Resources, Tools & Guides

Not sure where to start? We have free resources available that you can use for business planning and getting set up. Get in touch with your local Advisor to learn more.

Templates

We have business templates available, including business planning, marketing planning, website planning, continuity planning and more! ​Reach out to our team to find out about these available resources.

• Business continuity plan
• Business plan template
• Letter of complaint
• Marketing plan template, and more!

get in touch

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Tools

Access cash flow forecasting to hourly rate calculators, and most popular small business tools - reach out to our team to find out about these available resources.

• Break even analysis calculator
• Calculating your hourly rate
• Cost of goods sold
• End of Financial Year checklist
• Operating Costs
• Risk analysis matrix
• Sales forecast
• Starting a business checklist, and more!

get in touch

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Guides

Access comprehensive guides on small business matters including starting a business, partnerships, marketing and more! Reach out to our team to find out about these available resources.

• 10 tips for leasing a business
• Buying a business
• Common questions – Commercial Tenancy Act
• Ending a business partnership
• Business Continuity Plan (relates to something major such as emergency, natural disaster, sudden major illness or director/owner, succession planning)
• Guide to using the business plan (good to send to clients who haven’t completed a business plan before)
• Guide to using the marketing plan (good to send to clients who haven’t completed a marketing plan before)
• How to claim for business disruption (leases)
• Managing a business dispute
• Negotiating your way to a better lease
• Preparing standard terms and conditions (inc privacy policy, website, customer expectations, payments, complaints)
• How to start a business
• Guide to leasing a business premises (good to add to the above tools. Provides a good breakdown of what to think about when selecting the ‘right’ spot for your business.
• Branding guide (good to include as collateral after a workshop)
• Recovering a debt through a magistrates court
• Starting a business partnership
• Unfair contract terms, and more!

get in touch