Pricing
Rates & fee guidance
Indicative fees for financial performance consulting. Final quotes follow a short discovery conversation.
Fees reflect scope, record quality, and whether work is Auckland-based or requires travel. The figures below are starting points for owner-managed firms with reasonably current management accounts. Nothing on this page is a binding quote.
| Engagement | Starting point | What shapes the fee |
|---|---|---|
| Financial Performance Review | From NZD 4,800 fixed | Entities, years of history, site visits |
| Cash Flow Planning | From NZD 2,900 project | Scenario count, monthly refresh option |
| Owner Reporting Pack | From NZD 1,200 / month | Entities, pack depth, call frequency |
| Advisory Retainer | From NZD 1,800 / month | Hour bank, meeting cadence |
How we quote
- You send a short enquiry describing the firm and the question you need answered.
- We hold a discovery call (no charge, typically 25–30 minutes).
- You receive a one-page scope note with fee, timeline, and what we need from you.
- Work starts when you confirm in writing and any agreed deposit clears.
Deposits and billing
Project work is typically billed 50% on commencement and 50% on delivery of the written summary. Monthly engagements are invoiced in advance. GST is added where applicable.
What we do not do on fees
We do not run subscription tiers labelled Starter or Enterprise, and we do not discount for multi-year lock-ins. If a piece of work is smaller than a full review, we will say so and propose a narrower scope rather than stretch a package.
Next step
Ask for a scoped estimate — expect a reply within two business days.