Advice & Strategy

Advice & Strategy

peakpartnership contact-us

Most people, especially those in business, want more from their accountant or financial adviser. But they’re not sure what they want, because they don’t know what they don’t know.

Our job is to help you fill in those blanks.
Our job is to help you with ADVICE. CLARITY. DIRECTION.

We’ll work with you towards making your business the best it can be, or help design your personal financial future. Better still, we can create a master strategy for you because…well, we’re great at integrated advice and strategy.

Business Advice

Business Advice

With our practical advice, The Peak Partnership will help bring clarity and direction to your business.

Building a truly great business begins with understanding where you are now, what’s missing in your plan, and how to improve and protect your business. We’ll look at every part of your business, from the day-to-day work through to your bigger picture.

We start with an in-depth review of the key parts of your business – money, customers, processes and staff. We get straight to the point about what you do well in the business, areas of opportunity and issues that need to be addressed.

Once we’ve agreed on your business priorities and an action plan, we’ll get the team and tools together to make it all happen. Here are just some of the ways we can help your business:

  • Business Improvement
  • Benchmarking
  • Budgeting
  • Cash Flow Forecasting
  • Board of Advice
  • Strategic Planning

Contact us today if you'd like to know more about how we can help with your business wisdom.

Personal Financial Advice

Personal Financial Advice

Everyone has a vision for their financial future, but many people don’t know how to get there or where to start.

Whatever stage you’re at, it’s vital to clarify your personal priorities if you want to achieve financial contentment.

We’ll help you identify your main priorities and achievements on your financial journey so far, then we can explore a plan for:

  • creating wealth for you and your family;
  • a retirement lifestyle based on sensible investing and superannuation planning;
  • protecting your wealth and assets, ensuring your family is financially-protected; and
  • minimising your tax.

Simply contact us to learn more or fill out our Introduction Form by clicking below.

Personal Financial Advice, Financial Planning and Personal Wealth Protection services are provided by:

Peak Partnership Wealth Design Solutions Pty Ltd as trustee for Carlmich Trust.
ABN 26 711 439 304. Corporate Authorised Representative No 415154 of
Professional Investment Services Pty Ltd AFSL 234954. ABN 11 074 608 558.

Business Improvement

Business Improvement

Small business can be lonely, but it doesn’t have to be.

Business advisors collaborating with business owners to improve, re-engineer or simply stay on track with their business just makes sense to us. Our business management services include:

  • advice regarding business structuring and management procedures
  • business start-up advice
  • business sale, acquisition and merger advice, including financing
  • business valuations and financial management
  • business planning, through to strategic plan development
  • business risk management
  • management consulting
  • advice regarding technology and procedural systems
  • business performance review



If you can’t measure it, you can’t manage it.

It’s something everyone in business knows, but many don’t have the systems in place to track their key performance measures. With our benchmarking analysis, we can quickly and effectively help you:

  • identify how your business performs in comparison to your competitors
  • understand how your broader business industry performs
  • analyse the key performance indicators (KPI) that really matter within your industry

Our benchmarking provides in-depth analysis, comparing a range of revenue, expenditure, profitability and business equity measures. At industry level, compare staffing costs, sales volumes, operating expenditures – and other key comparisons.

Measure. Manage. Succeed.



A good budget is a necessity for a good business plan.

We can help you evaluate your business’ current performance against budget, compare year-on-year budgets, and develop multi-budget scenarios based on key financial variables. We can also modify revenue and expenditure projections to help you make clearer short-term decisions about your business.

Budgets mean accountability. We’ll include your budget data in all benchmark reports for your business, giving your business absolute discipline and performance goals for you and your staff to strive for.

Cash Flow Forecasting

Cash Flow Forecasting

Cash flow is often the source of business success or failure.

Having control of and understanding your cash flow is the lifeblood of business, with key decisions dependent on this information. We can provide you with accurate, timely and informative cash flow forecasting reports, allowing you to:

  • better manage your stock levels
  • better understand and anticipate when cash is available
  • effectively plan and prepare for expansion
  • manage your taxation commitments
  • analyse and anticipate key expenses

With this information readily available, we'll work with you to help you make decisions that improve your bottom line.

Board of Advice

Board of Advice

Serious business decisions made without full knowledge and facts can be costly.

Most SMEs don’t have the luxury of an in-house authority on everything. That’s why an advisory board can help you make considered decisions for the short and long-term well-being of your business.

We can initiate, manage and attend your Board of Advice meetings – to make sure you have the right people involved from the start. It’s true that nobody knows your own business like you do, but tapping into the collective expertise of your external advisors through a regular forum or one-on-one session often uncovers real opportunity and perspective.

Strategic Planning

Strategic Planning

For many SME owners, any long-term business vision is overshadowed by the pressures of today.

It’s either too hard, too far away or you don’t know where to start.

We'll help you create a strategic plan that outlines where you want your business to be in the coming years, without the complex jargon. Our strategic plan document will address your critical longer-term issues and opportunities, such as: 

  • defining the characteristics of your business today and in three to five years
  • identifying your competitors, including your comparative strengths and areas of improvement
  • defining your objectives and financial goals
  • implementing a workable plan to achieve your goals
  • developing an exit strategy once it’s time to move on


Get in touch today...