Founders that can go on holiday.A team that runs without you.Growth that doesn’t cost you another hour.
We help build Australia’s Greatest Advice Firms
Limited to 2 new firms per month. For Financial Planning Firms doing $2M + in revenue.
Some Success Stories
SMAPartners
Featured on
SMASMAHow we help you grow
Two steps, and we’re beside you for both.
VLV Roadmap
You know the firm needs to change. Want to know what to fix first? 30 days to get four clear answers and a plan to scale profitably.
Get your Roadmap →VLV Install
The plan is set. Now it gets built: process, team, and tech installed into your running business without breaking what’s already working.
Start the Install →
“Working with our internal team, the automations Tim drove have saved us hundreds of hours of admin.”
Founder, Pivot Wealth
If your business could talk, what would it say it needs?
Pick the bottleneck. See what it’s quietly costing you, then where the Roadmap starts.
Better Tech
Paying for software the team works around. The platforms don’t integrate, the team are doing stuff on spreadsheets and double handling is BAU. It’s been ‘the way we do things’ for so long that no one has questioned it.
More Leads
The referral network delivers when it delivers. When it doesn’t, you’re waiting. Growth at the pace of other people’s generosity.
Steady Revenue
Big months, quiet months, no way to clearly see three months ahead. You are basing your capacity planning on gut feelings and being reactive more than anything else.
Proper Systems
The team handles what they know. Everything past that lands with you. If you ask two people doing the same role how to do something, you may get two entirely different answers.
Capable Leaders
Your team is good at the job. They still need you in the room to make the calls that should live with them. You and the leaders are wearing multiple hats, on top of your day jobs.
Better Margins
You got more clients. Revenue went up. Your take home barely shifts. You have started to realise that the growth is making the problem worse. It was more profitable with fewer people.
Breathing Room
The last time a leader went away, they checked their emails daily and responded to text messages. The business may have survived without them but it was a headache and there wasn’t growth in their absence.
Free tools for advice firms.
Take what’s useful. It’s on the house.
Team Scorecard Find what’s quietly capping your firm. →
AI Readiness Self-Assessment Score your firm before you spend a dollar on AI. →
Scaling Calculator The path from $2M past $5M. →
Client Journey Audit Find the leaks costing you clients and referrals. →
June AI Roadmap See where AI actually pays for itself. →
Team Scorecard Find what’s quietly capping your firm. →
AI Readiness Self-Assessment Score your firm before you spend a dollar on AI. →
Scaling Calculator The path from $2M past $5M. →
Client Journey Audit Find the leaks costing you clients and referrals. →
June AI Roadmap See where AI actually pays for itself. →
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We’ve spent years building Australia’s most awarded financial advice firms.
Tim Lea · Founder
FAQs
The direct version. If yours isn’t here, book an intro and ask.
With a free 15-minute Strategy Call. We work out whether your firm’s a fit, where the bottleneck is, and which step makes sense first. From there it’s two steps: the Roadmap, then the Install. No deck, no pitch, just a straight read on whether I can help.
Step one. We map the firm across profit, team, and technology, then hand you a prioritised plan to scale, ranked by what each move is worth rather than what’s loud right now. You leave with a do-this-not-that plan your team can start on Monday, and it’s yours to keep whether we keep working together or not.
Step two. We build the Roadmap with you: the technology in, the team levelled up, until the firm runs on it and you’re free to do only the work you want to. The Roadmap is the plan you keep; the Install is the year we spend putting it in place beside you.
Founder-led financial services firms doing $2M or more in revenue, with a team that’s outgrown the way the founder first set things up. If you’re under $2M, this isn’t the moment, and I’ll tell you that on the call rather than sell you something that won’t land.
What’s your business score?
Fifteen minutes. Five behaviours. Scored out of 25. No card, no newsletter ambush.