Consulting service

Financial Services

Senior financial counsel for founders, family offices and institutions — planning, budgeting, investment advisory and reporting delivered with discretion.

Financial planning

Personal and corporate financial roadmaps aligned with long-term goals.

Budgeting & cash flow

Operating budgets, cash-flow modelling and scenario planning you can act on.

Investment advisory

Allocation guidance, portfolio reviews and risk-adjusted return analysis.

Corporate finance

Fundraising support, valuations, and capital structure recommendations.

Risk & compliance

Internal controls, financial risk reviews and regulatory readiness.

Reporting & controllership

Monthly close, management accounts and board-ready financial reporting.

What you get

  • Diagnostic of current financial position and reporting
  • Tailored financial plan with measurable milestones
  • Cash-flow and budget models with scenario sensitivities
  • Quarterly review with recommended actions