Numbers that hold up in the room they land in.
Independent financial modelling and advisory for Queensland councils, body corporates and growing businesses. Fixed fee, every figure traced to a source document, and you keep the model.
Three kinds of client, one standard of work.
Councils
For councils where the finance team is small, the decisions are big, and the sustainability ratios are read by the Queensland Audit Office every year.
Financial Health Check · Fees, Charges and Cost Recovery Review · Long Term Financial Planning · Business Cases and Feasibility Studies · Procurement Spend Analysis
For councilsBody corporates
For committees and body corporate managers who must table a sinking fund budget at every AGM, and want one built on the quantity surveyor's data rather than a guess.
Body Corporate Sinking Fund Forecast · Annual Refresh (Sinking Fund or LTFP)
For body corporatesGrowing businesses
For owner-operated businesses pricing a tender, approaching a lender, or wanting an independent read on what is holding them back.
Tender Pricing and Commercial Response · Finance Ready Pack · Business Operating Review
For growing businessesNumbers you can table without flinching.
- Fixed fee, agreed before work startsThe price quoted is the price invoiced. Half on signing, half on delivery. No hourly surprises.
- Every figure traces to a sourceNothing is estimated to fill a gap; a missing input is raised before anything is built on it.
- You keep the model, unlockedFormula-driven, documented, no macros, no licence. Your team runs the scenarios after we leave.
- Exclusions written down up frontScope and exclusions are on page one of the proposal.
- Built for the room it lands inReports are written to be tabled at a council meeting, an AGM or a credit committee.
Five steps, in writing.
- 1ScopeA 20-minute call, then a fixed-fee proposal within three business days with the scope, deliverables and exclusions in writing.
- 2InformationA one-page checklist of the documents we need, and a private page to upload them. The clock starts when it is complete.
- 3BuildThe model is built from your documents. Every figure traces to its source, and the model's own checks must pass before anything is issued.
- 4Draft and finalA draft for one round of questions, a written QA check, then the final model and report, and a presentation where included.
- 5RefreshTwelve months on, the model can be rolled forward for a fraction of the original fee.
A model your team can run after we leave.
Every engagement ends with an unlocked, formula-driven model and a report written for the people who have to act on it. Change an assumption and the outputs, charts and checks update with it.
The example shows what a body corporate committee sees: two contribution schedules side by side, and the year a major replacement would force a special levy if nothing changes.
Inside a Wickham modelThe kind of result each piece of work is built to find.
Avoiding a $4,375-per-lot special levy
Illustrative example · Business Operating Review$275,000Added to profit a year$275,000 a year of profit hiding in a busy business
Illustrative example · Fees, Charges and Cost Recovery Review$380,000 a yearAdditional recovery at full phase-inRecovering $380,000 a year the schedule was giving away
Examples marked illustrative use invented figures to show the kind of result the work is designed to produce; they are not real clients.
Fixed fees, published.
Financial Health Check
Know where the council stands before someone else tells you
From $4,500 plus GST · 10 business daysS2Fees, Charges and Cost Recovery Review
Charge what services cost, and be able to show why
From $12,000 plus GST · 6 to 8 weeksS3Long Term Financial Planning
A ten-year plan that survives the next budget
From $20,000 plus GST (scoped) · 8 to 12 weeksS4Business Cases and Feasibility Studies
A business case a funding body will read past page two
From $15,000 plus GST (scoped) · 6 to 10 weeksS5Procurement Spend Analysis
See where the money actually goes
From $10,000 plus GST · 4 to 6 weeksS6Tender Pricing and Commercial Response
Price the bid to win it and still make money
From $2,500 plus GST per bid · Aligned to the tender closeS7Finance Ready Pack
Walk into the bank with the numbers already answered
$3,000 to $8,000 plus GST (scoped) · 3 to 4 weeksS8Body Corporate Sinking Fund Forecast
A sinking fund forecast the committee can stand behind
From $6,000 plus GST · 4 to 6 weeksS9Annual Refresh (Sinking Fund or LTFP)
Keep the forecast current without starting again
From $2,000 plus GST · 2 weeksS10Business Operating Review
Find out what is really holding the business back, and what fixing it is worth
$5,500 ($8,500 extended) plus GST · 3 weeks