Governance, financial management, compliance and the support services around them, for founders, boards and management teams.
Directorships
We understand the different types of directors and the roles they play. We help you identify and appoint the right directors for your board, and advise on best-practice board governance.
Dr Nigel Finch is a Fellow of both the Governance Institute of Australia and the Australian Institute of Company Directors, and has held senior roles as financial controller, investment manager, executive director and non-executive director, including with ASX-listed companies.
Director selection and appointment
Board governance
Risk management
Compliance
Corporate governance
Effective corporate governance is essential for companies to be well managed, accountable and transparent.
We specialise in governance consulting with an emphasis on monitoring and managing financial, compliance and risk factors. Our experience spans private companies, unlisted public companies, reporting entities, incorporated associations, foreign company branches and subsidiaries, and emerging ASX-listed companies.
Defining governance roles
Improving board processes
Defining board functions
Continuing improvement
Responsible Officer
We help you meet your compliance obligations by developing and implementing compliance programs, monitoring compliance performance, managing risk and providing tailored advice and support.
We act as a nominated Responsible Officer, or support Responsible Officers, across many industries and business contexts.
AFS licensees
Investment funds and managed investment schemes
Education providers
Trusts and tax-efficient special purpose vehicles
Franchisees and licensees
Foreign company representative offices
Diplomatic and consular missions
Financial management
A comprehensive range of solutions to help businesses of all sizes manage their financial affairs and meet their compliance obligations.
Our CA- and CPA-qualified team are certified Xero Advisors, and manage all financial receipts and payments, including customers, suppliers, employees and dealings with the Australian Taxation Office.
ASIC and corporate secretarial
Bookkeeping
Payments and payroll
Virtual CFO services
Audit assistance
Business management
We support your CEO and board in navigating complex strategic and financial decisions, drawing on Dr Finch's experience and network to inform decisions aligned with your goals.
Strategic planning aligned with your vision, mission and values
Corporate governance policies and procedures
Identifying, assessing and managing risk
Compliance with relevant laws and regulations
Financial advice and support for sound decisions
Business support services
A wide range of services to streamline your operations and improve efficiency, delivered on site or remotely to suit you.
Budgeting, reports and presentations
Market research and data analysis
System integrations and database management
Project management
HR support
Maintenance of business policies and registers
Assistance with financial or compliance audits
Preparation of business documents
Trust and family office services
We help individuals, families and trustees protect and grow their wealth, manage complex asset structures and plan for succession, with a personalised approach.
Trust set-up and establishment
Day-to-day trust management
Asset management
Income and trust distributions
Succession planning
Compliance reporting
Tell us where you are
We will suggest the right mix of advice and support for your business and its stage.