Comprehensive fee analysis and reduction strategies for individuals, small businesses, and enterprises. Every service includes detailed reporting and actionable recommendations.
A thorough examination of your personal accounts, credit cards, and transaction history. We identify every fee you pay and compare alternatives across all major Australian banks.
Designed for small to medium businesses processing cash transactions or card payments. We analyse merchant fees, EFTPOS costs, and cash handling charges.
Stay ahead of fee changes with quarterly reviews and proactive alerts. We monitor the market and notify you when better options become available.
Large organisations with complex banking relationships require bespoke analysis. Our enterprise service includes on-site consultations, multi-entity reviews, and direct negotiation support with banking partners.
We work with your finance team to understand cash flow patterns, payment volumes, and operational requirements. Our recommendations consider both cost reduction and operational efficiency.
Cross-border payments attract some of the highest fees in banking. Whether you send money to family overseas or manage international supplier payments, the costs can be substantial.
We analyse your transfer patterns and compare traditional banks against specialist providers like Wise, OFX, and Western Union. Often, switching providers can reduce costs by 50% or more.
Specialised offerings for specific needs
For retailers processing significant cash volumes. We analyse your cash handling procedures, coin counting costs, and armoured car expenses to find efficiencies.
Guidance for businesses considering ATM installation or optimising existing machines. We analyse fee structures, network agreements, and customer usage patterns.
Yearly comprehensive review combining personal and business accounts. Ideal for professionals who want to ensure they stay optimised year over year.
Contact us for a brief consultation. We will assess your situation and recommend the most appropriate service.
Schedule a CallEvery engagement begins with a detailed intake questionnaire. We ask about your current accounts, typical transaction volumes, and any specific concerns you have about fees. This information allows us to tailor our analysis to your actual usage rather than generic assumptions.
Within 5-7 business days of receiving your information, we deliver a comprehensive report. This includes a breakdown of your current fee exposure, a comparison with alternatives, and specific recommendations ranked by potential savings. For ongoing monitoring clients, we provide quarterly updates and immediate alerts when significant market changes occur.
Select your preferred service and we will follow up within one business day
Disclaimer: Service fees are subject to change and may vary based on complexity. The prices listed represent standard engagements and may be adjusted following initial consultation. Savings projections are estimates based on typical client outcomes and are not guaranteed. Results depend on individual circumstances including current fee structures, banking relationships, and willingness to implement recommendations.