For over 12 years, we’ve helped businesses strengthen their financial foundations and achieve sustainable growth. Phalanx Advisory is a values-driven financial consulting firm, dedicated to delivering strategic support in due diligence, forecasting, capital raising, cost reduction, and cash flow management.

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(03) 9530 8277

Suite F4 2 Winterton Road Clayton VIC 3168

phalanxadvisory.au@mail.com

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Strategic Financial Advisory for Smarter Business Growth

At Phalanx Advisory, we help Australian businesses make informed financial decisions with expert guidance in due diligence, growth strategy, financing, and cost management. Whether you’re acquiring a business, raising capital, or optimizing cash flow, our tailored solutions drive long-term success.

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    About Us

    Phalanx Advisory brings strategic financial expertise to Australian businesses, offering access to experienced financial advisors on an “as-needed” basis. This ensures you receive high-level financial insights and guidance without the commitment of a full-time CFO.Our financial experts are well-connected, highly experienced, and forward-thinking professionals who seamlessly integrate into your business, acting as trusted advisors to support sustainable growth.We provide tailored financial solutions, from conducting in-depth financial due diligence and optimizing cash flow to supporting business expansion, cost reduction, and raising capital. Whether you need ongoing financial oversight or assistance with one-time strategic initiatives such as acquisitions, change management, or crisis recovery, we help you navigate complex financial challenges with confidence.At Phalanx Advisory, we empower your leadership team with accurate financial insights, ensuring better visibility into your business performance and enabling smarter, more informed decisions for long-term success.

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    Our Services

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

    Marketing Research

    We are working in the format of an outsourcing project office.

    Оrganizational Audit

    We are working in the format of an outsourcing project office.

    Business Consulting

    We are working in the format of an outsourcing project office.

    Project Management

    We are working in the format of an outsourcing project office.

    Support Functions

    We are working in the format of an outsourcing project office.

    Finance Planning

    We are working in the format of an outsourcing project office.

    Growing your business

    CFO Partners boosts profitability by analyzing data for clear solutions and actionable insights, simplifying accounts for informed business growth.

    Raising finance

    Phalanx Advisory helps businesses secure funding via equity and lending. Their experts craft financial projections and models to attract investors and lenders.

    Cost reduction

    Phalanx Advisory helps Australian businesses reduce costs effectively without disruption. Their CFOs review procurement and improve cash management for lasting savings.

    Cash flow management

    Phalanx Advisory's CFOs expertly analyse and improve your business cash flow. They help with projections and manage working capital effectively.

    Financial forecasting

    Phalanx Advisory's experienced CFOs excel in financial forecasting and budgeting across diverse sectors, understanding business drivers and assumptions.

    Change management

    To stay competitive, Australian businesses need constant change. Phalanx Advisory offers expert CFOs to drive and implement your change agenda effectively.

    Financial Due Diligence on Acquisitions

    Phalanx Advisory provides financial due diligence for acquisitions, evaluating financials, key drivers, valuation, and exit strategies to minimize risks.

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    Consultancy That Empowers You

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

    Our Mission

    Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.

    Investment Management

    We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.

    Private Credit & Equity

    We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.

    Our Vision

    Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.

    Investment Management

    We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.

    Private Credit & Equity

    We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.

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    Global Reach with Local Understanding

    In what areas do you provide management consulting?

    Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.

    In which countries do you provide consulting services?

    Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.

    How is a consulting project started and organized?

    Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.

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    What People Say About Us

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    Our Skilled Team

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

    Monica Black
    FINANCE MANAGER
    Peter Perish
    chief business project
    Olivia Woodson
    international consultant
    Peter Adams
    co-founder of company
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    Certified Advisors

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    Experts in Big & Small Businesses

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    Years of Experience

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    Winning Results

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