Refer a Client or Friend
Trusted Support When It Matters Most
When someone you know is facing financial distress, compliance risks, or major business challenges, it’s critical they get the right support – quickly and confidentially. That’s where we come in.
We specialise in Director’s Advocacy and Financial Strategy – stepping in when business owners need help with complex business problems. We work alongside you to support your client, protect their interests, and deliver the right outcome.
Why Refer to Us?
We’re a trusted, experienced partner who complements – not competes with – your services.
Our role is to step in when the business owner is having problems solving complex business problems, providing short-term intervention to help deliver long-term solutions that protect both the business and the director.
With experience supporting hundreds of businesses through recovery, restructure, business management and strategic exit, we understand the pressure your clients face. We act quickly, with professionalism, empathy, and confidentiality – no scare tactics, just practical, respectful support when it’s needed most.
Contact usWho We Work With
Accountants
Accountants needing support for clients in financial distress or struggling with cash flow, ATO debts, or insolvency risks.
Lawyers
Lawyers, especially in commercial, litigation, family or insolvency law, who need an advocate to guide the director or management team.
Bookkeepers
Bookkeepers who see early signs of business stress and want their client to take action before it’s too late.
Coaches and Advisors
Business Coaches and Consultants who support growth and performance but recognise when a client challenges that require specialist help.
Brokers
Finance Brokers and Bankers needing help for clients falling outside bank covenants or facing risk of default.
Insolvency Practitioners
Insolvency Practitioners when advocacy, pre-insolvency planning, or a managed restructure is required.
Health Professionals
Health Professionals, including psychologists and GPs, who recognise that a client’s business problems are impacting their mental health.
Friends and Family
Friends and Family who are concerned about a loved one struggling with their business, and want to help them take the first step towards getting control.

What we do
When you refer us, we work to do the following:
Assess and Stabilise
We act quickly to understand the situation, stabilise cash flow, and manage stakeholder communication.
Develop Practical Solutions
Whether it’s a formal restructure, business wind-down, or compliance support, we deliver clear, actionable strategies.
Protect the Director’s Position
We safeguard the director’s personal and legal position, ensuring they’re not exposed unnecessarily.
Work Collaboratively
We keep you informed and involved where appropriate, with clear boundaries and mutual respect for your client relationship.
Introducing our
Referrer Toolkit
Help directors get timely support with a clear, confident handover. We make referral simple and safe so you can protect relationships and create better outcomes.
Free Referrer Perks:
Access to our Director’s Advocates
Team training
Working papers and other helpful tools
Guides and resources
Think we can work together?
Let's Have a Chat!
We're based in Brisbane, Queensland, however work with referrers and clients all around Australia.
The first meeting with your client is completely free, so reach out via any of the methods on this page to book a meeting.
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