Our Services
Structured financial information, decision-support reporting, and ongoing monitoring designed to give you clarity before commitment.
Financial Clarity & Decision Support Report
Our core engagement. We take your financial information and transform it into a structured report that shows where you stand and what a proposed decision may look like in practice.
- Reverse-engineered cashflow analysis
- Scenario modelling for your specific decision
- Structured snapshot of relevant assets and income
- Adviser-ready output for your accountant or broker
Scenario Modelling
Compare two or more financial paths side by side. Whether it's buy vs. rent, renovate vs. move, or work full-time vs. part-time, we model the likely outcomes so you can decide with confidence.
- Multiple scenario comparison
- Cashflow impact analysis for each path
- Clear visual presentation of trade-offs
- Updated modelling as circumstances change
Ongoing Income Monitoring
Stay on top of your income-producing assets with structured monitoring. Track rental income, business returns, and financial structures over time so nothing falls through the cracks.
- Regular monitoring of income-producing assets
- Structured reporting on income streams
- Early visibility of changes or issues
- Historical tracking for better decision-making
Tax Preparation Support
Walk into tax time organised. We help you assemble and structure documentation for your tax agent so the conversation is clearer, faster, and more productive.
- Organised records for each financial entity
- Structured income and expense summaries
- Documentation ready for your tax agent
- Ongoing record maintenance throughout the year
Flexible Engagement Options
Cashwise services are structured around the complexity of your situation. Whether you need a one-off clarity report or ongoing support, we tailor the engagement to fit.
Initial Clarity Report
A focused engagement around one major decision. Includes cashflow analysis, scenario modelling, and a structured report.
Expanded Modelling
Deeper analysis covering multiple variables, entities, or decision pathways. For more complex financial situations.
Ongoing Support
Continuous monitoring, record organisation, and tax-preparation readiness. Updated reporting as your situation evolves.