Building Communication That Actually Works
Financial clarity through conversation, not confusion
Most financial discussions feel like wading through thick mud. We noticed something different over the past decade working with Australian businesses—clarity comes from listening first, talking second. Our approach started in 2015 when a small Melbourne retailer told us they didn't need more spreadsheets; they needed someone to explain what those numbers actually meant for their family.
That conversation changed how we think about financial communication. Since then, we've built a system that focuses on understanding context before offering solutions. It's not revolutionary. It's just human.
Core Principles We Follow
Context Before Content
We spend time understanding your business environment before suggesting anything. What works for a Geelong manufacturer won't suit a Brisbane consulting firm.
Plain Language Matters
Financial jargon creates distance. We explain concepts using everyday terms because understanding shouldn't require a finance degree.
Questions Over Assumptions
We ask more than we tell. Your experience with your business matters more than generic advice from textbooks.
How We Structure Conversations
Three stages that help us understand your situation and create useful recommendations
Discovery Phase
We listen to your story. What brought you here? What keeps you up at night? Where do you want your business to be in three years? These aren't scripted questions—they're genuine curiosity about your goals.
Pattern Recognition
After understanding your context, we look for patterns in your financial data that might affect your plans. This isn't about finding problems—it's about spotting opportunities you might have missed.
Collaborative Planning
We build strategies together. You know your business better than anyone; we just help organize financial information so decisions become clearer. No cookie-cutter templates.
Ronan Fitzwilliam
Communication Strategy Director
Started working with family businesses in regional Victoria back in 2013. Learned quickly that technical knowledge means nothing if you can't explain it to someone who's been running their business for thirty years.
Most of my approach came from mistakes. I used to walk into meetings with prepared presentations and complicated charts. Clients would nod politely, then nothing would change. Now I bring a notebook and lots of questions.
Years Practice
Client Relationships
What Actually Happens During Our Sessions
Initial Conversation
Usually takes about 90 minutes. We talk about your business history, current challenges, and what you're hoping to achieve. Bring whatever financial documents you have—organized or not.
Analysis and Preparation
We spend time reviewing your information and preparing questions for our next meeting. This usually happens within a week.
Strategy Discussion
We present our observations and recommendations, but more importantly, we discuss options together. You make the final decisions about what fits your situation.
Implementation Support
We help you put plans into action, adjusting as needed. Monthly check-ins keep things on track without being intrusive.
Ongoing Partnership
Business situations change. We stay available for questions, adjustments, and new challenges as they come up.
Let's Start a Conversation
If you're tired of financial advice that doesn't fit your actual situation, we should talk. No pressure, no sales pitch—just an honest conversation about where you are and where you want to go.
Our next group program starts in September 2025, but individual sessions are available throughout the year. Reach out when you're ready.
Get In Touch