Off your plate
- Chasing the other professionals
- Keeping the order: what happens first, and what waits
- Your client's questions about everyone else's part
- A record of who agreed what, and when
FOR PROFESSIONALS
You give the advice.We run the sequence.
We keep your client's professionals, decisions and next steps in the right order, so your advice is acted on when it should be.
We coordinate. We don't advise.
Licensed advice stays with licensed professionals.
Your client stays your client.
Your advice, your engagement, your relationship.
No referral fees.
Either way. Our fee comes from the client.
WHERE WE FIT
We take on the coordination. You keep the advice.
Not another adviser.
The one who keeps the order.
Stays with you
- Your advice and your judgement
- Your engagement and your fees
- Your relationship with the client
- The work only your licence allows
Your advice stays at the centre of the work. We follow it through, in the right order.
HOW LONG WE STAY
Twelve weeks to start. Longer when it's needed.
Decided at week 12,
on genuine need.
INITIAL ENGAGEMENT12 WEEKS
WEEKS 1 TO 4
Structure
WEEKS 5 TO 10
Connect
WEEKS 11 TO 12
Maintain
A written plan, carried out, then a review.
ONGOING COORDINATIONWHEN THERE'S A GENUINE NEED
- A one-page report every month
- Changes picked up early
- The plan reviewed each year
The long-term picture kept in order, with its history and context.
EMERGING
Things are starting to connect: a sale, an inheritance, a new structure.
CURRENT
Several professionals and decisions in play right now.
BUILT IN
Complexity that's part of the situation, and isn't going away.
Some situations are settled by week 12. Where the complexity is growing or built in, we keep working, so nothing restarts from scratch.
A CLEAR PICTURE TO START FROM
Your client's finances, organised before you begin.
Less chasing.
More accurate work.
For families in Ongoing Coordination, we keep their whole financial picture in one secure client portal, structured and up to date.
- For you: with your client's consent, we send you that picture. No hunting for statements or old figures.
- For your client: their finances are structured and clear, and they can see where they stand.
- Over time: the picture and its history stay intact through change, including when the next generation steps in.
It makes your work easier and more accurate, and gives your client confidence.
SHARED WITH YOUWITH YOUR CLIENT'S CONSENT
- Income and spendingCurrent
- What they own and oweCurrent
- Insurance policiesCurrent
- Ten-year forecastsA guide, not advice
- Wills, legal papers, statementsIn the vault
Secure · Permission controlled
WHEN TO THINK OF US
The clients who come to mind.
Once you see where we fit, names usually come to mind. These are the signs.
- Several professionals on one client, all at once
- Handovers that stall between you and someone else
- Your client calling you about everyone else's part
- A change at work that's starting to reach home
- Your client asking "so what happens first?"
WHEN WE FIND A GAP
We connect. We don't advise.
- 01
You introduce your client
- 02
We map what's happening, and in what order
- 03
We find a gap that needs licensed help
- 04
We connect them with the right professional
The client engages that professional directly, on their own terms. No referral fees, either way.
Wondering where we fit?
Start with how we work.
You don't need a client in mind. We'll show you how we work alongside you, and if it's not a fit for your clients, we'll say so.
Arrange a walkthroughClients across Australia. Most walkthroughs are by video.
HOW AN INTRODUCTION USUALLY STARTS
- 01
We talk
How we work, and where we fit alongside you.
- 02
Someone comes to mind
A client with several professionals and a change coming.
- 03
Your client agrees
We only speak with them, and with you, with their consent.
WHO WE WORK WITH
Medical practices.
Families.
Doctors and practice owners through a change, and families whose affairs are complicated now or getting there.