Services

Our services

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.