Client Resources

A private working area for advisory clients.

The members area is designed to make consultations more useful: practical worksheets, decision tools and preparation resources that help turn broad problems into specific actions.

PREPAREArrive with the commercial picture organised
DECIDESeparate options, evidence and assumptions
ACTTurn conversations into a 30–90 day plan
Resource library

Tools for the conversations clients actually need to have.

International Optionality Map

Compare personal, business and capital options across jurisdictions before committing to a move.

AI Opportunity Map

Find the lead, admin or hand-off problem most worth automating first.

Funding & Investment Readiness

Prepare the commercial evidence an investor or lender is likely to ask for.

90-Day Advisory Map

Turn a complicated situation into priorities, owners, dates and next decisions.

Founder Distress: First 72 Hours

Stabilise information, cash, communications and professional support before making irreversible decisions.

Adviser Meeting Preparation

Walk into legal, tax, insolvency, migration or financial meetings with cleaner questions and a better document pack.

Access

Private client access is being upgraded.

The current resource library contains general tools only. Sensitive documents should not be uploaded until full authenticated storage is enabled.

Security note: I am keeping confidential client documents out of this area until the authentication and storage layer is suitable for sensitive information.