Capital Matters

Consultancy & Advisory Services

Navigating change whilst keeping sight of your business goals remains a fundamental challenge for businesses in today's heavily regulated and highly competitive environment.

If you operate within Australian financial services you know this all too well, with the constant regulatory updates, technological advancements, business red tape and ever increasing consumer expectations. 

Capital Matters Specialist Advisory Division has been created specifically to serve the needs and requirements of the Australian Finance Services industry with a particular focus on Small to Medium sized Australian Financial Service Licence (AFSL) holders. 

WIth a range of consulting and advisory services that can be tailored to each customers needs, Capital Matters works with Board and Executive Level functions to ensure business goals are met.

Our consultancy services are forged around four key pillars.

CM_StrategyPillar

Pillar Outline

Strategy

Assistance with the crafting and management of strategic objectives. Research into competitors, product design, customer needs, expansion plans, capital requirements and more.

CM_SystemsPillar

Pillar Outline

Systems

Harnessing technology in the most efficient and effective manner along with navigating its implementation. From software applications to data management and security.

CM_PositionPillar

Pillar Outline

Positioning

Understanding what you are doing is as important as recognising what you aren't. Encompassing business operations, project management, corporate communications through to brand strategy and more.

CM_RiskPillar

Pillar Outline

Risk

Mapping and understanding of the risk landscape, from regulatory and operational risks to cyber posture, awareness and training.

Capital Matters

Additional Services

Spanning our consultancy offerings is a range of additional services designed to meet the needs of Australian Financial Services Licence Holders.

Additional Services


Assistance with product design and pricing



Marketing material drafting and design



Information Memorandum compile, formatting, review and export



Customer Portals


Capital Matters

Consultancy & Advisory Services

With principles forged on collaboration, trust, relevance and output we don’t just advise, Capital Matters works side by side with select clients to assist, shape and enhance high performing businesses.
Capital Matters

For the capital that matters most. Yours.