Services

Loosemore Advisory helps leaders cut through complexity. Our role is to provide clarity, structure, and support across finance, operations, marketing, culture, governance, risk, and philanthropy. The common thread is careful judgment and practical analysis, giving leaders the tools to move forward with confidence.

1. Finance and strategy

We help organisations understand and shape their financial position and performance. This may involve building models to explore growth, sale, or succession scenarios, or clarifying how existing obligations affect flexibility. Beyond mapping the current position, we focus on identifying practical steps that improve it, whether through restructuring, investment decisions, or adjusting resource allocation. The aim is to provide leaders with a realistic foundation for long-term strategy and the tools to act.

2. Operations and performance

Efficiency can be the difference between profit and loss, not just progress and stagnation. We look at how processes, systems, and teams fit together, identifying opportunities to reduce duplication and create sustainable rhythms of work.

This may involve setting up offshore operations and training new teams, aligning software tools, rebalancing in-house and outsourced resources, or simplifying workflows so management can focus on priorities.

For smaller organisations, operational change cannot be divorced from culture. Teams are not machines, and managers often carry pastoral and emotional commitments to their staff. Our approach recognises this balance: efficiency is achieved not only through better systems, but also by maintaining morale and ensuring that teams remain engaged in the organisation’s goals.

3. Marketing and positioning

Clear communication underpins growth and trust. We support leaders in reviewing performance marketing and acquisition strategies, ensuring they are guided by meaningful metrics rather than noise.

A key part of this work is recognising that decisions about spend are also financial ones. We help organisations interpret the results of past campaigns, connect those outcomes to realistic projections, and understand what can be achieved with greater or lesser investment. This interplay between data and budget is critical to making confident decisions about how much to allocate and where.

We also specialise in translating complex ideas into accessible language that resonates with customers, funders, or regulators. The aim is to ensure positioning reflects strategy and that messages cut through with clarity.

4. Culture and governance

Culture and governance need to work in harmony if an organisation is to succeed over the long term. We help leaders strengthen governance frameworks, clarify expectations, and create environments where teams can contribute effectively.

This work often includes supporting leaders to engage their teams during times of change, ensuring that adjustments to systems or structures do not erode trust or commitment. Michael’s experience as General Manager Operations at an ASX-listed recruitment technology business provides a practical perspective on employee retention, attraction, and the development of employee value propositions grounded in robust staff input.

We also bring lessons from technology startups in regulated spaces where clarity about what will be accepted and what will not can determine whether a new idea succeeds. This background sharpens our ability to guide organisations in aligning governance and culture with both their strategic goals and the practical realities of their industry.

5. Risk and compliance

Risks often sit latent within organisations until they are deliberately examined. Some are obvious, but many are embedded in structures, obligations, or external conditions. Our role is to bring those risks to light so that leaders can decide, with intention, whether and how to address them.

This can include clarifying commercial and regulatory exposures, translating contractual obligations into operational requirements, or stress-testing operational structures. By framing risks in a structured way, we help leaders understand their significance, weigh trade-offs, and act with confidence about what is being managed and what is not.

6. Giving and philanthropy

Our focus is on helping purpose-driven organisations and funders think clearly about mission, positioning, and impact. For organisations, this may mean articulating mission and business plans in a way that resonates with funders, ensuring structures are robust enough for success, or preparing sophisticated budgets for major projects. For funders, it can mean clarifying how to direct resources to achieve lasting impact.

Michael’s experience at Wendy Brooks & Partners provided invaluable training and exposure to a wide range of not-for-profit clients. That background, combined with subsequent governance and advisory work, shapes the approach at Loosemore Advisory: positioning organisations to succeed and enabling funders to act with confidence.

How we work with you

Loosemore Advisory does not provide legal advice or licensed financial services. Our role is to work alongside leaders, offering analysis and perspective that sharpen decision-making.

We act as a trusted sounding board. Leaders carry the responsibility for setting direction, but an independent perspective helps test assumptions, broaden options, and bring issues into sharper focus. Our work complements management’s expertise, supporting leadership teams to make decisions with greater clarity and purpose.