Configured
Business Solutions
Clarity For Today.
Strategy For Tomorrow.
Helping business owners structure their financial pathways, improve performance and make strategic decisions with confidence, backed by strategic CFO guidance and the integrated support of The Business & Wealth Collective.
Strategic CFO Guidance
Business Structuring & Planning
Wealth Creation Pathways
Director Advisory & Mentorship
Core Advisory Services
Strategic financial leadership to strengthen your business today and guide your growth tomorrow.
Insight Before Action
We analyse how your business truly operates so every financial decision is based on clarity, not assumptions.
Structure With Intention
We design frameworks that reduce risk, remove friction and support stable, long-term growth.
Strategy Beyond Today
Our advice aligns performance, cashflow, tax and personal wealth creation to move you confidently into the future.
The Trusted Advisory Partnership
You gain consistent direction, honest conversations and a long-term partner who understands your goals.
Why Businesses
Choose CBS
A disciplined, forward-looking advisory approach built to strengthen your business, protect your position and guide long term success.
The Business & Wealth Collective
CBS is part of The BWC (The Business & Wealth Collective), a connected group of specialist brands that work together to support businesses with clarity, structure and seamless coordination.
As part of this ecosystem, CBS collaborates with the other brands to give clients a more integrated experience where every part of the business is supported with purpose and expertise.
PIN
Tax & Compliance
Reliable and precise tax returns, with seamless compliance and ASIC support delivered with clarity and professionalism.
Who We Work With
CBS partners with business owners who value clarity, structure and long-term strategy over short-term fixes.
Our clients are typically at a stage where the business has grown beyond day-to-day decision-making and requires disciplined financial leadership to support confident growth, wealth planning and future direction.
A strong fit for businesses that:
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Are growing or established and want clearer financial direction
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Need strategic guidance across cashflow, structure and performance
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Value informed decision-making backed by insight, not assumptions
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Take a long-term view of growth, sustainability and wealth
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Are seeking a trusted advisory partner, not just compliance or reporting
How CBS Works Best
CBS delivers the most value when there is openness to strategic involvement, disciplined planning and an ongoing advisory relationship.
This works best when clients are ready to:
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Gain clarity beyond reactive, day-to-day decision-making
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Want to grow a team with sound system and processes
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Engage in structured, forward-looking planning
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Commit to consistent advisory input over time
Our role is to provide clarity, structure and calm leadership as your business evolves.
Get Started in Three Steps
A clear, structured advisory journey designed to give you direction, clarity and confidence from day one.
01
Initial Strategy Conversation
A confidential discussion to understand your business, challenges and goals, and determine whether CBS is the right fit.
You’ll explore:
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Your current structure and financial position
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Where clarity is missing and where your pain points for growth are
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What matters most over the next 12-36 months
02
Insight & Direction
We analyse what’s really happening beneath the numbers to identify risks, opportunities and priorities.
You receive:
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Clear insights, not assumptions
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Strategic observations on structure, cashflow and risk
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A review of priorities of what needs attention now versus later
03
Ongoing Advisory
Partnership
If there’s alignment, we move forward with structured, ongoing advisory support focused on long-term clarity and performance.
This may include:
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Regular CFO-level guidance & Systems reviews
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Strategic planning and performance oversight
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Long-term wealth and business direction
Ready to start with clarity and confidence?
Book a confidential strategy conversation to assess fit, direction and next steps.