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