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Entrepreneur business growth ambition

WELCOME TO

ZEALTH ADVISORY

We help small-to-medium enterprises (SMEs) across a range of industries to Plan, Grow, Perform and Realise their full potential and maximise value. Whether you're a start-up, scale-up or an established business, Zealth Advisory has you covered. 

About

ABOUT US

WE ARE AN EXTENSION

OF YOUR BUSINESS

At Zealth, we provide a range of Corporate Advisory and CFO Advisory solutions including:

  • Strategic planning

  • Growth advisory

  • Data integration

  • Financial modelling

  • Financial reporting and budget management

  • Optimising performance and Governance through our Virtual CFO services; and

  • Divestment (sale of business) advisory.

 

We are far more than an outsourced finance resource. We work as an extension of your business and in partnership with you to identify areas where our expertise and services can add value and drive positive outcomes for your business, while you focus on other core aspects of your business.

Business woman outsourcing accounting
Services

OUR SERVICES

HOW CAN WE HELP YOU?

Strategic Planning Services - Zealth Advisory

Strategic Planning Services

  • Strategy development

  • Securing strategy buy-in and managing change

  • Strategy reviews and re-sets

  • Data integration / analytics support

Growth Advisory Services - Zealth Advisory

Growth Advisory Services

  • Debt and Equity funding

  • Lease vs. Buy decisions

  • Business case development / review

  • Financial modelling

  • Property leasing

  • Business Acquisition advisory

CFO Advisory Outsourced CFO Services - Zealth Advisory

CFO Advisory Services

  • Financial reporting and governance

  • Cash flow management

  • Budgeting & forecasting

  • KPI development & monitoring

  • Strategic advisory & decision support

  • Negotiation / commercial matters

Divestment Sale of Business Services - Zealth Advisory

Divestment Advisory Services

  • Buyer identification and approach

  • Transaction negotiation and structuring

  • Due diligence disclosures

  • Sale agreement negotiation

  • Completion accounts

BOUTIQUE FIRM

Personalised service.

Relationship focused.

Trusted advisors.

EXPERTISE

Specialist knowledge.

Commercial approach.

Industry / vertical specialisation.  

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VALUE ADD FOCUS

Results-led.

Driven by helping business owners maximise value and achieve their goals.

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DATA DRIVEN

Evidence based decision making. Leveraging data and software to enhance outcomes.

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WHY CHOOSE ZEALTH?

Clients

CLIENTELE

SMS Healthcare logo
Skin + Bone Clinic Logo
KICK Learn to Swim Logo
Sports Lab Logo
Landsberry & James Logo
Allen Legal Logo
Agentbox Logo

CONTACT US

GET IN TOUCH

ADDRESS

Level 11, 65 York Street,

SYDNEY NSW 2000

 CONNECT

  • LinkedIn
  • Instagram
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