Business Advisory Retainer

Ongoing support for Allied Health, NDIS and Aged Care providers who want a strategic partner embedded as part of their team.

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Consistent support. Strategic input. Trusted partnership.

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

You can choose whether I work:

  • Internally — engaging directly with your team, systems and projects

  • Externally — providing independent strategic support, a sounding board, and extra capacity

Either way, the focus is on giving you consistent, high-trust, hands-on support tailored to your stage and goals.

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What’s Included

All retainers include:

  • A regular strategy session tailored to your stage and goals

  • Strategic input across pricing, service structure, operations or growth

  • Ongoing access between sessions via email or Teams/Slack

  • A consistent advisor who builds context over time

Higher tiers mean more embedded involvement. Whether that’s sitting in on team meetings, helping deliver projects, or shaping strategy and implementation alongside you.

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

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    Lite Advisory Retainer


    From $1,500/month

    For solo providers or early-stage teams who want strategic input and a sounding board to stay on track.

    ✔ Monthly strategy session
    ✔ High-level guidance and planning input
    ✔ Light document review and feedback
    ✔ Ongoing support via email or Teams/Slack

    Best for: providers who can execute independently but want expert input on direction.

  • Strategic Advisory Retainer


    From $2,500/month

    For growing teams who want focused support to navigate decisions, prioritise change, and improve how their business runs.

    ✔ Monthly strategy session
    ✔ Targeted support across pricing, service model, team structure or financial strategy
    ✔ Input on internal processes, hiring or provider engagement
    ✔ Ongoing support via email or Teams/Slack

    Best for: providers scaling services, building out their team, or refining operations.

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    Implementation Support Retainer


    From $3,750/month

    For providers undergoing major growth or change who need more hands-on involvement across key areas.

    ✔ Fortnightly strategy sessions
    ✔ Active support with planning, delivery, and internal decision-making
    ✔ Document drafting, review, and collaboration with your team
    ✔ Priority access for async support via email or Teams/Slack

    Best for: providers launching new services, entering new markets or restructuring how they operate.

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.