Scale Up Practice Consulting

Bridging the expertise-execution gap

Our team of former financial planning professionals identifies and addresses common frustrations like unclear processes, lack of automation, and ineffective technology use.

With insider expertise, we strengthen compliance, optimise workflows, and maximise technology to bridge operational gaps.

Our tailored solutions reduce frustrations and drive growth.

Our financial planning experience brings an insider’s perspective to every engagement.

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Our Optimisation Services

After digging into the data and using our extensive experience, we have designed 6 tailored solutions aimed at resolving the most prevalent back-office issues faced by financial planning practices. 

These solutions zero in on the core pain points that frequently disrupt operations and reduce efficiency.

Process Review

Basic
$ 3,500
+GST
  • A basic assessment of current workflows to identify improvement opportunities.


    A basic review and refinement of existing processes and workflows.

    Includes:
  • Mapping current workflows.
  • Identifying pain points and redundancies.
  • Recommending streamlined processes.
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Process Analysis

Intermediate
$ 4,550
+GST
  • A comprehensive analysis of processes and operations to pinpoint inefficiencies and create an action plan for enhancement.

    A comprehensive process review across all business functions.

    Includes:
  • Recommendations for improvements.
  • In-depth analysis of:
      workflows operations and procedures.
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Process Optimisation

Advanced
$ 7,700
+GST
  • End-to-end process redesign in collaboration with your team to develop smoother workflows.

    A comprehensive process review and analysis across all business functions.

    Includes:
  • Design and build of custom templates.
  • Implementation of automations to standardise and automate repetitive workflows and processes.
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Workflow Optimisation

Comprehensive
$ 8,500
+GST
  • A comprehensive analysis of processes and operations, including full implementation.

    A comprehensive process review and analysis across all business functions.

    Includes:
  • Design and build of custom templates.
  • Full implementation of automations to standardise and automate repetitive workflows and processes.
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Popular

Operational Optimisation

Comprehensive
$ 11,900
+GST
  • An in-depth review across all business units and departments to identify and address redundancies for greater efficiency

    Deeper analysis of business operations. Strategic recommendations and project management of operational enhancements.

    Includes:
  • Process review.
  • Workflow analysis.
  • Operations analysis.
  • Recommendations analysis.
  • Full implementation
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Workflow Optimisation

Comprehensive +
$ 16,100
+GST
  • A complete revamp of processes, systems, operations and workflows to fundamentally improve business performance. Ongoing support provided.

    Holistic end-to-end business transformation.

    Includes:
  • Process and workflow optimisation.
  • Automation
  • Training
  • Documentation
  • Customer integrations
  • Change management
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Not sure which option is right for you?

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