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
How it works

From browse to decision-maker in a few hours.

No fluff. Buy a plan, download it, customise your numbers, use it. The whole process is designed so you can go from “I need a plan” to “I have a plan” in an afternoon.

Browse the catalogue

Filter by industry, review the tagline, and see what's included. Every plan has a preview PDF so you know what you're buying.

Buy securely

Add to cart, check out securely with Stripe. All prices in AUD, GST inclusive. Card, Apple Pay, Google Pay - all supported.

Download instantly

The moment your payment clears, your files (Word + Excel + PowerPoint) are emailed to you. No waiting, no shipping.

Customise & deploy

Yellow input cells in Excel, square-bracket placeholders in Word. Replace with your numbers and details. Print, present, or send.

The mechanics

What's inside each file.

We're transparent about exactly what you're buying. Here's the technical content of every plan we sell - down to the number of tabs in the Excel and pages in the Word doc.

A.

Word business plan

~20 pages. Cover, table of contents, executive summary, business details, registration, premises, org chart, management, key personnel, products/services, innovation, insurance, risk register, legal, operations, sustainability, market research, customers, SWOT, competitors, advertising & sales, vision, mission, goals, action plan, financial summary, assumptions, start-up costs, Profit and Loss forecast, cash flow, break-even, supporting documentation.

Editable: All text, all tables. Square-bracketed placeholders flag anything to personalise.

B.

Excel financial model

7 tabs: Cover, Key Objectives, Assumptions, Start-up Costs, Profit and Loss Forecast, Cash Flow, Break-Even, Dashboard. 5-year annual projection. All formulas unlocked, industry-standard colour coding (blue = input, black = formula, green = link).

Tested: Every file passes formula validation. No #REF!, #DIV/0!, or #VALUE! errors.

C.

PowerPoint opportunity brief

5 slides, 16:9 widescreen: (1) cover, (2) market opportunity with key stats, (3) opportunity thesis with gap analysis, (4) 5-year financial projections, (5) investment case & next steps. Editorial typography, restrained colour, decision-maker ready.

Editable: PowerPoint format. Swap in your numbers and branding.

D.

what-if scenario testing (select plans)

Separate Excel workbook with 6 sheets: Cover, Assumptions (14 variables with average, spread either side and bounds for each), Simulation (1,000 alternative runs of the model), Results (percentile bands - the typical bad / middle / good outcomes - plus the chance of running at a profit and a likely-range estimate), Tornado chart (bars showing which inputs move the result most, longest bar on top), and Histogram (a bar chart showing how often each profit level came up across the 1,000 runs). Press F9 to re-run.

In plain English: spread either side = how much each input wobbles up and down (sometimes called standard deviation or std dev). Percentile bands = the typical bad / middle / good cases (10th / 50th / 90th out of the 1,000 runs). Likely range = the band the result lands in most of the time (often called a confidence interval).

Premium feature: Included with AI Consulting, Mobile App, and other technology plans.

Typical timeline

Realistic expectations.

These plans save weeks of work - but they still need your input. Here's how long a typical customer spends.

15 min

Read through

Open the Word plan, skim the structure, understand the logic of the financial model.

1–2 hr

Enter your numbers

Populate the yellow input cells in Excel with your assumptions. Update the founder bio and business details in Word.

1–3 hr

Customise & sanity-check

Tweak the narrative to your voice. Check that the numbers still make sense after customisation. Update the pitch deck.

Important

Get a second set of eyes

Have your accountant (or other trusted advisor) review the financial assumptions before you send it to a bank or investor.

Ready when you are.

The full catalogue. Instant download. Consultancy support on request.

Browse the catalogue