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our approach

We apply the businessbalance® fundamentals to every customer engagement:


our proprietary life model + business model

Our approach to doing business is a new way of thinking about things. It's vital, heart-centred and holistic. And it's common sense.

Regardless whether you are in small business or work for a large corporate organisation.

Upfront we introduce you to our 'Life Model' and 'Business Model'; they fit together. They are interlinked, entwined and dependant on one another. 

To achieve more in business or at work, you need to have a life outside work hours. It's that simple.

The Life Model + Business Model are based on over 20 years of real world experience, development, application and refinement. We've written a book about the benefits of this tried & tested approach.

Together the two models provide a framework that allow you to energise your business and work activities powerfully, by virtue of being energised yourself.

It works.

It's far more effective in business than the old way; just centring your work focus on improving the financial formula and generating a bottom line profit.

It's really about overseeing your whole living business system; and how you continuously improve it so life + financial rewards can flow consistently to you.


living the values

businessbalance® was founded on key values that define who and what we are about.

We strive to ensure these key values are reflected in all that we do:

Passion – We really love what we do. It is up to us as individuals to create and maintain a positive, rewarding, high-energy workplace where we can have fun and celebrate our achievement

Honesty - We believe that sharing thoughts and feelings honestly will engender trust and the best professional environment in which to support and grow our customers.

Integrity - We believe strongly in living up to promises. We are committed professionals and conduct ourselves accordingly.

Customer - We aim to always meet the needs of our customers.

Life-Time Learning – We believe that learning is a lifetime pursuit. We are dedicated to continuous personal growth which will deliver life + business benefits. We practice being open and receptive to the stimulus around us – family & friends, co-workers, customers, our community and the world-at-large – which provides richness, difference and diversity in information and learning.

Balance - We pursue a balanced approach to life and work. Personal wellbeing & health is as important, as that of our business. They are directly correlated.

understanding your business

We take the time to understand you and observe your business's strategic, operational, and day-to-day organisational issues.

Our fact-based and systematic approach provides you with evidence supporting all proposed business improvements.

We show you how to identify and remove your business “blockers” to attain success.

As customer, you'll see you can be confident that acting on proposed business improvements will lead you to achieving your business goals.


working as your partner

We recognise that knowledge, honesty and integrity are vital ingredients in forming a working relationship with you. 

We work consciously to gain your trust, so you'll listen to and accept our guidance on how to take the best care of your money in business.

By partnering with you as a business owner or senior manager in a large corporate organisation, we ensure we're working on business issues and opportunities that have the highest level of support.

Together we will gain a deeper understanding of your business and improve processes that enable your business to thrive.


being goal oriented

As your partner we will commit with you to achieving your business and life goals.

We are big on goals and tracking achievement of results ... and celebrating your business success!


and more for our customers...

We respect you for being committed business people in your own right – we realise that running a business requires whole-hearted commitment, creativity and resourcefulness.

We recognise that each of our customers is unique and presents with your individual circumstances warranting professional attention.

We really appreciate working with each and every one of our customers. 

And we get excited about possibilities with those of you who are as passionate and committed as we are to doing business better.


Regardless of the type of service we provide we feel a professional responsibility to:

  • Discover, clarify, and align with what you need to achieve
  • Elicit your solutions and strategies that may help shape your business improvement + growth
  • Encourage your self-discovery and life-time learning


Integrity is paramount to our service delivery and we abide by the code of ethics set out by reputable professional bodies:

  • Australian Society of Certified Practising Accountants [ASCPA]
  • Chartered Institute of Purchasing & Supply Australia [CIPSA]
  • Institute of Internal Audit Australia [IIA Aust]
  • Australian Bookkeepers Network [ABN]
  • Chamber of Commerce and Industry [CCI] Western Australia
  • Fremantle Chamber of Commerce


We will create, maintain and nurture our network of preferred suppliers in order to offer you a full spectrum of service delivery for your business.