Annual Planning Packages

Short-term strategic support to help you get clear, focused, and ready for the new financial year.

EOFY is a great time to pause, reset, and set direction.

These short-term planning packages are designed for Allied Health, NDIS, and Aged Care providers who want to make smart, intentional decisions for FY26.

Whether you’re growing, overwhelmed, or just unsure where to focus next — a planning session can help you move forward with more confidence.

What’s Included

  • Person walking on a path with grass, wearing athletic shoes and leggings.

    Starter – $1000


    For sole traders or small teams who need quick clarity on direction and priorities.

    Includes:

    • 60-minute planning session (via Teams)
    • Action plan with key goals and next steps
    • Option to add follow-up sessions

    Best For:

    • Quick strategic refresh
    • Immediate next steps without complexity
    • Early-stage businesses or first-time planners

    A quick, focused session using proven planning tools to clarify your goals and priorities.

  • Illustration of a woman sitting on a large green arrow, speaking to a man standing nearby, with a laptop and documents, symbolizing a business or professional conversation.

    Standard – $2,000


    For growing providers who want a structured but efficient planning process with light support.

    Includes:

    • Pre-session questionnaire
    • Two x 60-minute sessions
    • Strategic summary with priorities
    • Email support for 2 weeks after the plan is delivered

    Best For:

    • Teams wanting alignment across services or locations
    • Planning for growth, new hires, or funding changes
    • Providers who want some accountability and follow-up

    Sessions are guided by relevant consulting and business frameworks to help you set clear direction and achievable priorities.

  • Young man in graduation gown and stoles, holding diploma folder, standing outdoors near columns.

    Premium – $3,000


    For established businesses needing a full strategic reset and roadmap for the year ahead.

    Includes:

    • Pre-work and context gathering
    • Three x 60-minute planning sessions
    • 12-month strategic roadmap (including key initiatives by quarter)
    • 30-minute follow-up session 3–4 weeks later
    • Email support for 4 weeks

    Best For:

    • Businesses planning major changes (growth, restructure, expansion)
    • Leaders who want strategy plus structure, not just discussion
    • Providers seeking to lay foundations for future advisory or retainer work

    We’ll use tailored planning and business frameworks to co-design a strategic roadmap and structure that fits your business.

Illustration of a woman and a man standing apart, both with confused expressions and question marks above their heads, with a large purple question mark between them.

How It Works

  • Sessions delivered virtually (in-person available for Premium in Melbourne)

  • You’ll receive a clear strategy summary and action plan tailored to your goals

  • Designed to be practical, efficient, and easy to action

  • Option to extend into quarterly check-ins or a business retainer if needed

Who It’s For

  • Allied Health business owners preparing for FY26

  • NDIS or Aged Care providers needing clear direction

  • Teams planning growth, restructure, or service redesign

  • Leaders who want strategy, not guesswork

This isn’t a long-term engagement — it’s a short, focused opportunity to reset your thinking and build a clear plan. If you need ongoing support after that, we can discuss what that looks like.

Let’s Talk

Not sure which package is right for you?

Book a free 30-minute call to talk through your goals and what kind of support would make the biggest impact before EOFY.

You’ll leave with:

  • Clarity on where to focus in FY26

  • Advice tailored to your stage and sector

  • Confidence to move forward — whether we work together or not