Business Coaching for financial advisers, accountants and brokers
Hands-on coaching so your practice does more and you do less.
Whether you’re stabilising a sub-$1m firm or running a larger practice, Audere gives you a clear plan, smart tech and tools, and in-the-trenches support to build a business that can run without leaning so heavily on you.
Shaun Hunt
Michael Rowland
Justin Hyland
Sam Carroll
Chris Brown
Daryl La’ Brooy
elizabeth hatton
Debbie French
Tim Collins
Joshua Cratchley
You’ve built something real.
Now it’s about how it runs.
You don’t need convincing that your business can work.
The question is how to keep growing margins, capacity and value without you working longer hours, carrying every decision, or gambling on the wrong tech.
Most principals we work with are:
Our coaching programs are built for that stage. Each one combines:
Then we match the intensity and format to where your firm is now.
Which of these sounds more like your firm?
Ready to Grow
For advice, accounting and broking firms up to ~$1m revenue
- The principal is still in most advice / productio
- Systems exist, but they’re often in your head
- Pricing, capacity and service tiers are “roughly right” but not engineered
- You want to grow without creating chaos or burning out
Ready to Scale
For firms typically $1m–$5m+ revenue.
- Founder bottleneck is still a problem.
- Leadership, operations and compliance are pulling you in different directions
- The tech stack is messy or underused
- You want a business that can genuinely run and grow without you at the centre
Ready to Expand
For multi-partner and high-growth firms wanting board-level, team-wide engagement.
You’re growing, but:
- Need to develop your tea, culture and leaders directly.
- Want to adopt a more disciplined cadence for bigger moves – acquisitions, succession, executive team build-out
- Are seeking advanced support with pricing, capacity, tech and governance at scale
Three pillars inside every engagement
If you keep operating as is, what happens to profit, capacity and risk?
You end up with a clear decision map that guides everything we do together – and gives you confidence you’re not just making big moves on gut feel.
We look at where tech and AI can genuinely improve your practice:
..and because we build our own tools, we plug in tools we know work, help design workflows, and save months messing with the wrong platforms.
Turn decisions and roadmaps into reality.
This isn’t coaching as “cheerleading”. It’s structured, externalised behavioural change for you and your business.
Shaun Hunt
Michael Rowland
Justin Hyland
Sam Carroll
Chris Brown
Daryl La’ Brooy
elizabeth hatton
Debbie French
Tim Collins
Joshua Cratchley
Ready
In detail
For firms up to ~$1m revenue.
For owners who’ve proven the model, but are still deep in the weeds. You want to stabilise income, tighten your offer, and start building a team and systems – without losing control.
Outcomes
- Move from “busy but fragile” to a repeatable, resilient practice model
- Get clear on ideal client, pricing and service tiers
Create simple, consistent workflows for advice delivery and reviews
- Make your first smart hires and set them up for success
What you’ll work on together
- Business model & offer: value proposition, tiered services, entry points and packages
- Pricing & capacity: fee structure that supports profit and sustainable client loads
- Core operations: basic but solid processes for advice, reviews, and client communication
- Early tech & AI moves: small, safe wins that save you time without over-engineering
How the program runs
- 12-month engagement, typically renewed
- 1:1 sessions with Stewart plus involvement of your leadership / key teaQuarterly planning & capacity mapping, monthly implementation sprints
- Access for you and your team to the full Audere course library and tool stack
Investment
Practice Evolution is an investment of $3,700–$2,500 per month, depending on the size of your practice and how extensively you’d like your team involved.
Prefer to pay upfront?
Pay for ten months and receive two months free.
For firms $1m–$5m+ revenue.
For established firms that are profitable on paper but still too dependent on the principal. You want to grow, protect margins and get your life back – without compromising advice quality or compliance
- Get the principal out of 90% of day-to-day production and escalation
- Build a leadership and operations rhythm that runs without constant owner intervention
- Lift margins through better pricing, client mix and capacity design
Rationalise and tune the tech stack so it supports growth instead of slowing it down
(For example, in one HNW firm we worked with, revenue doubled to $2m+ in two years, principal delivery dropped from ~90% to under 30% of client work, and compliance scores lifted from 78% to 92% while turnaround times fell by more than half.)
What we work on together
- Profit model & capacity: pricing, service tiers, client segmentation and adviser capacity
- Operating model & compliance: advice workflows, review cadence, file notes, QA and monitoring aligned with ASIC and licensee expectations
- Team & leadership: role clarity, accountability, management meetings, structured delegation
- Tech & AI: consolidating platforms, deploying automation and AI where it’s safe and high-impact
How the program runs
- 12-month engagement, typically renewed
- 1:1 sessions with Stewart plus involvement of your leadership / key teaQuarterly planning & capacity mapping, monthly implementation sprints
- Access for you and your team to the full Audere course library and tool stack
Investment
Practice Evolution is an investment of $3,700–$2,500 per month, depending on the size of your practice and how extensively you’d like your team involved.
Prefer to pay upfront?
Pay for ten months and receive two months free.
- Clarity on medium- to long-term positioning, growth paths and potential exit
- A strong second-line leadership team and governance rhythm
- Advanced pricing, capacity and tech strategies that support scale
- A culture of continuous improvement rather than one-off projects
- Profit model & capacity: pricing, service tiers, client segmentation and adviser capacity
- Operating model & compliance: advice workflows, review cadence, file notes, QA and monitoring aligned with ASIC and licensee expectations
- Team & leadership: role clarity, accountability, management meetings, structured delegation
- Tech & AI: consolidating platforms, deploying automation and AI where it’s safe and high-impact
- 12-month engagement, typically renewed
- 1:1 sessions with Stewart plus involvement of your leadership / key teaQuarterly planning & capacity mapping, monthly implementation sprints
- Access for you and your team to the full Audere course library and tool stack
Practice Evolution is an investment of $3,700–$2,500 per month, depending on the size of your practice and how extensively you’d like your team involved. Prefer to pay upfront?
Pay for ten months and receive two months free.
Build With The End In Mind
Whether you’re aiming to scale profitably, exit down the line, or simply want to work less without sacrificing results—our programs are designed to meet you where you are.
No fluff. No cookie-cutter advice.
Just high-quality coaching expertise, real-world practical strategies, and methodical planning & execution to help you grow the business you actually want.
This is your chance to move from reacting—and start leading it with vision, confidence, and freedom.
What’s Your Next Step?
You’ve done the hard work, and you don’t have to navigate these next phases alone.
Here’s your next steps:
Book a no-pressure strategy call. We’ll talk through your business, your goals, and program fit.
Get honest, experienced advice. We’ll lay it out straight, even tell when you don’t need coaching.
Walk away with clarity on where you are, where you want to go, and how to start moving forward.
This isn’t about selling you into something.
It is about helping you decide what your next right move is.
Program Pricing
The Most Valuable Discussion You’ll Have In Months
We know this works—because we’ve seen it work for dozens of established principals who were in your exact shoes.
But we don’t expect blind trust.
That’s why that within the first 30 days if either or us believe there is not going to be sufficient ROI to justify the coaching relationship, or it simply isn’t working, we disengage without any questions or friction.
No fluff.
No pressure.
Just honest partnership, clear strategy, and a path to a business that finally feels like it’s yours again.
Simply pick an option for your membership and get started
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Coaching |
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Ability To Ask Unlimited Questions Online |
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Private 1-to-1 coaching |
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Annual Business Planning Sessions |
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1:1 Management Sessions |
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1:1 Team Coaching |
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In person workshops |
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Training |
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Access to all 18 training courses (valued at $1499 each) |
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Participate in all live sessions, short courses & peer events |
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Get CPD for course completions |
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Resources |
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Access to the core Audere toolbox |
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Use of the Audere tech stack |
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Extended implementaton suppprt |
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Access the extended Audere tool stack |
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Investment |
$597/month |
$2357/month |
Starting at $5,000/month |
We’re constantly updating training modules every year and adding 3-4 new pieces of training and tools every month. The content never sits still, as you’d expect from a fast evolving industry landscape.
You sure can. Just head over to success.audere.com.au.
Practice Evolutions and Excellence include access to the complete program for you and anyone else in your team.
We recommend committing a consistent 2-4 hours each week to working on your business. If you are challenged to do this, we have several tools and modules that can help you find them time.
