how some have applied these principles over multiple years of business growth.

Program completed 2022 • Follow-up 2025

Marcus Pattinson

Manufacturing Equipment Distributor

Started the program when his machinery business was struggling with irregular cash flow. The forecasting techniques he learned helped him identify seasonal patterns he'd never noticed.

Three years later, Marcus has expanded into two additional states and credits the cash flow planning methods for giving him confidence to take on larger contracts.
Program completed 2023 • Recent check-in

Rivera Singh

Digital Marketing Agency

Joined us while transitioning from freelance work to agency operations. The program helped her understand how to price services profitably and manage multi-month client retainers.

Now manages a team of eight and recently shared that the financial planning framework we taught still guides her quarterly business reviews.

Common Financial Planning Roadblocks

Most business owners get stuck on the same few issues. Here's what we see repeatedly and how we help work through them.

Cash Flow Visibility Problems

Many businesses track income and expenses but struggle to predict when money will actually move in and out of accounts.

Our Approach:

We teach a practical 13-week rolling forecast system that accounts for payment delays, seasonal variations, and unexpected expenses. Takes about 30 minutes weekly once you get the hang of it.

Growth Investment Decisions

Knowing when to invest in new equipment, staff, or market expansion feels like guesswork for most business owners.

Our Approach:

We walk through a decision framework that weighs growth opportunities against financial stability. You'll practice with real scenarios from different industries.

Financial Stress Management

The emotional side of business finances often gets overlooked, but financial anxiety can lead to poor decision-making.

Our Approach:

Learn to separate emotional reactions from financial facts. We cover practical stress-reduction techniques and when to seek additional professional advice.

Business Financial Planning Program

A comprehensive approach to understanding business finances through practical application, mentorship, and real-world case studies.

12

Week Duration

Structured learning that fits around your current business responsibilities

1:1

Personal Mentorship

Weekly sessions focused on your specific business situation

+

Ongoing Support

Access to our professional network for continued guidance

AU

Australia-Focused

All examples and case studies relevant to Australian business environment

Next Program Intake: September 2025

We limit each cohort to ensure quality mentorship time. Applications open in July 2025, with program start scheduled for early September. This timeline allows for thorough preparation and optimal learning outcomes.

Kellan Rowe

Program Coordinator

Handles all program logistics and serves as your primary point of contact throughout the learning process.