Business Advisory Retainer

Ongoing support for Allied Health, NDIS and Aged Care providers who want a strategic partner, not just one-off advice.

Illustration of a laptop surrounded by data analytics icons, including graphs, charts, server stacks, a magnifying glass, and a file folder, representing analytics and data management.

Consistent support. Strategic input. Trusted partnership.

This service is for providers who want more than one-off advice — they want a strategic partner who understands their business and is available when it counts.

Whether you’re scaling, building structure, or looking for sharper input on operations and decisions, this retainer gives you regular access to high-trust, hands-on support tailored to your stage and goals.

Illustration of two people discussing business charts. One person is holding a tablet, and the other is pointing at a large graph on a flip chart. Background includes various charts, graphs, and a plant.

What’s Included

All retainers include:

  • A regular strategy session tailored to your stage and goals

  • Strategic input across pricing, service structure, or operations

  • A consistent advisor who builds context over time

  • Access between sessions (level of access depends on tier)

Higher tiers include more hands-on involvement, team engagement, document collaboration, and implementation support as needed.

Common Focus Areas

Team structure and service delivery optimisation

  • Pricing reviews and margin improvement

  • Support at Home, Aged Care Act, and NDIS reform preparation

  • Streamlined practice management and automation

  • Leadership and decision-making support

Retainer Tiers

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

    Lite Advisory Retainer


    From $1,200/month

    For capable solo providers or lean teams who want strategic direction — but can manage delivery independently.

    • 1x monthly strategy session
    • Light email/async access
    • Occasional feedback on documents or plans
    • No team contact, no hands-on implementation

    Designed as a lightweight partnership focused on guidance, accountability and strategic clarity.

  • Strategic Advisory Retainer


    From $2,500/month

    For growing providers who want more than just a catch-up — they want a strategic partner involved across planning, systems and progress.

    • 1x monthly strategy session
    • Ongoing input via email or Loom (fair use)
    • Feedback and collaboration on key documents, workflows, or pricing
    • Optional short check-in calls or ad-hoc team engagement
    • Support that builds momentum between sessions

    Ideal for providers scaling up, optimising operations, or preparing for structural or sector change — and want active, ongoing input between meetings.

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

    Implementation Support Retainer


    From $3,750/month

    For established providers navigating growth, restructure, or reform — who need deep, embedded support.

    • Fortnightly strategy sessions
    • Priority access and flexible scheduling
    • Active involvement in delivery and team planning
    • Document drafting, stakeholder engagement, and internal workshops
    • Support with change management, governance, or multi-site coordination

    Best suited for teams going through significant transitions. Ideal for those who want a dedicated advisor embedded in planning and delivery.

Not Sure What You Need?

Book a free 20-minute strategy call to talk through where you’re at and what kind of support would be most useful.

You’ll get:

  • A clearer picture of your priorities

  • Honest input on your current strategy

  • A sense of whether this type of partnership is the right fit

No pressure, no pitch. Just a focused, useful conversation.