CFA · Accountancy · Actuarial qualified  ·  11 Word + Excel templates included free  ·  16% off your next plan within 3 months
1,000 what-if scenarios · live
P5P10P25 P50 P75P90P95
Frequently asked

Real questions.
Straight answers.

Questions we get most often, answered without marketing spin.

Properly Australian. Every plan follows the business.gov.au detailed template structure, uses AUD pricing with GST considered, references Australian regulators (ASIC, TGA, ACMA, CASA, AASB depending on industry), and benchmarks against Australian market data. We don't rebadge US templates.

Fully editable. The Word plan is a .docx with no password or restrictions. The Excel model is a .xlsx with all formulas unlocked - change any assumption and the model recalculates. The PowerPoint is a standard .pptx. You own the files after purchase and can modify them however you like for your own business.

Two options. First, many of our plans transfer well - a home care plan works for allied health, a coworking plan adapts to any membership-based venue. Second, we build custom plans for a fee (typically A$2,500–$8,000 depending on complexity). Get in touch with your industry and we'll quote.

Yes. The business.gov.au template is the structure the Australian government recommends and what most Australian banks, grant bodies, and SME-focused investors expect to see. Using it signals that you've done your homework. Several of our customers have explicitly mentioned that bankers noticed and appreciated the structure.

A what-if scenario testing runs your business 1,000 times under different random combinations of assumptions, then shows you the distribution of outcomes. Instead of “Year 3 operating profit will be $454K,” you get “there's an 80% chance Year 3 operating profit is between $280K and $620K, with a 91.7% probability of profitability overall.” That's the honest answer to “how likely is this to work?” and it's what investors increasingly want to see. Included with AI Consulting, Mobile App, and select other plans.

Depends on your purpose. For an internal planning exercise, you can use the plan nearly as-is by just updating assumptions. For a bank or investor submission, plan for 3–6 hours of customisation: your name and ABN, your team, your specific differentiation, your particular numbers, and your voice on the narrative. The plan is a high-quality frame that saves the 20–40 hours you'd otherwise spend on structure.

Yes - priced separately to each plan. Every plan is a professional starting point built to Australian standards; if you need to go further, we offer consultancy support as a separate engagement: customising a plan to your real business, working through the financial model with you, pitch rehearsal before investor / lender meetings, and what-if testing workshops on your own assumptions. From A$450/hour by engagement. Get in touch for a quote.

Yes. We refresh plans roughly quarterly to reflect regulatory changes, updated market data, and customer feedback. Every purchase includes the version current at time of purchase. When a plan you’ve bought is refreshed, we’ll email you and offer the updated edition at a reduced upgrade price.

Absolutely - we encourage it. A second set of eyes on the assumptions is always valuable. The licence permits you to share the files with your team, your advisors, and anyone supporting your business. What it doesn't permit is reselling or publicly redistributing the plans.

Microsoft Word, Excel, and PowerPoint (2016 or later). Google Docs / Sheets / Slides can also open the files, though some formatting and formulas may display differently. LibreOffice works too. The what-if scenario testing works best in Microsoft Excel because it relies on the random-number formulas Excel uses for the simulations that behave consistently there.

All prices on this site are in AUD and GST-inclusive. A tax invoice showing the GST component is emailed with your order confirmation, which you can use for BAS / expense reporting.

Yes. The plans are particularly useful for Australian businesses, but the financial modelling techniques and structure apply globally. International buyers don't pay GST (handled automatically at checkout) and download the same files. We ship digitally to over 140 countries.

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