Programs

Which program is right for me?

plans & Pricing

At Helix Planning, we offer assistance along the spectrum from business coaching to business advisory services.

With our robust financial services background, we’re able to offer a higher degree of financial education than many other business consultancy services. This financial focus underpins and informs all our programs. We'll investigate every one of your operations and communications to uncover the root cause of any roadblocks along your way. Here's how we operate

Uncover 1:1
Introductory Strategy Call
$
550
inc GST

60-minute coaching/strategy session is designed to provide personalised guidance, direction, and inspiration tailored to your unique needs and challenges.

During our in-depth session, we'll dive deep into the key areas of your business that require attention and improvement. We'll explore various options and solutions together, ensuring that you feel empowered and confident in creating positive change.

Note that this session can't cover all areas of your business (due to time limitations) but we can focus on one-two areas that require attention.

*If you have multiple areas that you wish to discuss then perhaps our Elevate Program option is a better fit

Get Started
Emerge
Once off business strategy & audit
$
1875
inc GST

Investigate and rebuild systems and processes around business management including: diversified income streams, future cashflow strategy, forecast and profit projections.

  • Questionnaire to set the tone and begin the change management process
  • Assessment of needs prior to workshops
  • 2 hour strategy workshop to work out options & outcomes
  • 2 hours research and reassessment for Helix Planning
Get Started
Elevate
Basic business strategy
& audit
$
3750
inc GST

Investigate and rebuild systems and processes around business management including: entity structures, diversified income streams, future cashflow strategy, forecast and profit projections.
Setting up Objectives, Goals and Target Market for 2024, 25 & 26 FY
Assistance with other ad hoc business requirements within timeframe

  • Questionnaire to set the tone and begin the change management process
  • Assessment of needs prior to workshops
  • 2 x 2 hour strategy workshop to work out options & outcomes
  • Exit Questionnaire to test your knowledge and skills growth
  • 2 hours research and reassessment for Helix Planning
Get Started
Excel
Once business audit & strategy planning
$
7500
inc GST

Current business audit – is your Castle built on sand? What’s working and what isn’t. (Brand, Communications, Client Data, Services, Systems & Processes) and what works moving forward. Investigate and rebuild systems and processes around business management including: entity structures, diversified income streams, future cashflow strategy, pricing for profit, forecast and profit projections  

Develop Strategy for achieving Set Objectives including actionable tasks for Management to implement Assistance with other ad hoc business requirements within timeframe.

  • Questionnaire to set the tone and begin the change management process
  • Assessment of needs prior to workshops
  • 4 x 2 hour strategy workshop to work out options & outcomes
  • Exit Questionnaire to test your knowledge and skills growth
  • 2 hours research and reassessment for Helix Planning
Get Started

Suggested ongoing coaching after Audit

1st 6 weeks post audit fortnightly 1 hr coaching
Then changing to monthly coaching x3
Then progressing to quarterly

1.5 hrs, charged at $750 inc gst

To find out more about our programs please contact via phone 0421 079 415 or via email info@helixplan.com.au
CLIENT STORIES

"Sarah has been a valuable asset to my construction business since the very beginning. I trust Sarah’s advice when it comes to cash flow, managing my expenses and my business plan. Sarah is patient and explains everything until you have an understanding - no matter how long it takes. Whenever I speak to anyone about their business, I always recommend Sarah’s services"

“Sarah quickly helped me brainstorm and get to the core of what I need to focus on in my new business. In 5 minutes she elicited an outline which I would have stewed about for days!”

“I highly recommend that anyone looking to shake things up, strategise and structure their business offering gives Sarah a call immidiately! (She’s also taught me that procrastinating isn’t very helpful to achieving my goals)”