Who we work with
Our team have a strong track record of delivering excellent services to over 40 clients across a range of industry sectors. A sample of engagements our team have undertaken is set out below:
CLIENT
ENGAGEMENT
ANZ Retail Bank
Developed and implemented new operating model for core mortgage business.
ANZ Private Bank
Operational review and operating model optimisation of ANZ Private Bank.
Westpac
Developed and implemented new operating model for Westpac’s mortgage business, including repositioning and renegotiating major bpo/ito outsourcing agreement. Critical program to enable effective integration of St George Bank.
Westpac Equities
Strategic and operational review of Westpac Equities business.
CBA
Strategy mapping exercise to develop appropriate suite of key performance indicators across the groups retail and institutional bank divisions.
Finance function transformation and shared services. Designed and developed implementation plan for CBA’s finance function shared service teams in Australia.
Provided leadership support to the technology stream of the separation of Colonial First State from CBA.
Myer Financial Services
Strategic review of Myer Financial Services business underpinned by major credit card portfolio. Established new strategic partnership with Macquarie Bank, and developed and launched new mobile and digital products aligned to customer needs.
Australian Wealth Management
Managed the operational separation of AWM from Tower Group, establishing new stand alone ASX listed entity fully operational for day 1 trading.
Tower Investment
Strategic review of closed for business legacy investment portfolio. Evaluated all strategic options, developed Information Memorandum, engaged with market to receive offers and advised on go forwards strategy.
Developed and implementation of new operating model for investment administration activities.
HESTA
Supported leading Superfund with operating model optimisation considerations.
EssSuper
Ran strategic planning process for $30bn super fund. Advisor to CEO on operating model transformation program, including setting the enabling technology strategy.
Russell Investment
Operational review of specialist wealth management business.
Aviva (Australia)
Developed new operating model for Finance function for Aviva. Reviewed all management information and developed prioritised suite of performance management reports aligned to business priorities.
AVIVA (Asia)
New operating model design for joint venture between Avia and WooriBank in Korea.
AXA
Strategy mapping exercise to develop appropriate suits of key performance indicators aligned to major strategic transformation program.
QBE
Ran the program office for Australia for QBE’s global transformation program.
Program director leadership support to major “pricing program” stream of work following organisation strategy review
Tower Australia
Led performance improvement program for Tower Insurance Australian business, including full implementation and delivery support of desired commercial benefits.
Tower New Zealand
Led group wide performance improvement program for Tower Insurance’s NZ business, including both life and general insurance divisions.
Genworth
Ran the strategic planning process for Genworth Australia.
CGU
Strategic review and assessment (including development of business case) for new adjacent business area opportunity for CGU.
GE Commercial
Advised on the integration of AGC’S $5bn commercial leasing business portfolio into GE Commercial.
Citibank
Developed improved executive management reports of Citibank’s commercial business in Australia.
Gateway Credit Union
Developed focused performance reporting frameworks and reports to improve focus of Board and executive management information.
Community First Credit Union
Led the strategic planning process for Community First Credit Union.
CLIENT
ENGAGEMENT
Konekt
Advised and supported CEO on a number of m&a activities, including target identification , undertaking due diligence , deal support and merger integration planning and delivery.
Ran strategic planning process for the Board and CEO.
Whole of business performance improvement program to improve efficiencies across multi-site national business.
dorsaVi
Strategic planning, transformation and m&a activity support for early stage medical device/ biotechnology business.
Genea
End to end operational review of IVF business to free up cash to invest in biotech product division.
Dougherty Apartments
Led strategic planning process for the Board for Aged Care business.
Warrah
Led strategic planning process for the Board for ndis sector nfp organisation.
CLIENT
ENGAGEMENT
NSW Treasury
Led the strategic planning process for NSW treasury agency. Led program to transform operating model of NSW treasury agency.
NSW Safety & Return to Work Services
Evaluated and advised CEO on program portfolio management framework and structure to drive transformation program across the agency.
I Care
Supported major program of work to establish professional HR service disciplines and process for new quasi government entity. In parallel provided on the ground team member support to major new core system and payment gateway program.
Willoughby City Council
Led the strategic planning process for major NSW local council.
TasNetworks
Evaluated the business requirements from envisaged new technology operating model to enable effective integration of the energy poles and wires network management and distribution businesses in Tasmania.
CLIENT
ENGAGEMENT
Transfield
Undertook independent review and developed recovery plan for major national grid infrastructure program in NZ experiencing major cost overrun problems.
Australand
Whole of business operational review to optimise commercial and residential business unit performance and to reduce overhead and corporate costs.
Ventia
Led the integration of the procurement activities of Leighton Contractors and Thiess.
Swire Shipping
Led the strategic planning process for one of the largest global shipping businesses.
Swire Cold Storage
Led the strategic planning process for Swire’s cold storage business.
Kordia Solutions
Led the strategic planning process for telecom service and solutions business.
CLIENT
ENGAGEMENT
Taldumande Youth Services
Led strategic planning process for the Board for homeless youth nfp. Subsequent advice to the Board on improved board reporting practices.
Warrah
Led strategic planning process for the Board for ndis sector nfp organisation.
Gateway Credit Union
Developed focused performance reporting frameworks and reports to improve focus of Board and executive management information
Community First Credit Union
Led the strategic planning process for Community First Credit Union.
CLIENT
ENGAGEMENT
StudyGroup
Led global transformation program for private equity owned education business.
Sandstone Technology
Supported privately owned Fintech business with due diligence process for potential acquisition opportunity.
SAI Global
Ran strategic planning process for SAI Global’s property services division. Included evaluation of acquisition opportunities to diversify.
Clayton Utz
Operational review of all non-legal business activities for leading national law firm.
Myer
Review and re-development of payments strategy for major retail business.
Undertook qualitative and quantitative customer base research to market test new product offering to support loyalty program strategy. Developed new product proposition and marketing plan. Launched new product to market.
The services we have provided
For our 40+ clients we have delivered over 50 engagements covering the range of our strategy planning and delivery services. See below for a sample of our engagements by service category:
CLIENT
ENGAGEMENT
EssSuper
Ran strategic planning process for $30bn super fund. Advisor to CEO on operating model transformation program, including setting the enabling technology strategy.
CGU
Strategic review and assessment (including development of business case) for new adjacent business area opportunity for CGU.
Genworth
Ran the strategic planning process for Genworth Australia.
Konekt
Ran strategic planning process for the Board and CEO.
SAI Global
Ran strategic planning process for SAI Global’s property services division. Included evaluation of acquisition opportunities to diversify.
NSW Treasury
Led the strategic planning process for NSW treasury agency. Led program to transform operating model of NSW treasury agency.
NSW Safety & Return to Work Services
Evaluated and advised CEO on program portfolio management framework and structure to drive transformation program across the agency.
Swire Shipping
Led the strategic planning process for one of the largest global shipping businesses.
Swire Cold Storage
Led the strategic planning process for Swire’s cold storage business.
Community First Credit Union
Led the strategic planning process for Community First Credit Union.
Kordia Solutions
Led the strategic planning process for telecom service and solutions business.
Westpac Equities
Strategic and operational review of Westpac Equities business.
Gateway Credit Union
Led the strategic planning process for Gateway Credit Union
Myer
Review and re-development of payments strategy for major retail business.
Willoughby City Council
Led the strategic planning process for major NSW local council.
Dougherty Apartments
Led strategic planning process for the Board for Aged Care business.
Taldumande Youth Services
Led strategic planning process for the Board for homeless youth nfp. Subsequent advice to the Board on improved board reporting practices.
Warrah
Led strategic planning process for the Board for ndis sector nfp organisation.
CLIENT
ENGAGEMENT
Australian Wealth Management
Managed the operational separation of AWM from Tower Group, establishing new stand alone ASX listed entity fully operational for day 1 trading.
GE Commercial
Advised on the integration of AGC’S $5bn commercial leasing business portfolio into GE Commercial.
Myer Financial Services
Strategic review of Myer Financial Services business underpinned by major credit card portfolio. Established new strategic partnership with Macquarie Bank, and developed and launched new mobile and digital products aligned to customer needs.
AVIVA (Asia)
New operating model design for joint venture between Avia and WooriBank in Korea.
Konekt
Advised and supported CEO on a number of m&a activities, including target identification , undertaking due diligence , deal support and merger integration planning and delivery.
CBA
Provided leadership support to the technology stream of the separation of Colonial First State from CBA.
Sandstone Technology
Supported privately owned Fintech business with due diligence process for potential acquisition opportunity.
SAI Global
Ran strategic planning process for SAI Global’s property services division. Included evaluation of acquisition opportunities to diversify.
TasNetworks
Evaluated the business requirements from envisaged new technology operating model to enable effective integration of the energy poles and wires network management and distribution businesses in Tasmania.
Ventia
Led the integration of the procurement activities of Leighton Contractors and Thiess.
Tower Investment
Strategic review of closed for business legacy investment portfolio. Evaluated all strategic options, developed Information Memorandum, engaged with market to receive offers and advised on go forwards strategy.
CLIENT
ENGAGEMENT
ANZ Retail Bank
Developed and implemented new operating model for core mortgage business.
Westpac
Developed and implemented new operating model for Westpac’s mortgage business, including repositioning and renegotiating major bpo/ito outsourcing agreement. Critical program to enable effective integration of St George Bank.
ANZ Private Bank
Operational review and operating model optimisation of ANZ Private Bank.
Aviva (Australia)
Developed new operating model for Finance function for Aviva. Reviewed all management information and developed prioritised suite of performance management reports aligned to business priorities.
Myer
Undertook qualitative and quantitative customer base research to market test new product offering to support loyalty program strategy. Developed new product proposition and marketing plan. Launched new product to market.
QBE
Ran the program office for Australia for QBE’s global transformation program.
Program director leadership support to major “pricing program” stream of work following organisation strategy review
Tower NZ
Led group wide performance improvement program for Tower Insurance’s NZ business, including both life and general insurance divisions.
CBA
Finance function transformation and shared services. Designed and developed implementation plan for CBA’s finance function shared service teams in Australia.
Tower Australia
Led performance improvement program for Tower Insurance Australian business, including full implementation and delivery support of desired commercial benefits.
Tower Investment
Developed and implementation of new operating model for investment administration activities.
Konekt
Whole of business performance improvement program to improve efficiencies across multi-site national business.
dorsaVi
Strategic planning, transformation and m&a activity support for early stage medical device/ biotechnology business.
EssSuper
Ran strategic planning process for $30bn super fund. Advisor to CEO on operating model transformation program, including setting the enabling technology strategy.
HESTA
Supported leading Superfund with operating model optimisation considerations.
NSW Treasury
Led the strategic planning process for NSW treasury agency. Led program to transform operating model of NSW treasury agency.
I Care
Supported major program of work to establish professional HR service disciplines and process for new quasi government entity. In parallel provided on the ground team member support to major new core system and payment gateway program.
TasNetworks
Evaluated the business requirements from envisaged new technology operating model to enable effective integration of the energy poles and wires network management and distribution businesses in Tasmania.
Australand
Whole of business operational review to optimise commercial and residential business unit performance and to reduce overhead and corporate costs.
Clayton Utz
Operational review of all non-legal business activities for leading national law firm.
StudyGroup
Led global transformation program for private equity owned education business.
Russell Investments
Operational review of specialist wealth management business.
Westpac Equities
Strategic and operational review of Westpac Equities business.
Genea
End to end operational review of IVF business to free up cash to invest in biotech product division.
CLIENT
ENGAGEMENT
Aviva (Australia)
Reviewed all management information and developed prioritised suite of performance management reports aligned to business priorities.
CBA
Strategy mapping exercise to develop appropriate suite of key performance indicators across the groups retail and institutional bank divisions.
AXA
Strategy mapping exercise to develop appropriate suits of key performance indicators aligned to major strategic transformation program.
Citibank
Developed improved executive management reports of Citibank’s commercial business in Australia.
Taldumande Youth Services
Advised the Board on improved board reporting practices.
Transfield
Undertook independent review and developed recovery plan for major national grid infrastructure program in NZ experiencing major cost overrun problems.
Community First Credit Union
Developed focused performance reporting frameworks and reports to improve focus of Board and executive management information.