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Resources That Actually Work

We've spent years building materials that don't just sit on a shelf. Real case studies from Australian businesses. Templates you can adapt tomorrow. The kind of practical stuff that makes sense when you're deep in budget season or trying to explain cash flow to your board.

Financial Templates

Spreadsheets and frameworks that save you from starting at a blank screen. Built from real scenarios we've encountered across mining, agriculture, and tech startups.

Case Analysis Library

Detailed breakdowns of business decisions. Some worked brilliantly, others not so much. But every one teaches something about timing, risk assessment, or reading market signals.

Compliance Guides

Australian tax and reporting requirements explained without the legal jargon. Updated for 2025 regulations so you're not working from outdated information.

Peer Discussion Forums

Connect with other finance professionals dealing with similar challenges. Sometimes the best insight comes from someone who just solved the exact problem you're facing.

Scenario Simulators

Interactive tools that let you model different financial decisions before committing. Test pricing strategies or investment options with variables based on actual market data.

Video Workshops

Recorded sessions where we walk through complex topics step by step. Budgeting cycles, forecasting methods, or regulatory changes. Watch at your own pace, pause when needed.

Who Creates These Materials

Three professionals who've been around long enough to know what actually helps. They've all worked in roles where bad information costs real money.

Rowan Haberfield, specialist in financial analysis and reporting frameworks

Rowan Haberfield

Financial Analysis Specialist

Spent fifteen years building reporting systems for mid-sized companies. Good at explaining why certain metrics matter more than others and how to spot patterns in financial data before they become problems.

Lachlan Pendlebury, expert in business process optimization

Lachlan Pendlebury

Process Development Lead

Worked with businesses ranging from family operations to ASX-listed companies. Knows how to adapt frameworks for different scales and what processes transfer well versus what needs complete rethinking.

Fintan Whelan, specialist in compliance and regulatory frameworks

Fintan Whelan

Compliance Frameworks Specialist

Makes sense of Australian tax and reporting requirements without the headache. Former auditor who understands both what regulators expect and what business owners can actually deliver.

Learning Modules That Connect

Each module builds on real business situations. Not theory for theory's sake, but frameworks you can test in your own context.

Financial Statement Analysis

Learn to read between the lines of balance sheets and P&L statements. What tells you about operational health versus what's just noise.

Cash Flow Management

Practical approaches to forecasting and managing working capital. Includes scenarios from seasonal businesses and rapid growth situations.

Risk Assessment Frameworks

How to quantify and communicate business risks without getting lost in spreadsheets. Methods for different industry contexts.

Strategic Planning Tools

Move beyond annual budgets to scenario planning that helps with decision-making throughout the year. Templates included.

Professional reviewing financial documents and analysis materials on desk

Ready to Explore the Materials?

Our comprehensive program starts in September 2025. Until then, browse available resources or speak with our team about what might work for your situation.