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.