meeting

our services

For Charities/ Not-for-Profits/ Religious Organisations/ Health Services/ Food Services and Manufacturing Organisations

  • Change agent
  • Review of Board and committee structures
  • Review and preparation (where necessary) of precedent guidelines, plans, manuals, schedules, policies, procedures, process maps and precedent letters
  • Facilitation of strategic planning sessions and the preparation of a strategic plan and monitoring
  • Facilitate the preparation of business plans
  • Preparation of staff Position Descriptions (PD’s) and Key Performance Indicators (KPI’s) and ongoing monitoring
  • Staff training and development
  • Team building

Financial Services

  • All of the above plus
  • Full review of funds management operations
  • Review of constitutions, compliance plans and ALL precedent documents
  • Review of marketing material
  • Specific review of Lending Guidelines and procedures for mortgage income funds
  • Review and recommendation of alternate fund investment strategy and diversification guidelines
  • Acting as an expert witness for mortgage matters
  • Acting as a Responsible Manager under an AFSL
  • Acting as a Responsible Manager under an ACL
  • Assist with FUM raising activities, including direct, dealer groups and platforms
  • Assist with establishing loan distribution channels
  • Mortgage recovery work/property workouts
  • Property acquisition/property disposal/property leasing and management
  • Lobbying to industry representative groups and regulators

Board member

  • Experienced NED
  • Experienced NE Chairman

Compliance Committee member

  • Experienced Compliance Committee Member
  • Experienced Compliance Committee Chairman

Business coaching

  • For CEO’s and business owners
  • 1:1 mentoring
  • Peer review board
  • Expert speakers