Building Financial Clarity Through Real Partnership
We've spent seventeen years helping businesses across Western Australia make sense of their numbers — not through jargon, but through honest conversations.
Starting in 2009 with three people and one questionable coffee machine, we've grown into a team that genuinely cares about the people behind the spreadsheets. Our clients stay with us because we focus on what matters to them, not what looks impressive in a proposal document.
How We Actually Work
These aren't aspirational statements from a strategy session. They're the principles that shape how we interact with clients every single day.
Straight Talk Over Complexity
Financial services can hide behind terminology, and frankly, some firms prefer it that way. We don't. If something doesn't make sense to you, it's our job to explain it differently.
When a manufacturing client asked about their cash flow issues, we didn't send them a 40-page analysis. We sat down with their team, walked through their invoicing timeline, and identified the three bottlenecks causing delays. Fixed within two weeks.
Long-Term Thinking
Quick wins matter, sure. But we're more interested in setting up systems that keep working after our meetings end. Our average client relationship spans over six years because we care about what happens next quarter, not just this one.
A retail client came to us in 2019 wanting to cut costs immediately. Instead of slashing everything, we restructured their vendor agreements and optimized inventory management. They saved more money over two years than any emergency cuts would have achieved.
Real Accessibility
You shouldn't need to schedule a meeting three weeks out to ask a straightforward question. Our clients have direct access to their account managers, and we respond to emails the same day — usually within a couple hours.
One Friday afternoon, a hospitality client needed urgent clarity on a payroll issue before processing weekend shifts. Their account manager, Rhys, called them back within 20 minutes and walked them through the solution while they were still at their desk.
Context Over Templates
Every business operates differently. What works for a logistics company won't necessarily work for a professional services firm. We spend time understanding your specific situation before recommending anything.
Two construction companies approached us in the same month with similar revenue figures. One needed better project tracking, the other needed supplier relationship management. Same industry, completely different needs — and completely different solutions from us.
We switched to plarionetrix in early 2023 after years of frustration with our previous firm. The difference was immediate — not in some dramatic transformation, but in how we finally understood our own financial position. Hamish and his team don't just send reports; they explain what the numbers actually mean for our decisions. When we were considering expansion last year, they helped us model different scenarios in language we could discuss with our entire leadership team. That clarity was worth more than any cost savings.
What You Can Expect From Us
These commitments guide every client engagement, from initial consultation through ongoing partnership. We hold ourselves accountable to these standards.
Transparent Pricing
You'll know exactly what you're paying for before we start. Our proposals break down costs by service, and we don't add surprise fees later.
Monthly statements show precisely where your investment goes. If scope changes, we discuss the implications before proceeding. Several clients have told us they appreciate knowing their financial commitment upfront.
Proactive Communication
We reach out when we notice something worth discussing — you shouldn't have to chase us for updates or insights about your own business.
When regulatory changes affect your industry, we brief you before you need to ask. When we spot opportunities for improvement in your financial processes, we schedule a conversation rather than waiting for your next review meeting.
Skilled Team Continuity
You'll work with the same people consistently, not whoever happens to be available. Our team members specialize in specific industries and develop deep familiarity with their clients' operations.
When Sophie manages a client's account, she's involved from strategy through implementation. This continuity means you don't repeat information constantly or deal with people who don't understand your context.
Education Alongside Service
We want you to understand the financial decisions affecting your business. Our quarterly workshops and monthly insights sessions help clients build their own financial literacy.
Topics range from reading cash flow statements to understanding different financing options. About 60% of our clients attend these sessions regularly because the information actually applies to their daily decisions.
