Building Financial Partnerships That Matter
We work with accounting firms, business consultancies, and financial advisors who share our commitment to helping Australian businesses prepare for the unexpected. If you're looking for a contingency planning partner who actually understands the complexities of budget management, let's talk.
Partnerships aren't about referral quotas—they're about finding the right fit for clients who need genuine support.
Who We Work With
We're selective about partnerships because our clients deserve advisors who get it. Over the past three years, we've built relationships with about twenty firms across NSW and Queensland who share our approach to contingency planning.
Our best partnerships come from firms who've seen too many businesses struggle when revenue drops unexpectedly. Maybe it's a delayed project payment, a seasonal downturn, or something bigger like the supply chain disruptions we saw in early 2024. You know the drill—and you know how quickly things can get complicated when there's no buffer.
We're looking for partners who work with small to medium enterprises, typically those with annual revenues between $500K and $8M. Your clients might be in retail, professional services, or light manufacturing. They're established enough to have complex budgets but small enough that one bad quarter can create real stress.
If you're already having conversations about cash flow management and risk mitigation, we can probably help those clients build more comprehensive contingency frameworks. And if you're tired of generic financial planning tools that don't account for Australian market realities, well, that's exactly why we started candorivexi.
What Partnership Actually Looks Like
We're not going to pretend this is revolutionary. It's straightforward collaboration between professionals who respect each other's expertise.
Shared Resources
Access to our contingency planning templates, scenario modeling tools, and quarterly Australian market analysis. We update these based on actual client outcomes, not theoretical frameworks.
Direct Communication
Your clients get dedicated contact with our team—no ticket systems or chatbots. When you refer someone, we loop you in on major decisions with their permission.
Education Support
We run quarterly workshops on contingency planning topics. Bring your team, bring clients—it's informal but useful. Topics in 2025 have included reserve fund calculations and scenario stress testing.
Market Insights
We track economic indicators that affect budget planning for Australian businesses. You get our monthly briefings on factors like interest rate impacts and regional business confidence trends.
Collaborative Approach
We don't try to replace your advisory relationship. We handle contingency planning while you focus on your expertise. Clear boundaries, regular communication, mutual respect.
Ongoing Development
Partnership doesn't stop after the first referral. We check in quarterly about what's working and what isn't. Your feedback shapes how we refine our services.
How We Start Working Together
Initial Conversation
Start with a straightforward discussion about your practice and typical client challenges. We'll explain our approach and see if there's alignment. This usually takes about forty minutes. No pressure, no sales pitch—just a professional conversation about whether partnership makes sense.
Practice Review
If we both think there's potential, we'll want to understand your client base better. What industries do you serve? What size businesses? What financial challenges come up most often? This helps us customize how we support your referrals.
Trial Collaboration
We typically start with one or two client referrals to see how the working relationship feels. You'll get full visibility into our process and regular updates. After about three months, we review together—what worked, what didn't, whether continuing makes sense for both practices.
Formal Partnership
If the trial goes well, we formalize the partnership with a clear agreement. Nothing complicated—just documentation of how we'll communicate, handle referrals, share insights, and address any issues that come up. We review this annually because circumstances change.
Let's Explore Partnership
If you're interested in discussing partnership possibilities, reach out through our contact page. We're currently accepting partnership inquiries for arrangements starting in the second half of 2025.
Get In TouchPartnership Inquiries
- 92 Magellan St, Lismore NSW 2480, Australia
- +61 2 6652 5896
- support@candorivexi.com