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Budgeting and Forecasting

Strategic budgeting and forecasting are essential for planning growth, managing risk, and making informed business decisions. I help businesses create accurate, realistic, and actionable financial plans tailored to their unique goals and operations.

Whether you’re looking to set a simple annual budget or need a dynamic forecast that supports big-picture strategy, I’ll help you build the financial clarity and confidence to move forward.

1 

Basic Budget Setup - $650

A straightforward budget to keep your business on track.

Includes:

  • Annual income and expense budget

  • Comparison against historical data

  • Budgeting template setup (Excel/Google Sheets)

  • 30-minute consultation to review

Best for:
Startups, sole traders, or those needing a clear plan for the next 12 months.

2

Operational Forecasting Package - From $1,200

A working financial forecast to help manage operations and cashflow more effectively.

Includes:

  • 12-month rolling forecast (monthly detail)

  • Integrated cashflow projection

  • Budget vs. actuals reporting format

  • Two strategy sessions (1 hour each)

  • Forecast update after 3 months (optional add-on)

Best for:
Established businesses that need more visibility and proactive cash management.

3

Strategic Budgeting & Scenario Planning - From $2,400

In-depth financial planning aligned with your business goals and external drivers.

Includes:

  • Custom 12–24 month forecast with multiple scenarios

  • Budgeting model built around business drivers (e.g. staffing, sales pipeline, inventory)

  • Sensitivity analysis (e.g. revenue growth, pricing changes)

  • Three strategy sessions and ongoing adjustment support

  • Board/stakeholder-ready reporting

Best for:
Growing or scaling businesses, funding preparation, grant readiness, or leadership planning.

4

Property Investment Matrix - From $1,650

Understand the true performance of your property investments with a custom-built financial dashboard. Our Investment Matrix provides a detailed analysis of each property's return on investment (ROI), return on equity (ROE), debt-to-equity ratio, and more — giving you a clear picture of what’s working, what’s underperforming, and where your capital is going.

Ideal for individual investors or small portfolio holders looking to make strategic decisions backed by numbers.

Includes:

  • Custom Investment Dashboard - Excel 
    Visualised summaries including:

    • ROI, ROE, debt-to-equity, net cashflow, yield

    • Monthly, annual, and 5-year projections

    • Interactive charts and breakdowns per property and total investment

  • Property Performance Matrix

    • Side-by-side comparisons of all properties

    • Custom weightings or filters based on your goals (e.g. growth, yield, equity position)

  • Scenarios & Strategic Indicators

    • Impact of rent increases, loan repayments, or capital improvements

    • Future equity growth projections

    • Loan paydown vs reinvestment strategy modelling

  • Reporting Frequency

    • Delivered as a one-off, or on a quarterly or annual reporting schedule

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