Financial Modelling Consultant Melbourne
Wiseworth is a Melbourne-based financial modelling consultancy run by Mark Jeanes, a former institutional banker with over 20 years at NAB, ANZ, Banque Paribas and Deutsche Bank. Melbourne businesses come to Wiseworth for one reason: they need a financial model that will hold up in front of an investor, a lender or a board, and they need the person who builds it to still be the person answering their questions six months later.
Every model Wiseworth delivers is built personally by Mark. Not briefed to an analyst. Not reviewed by a partner after a junior team has done the work. Melbourne businesses working with Wiseworth get institutional-grade financial modelling with the personal responsiveness that the major firms cannot offer at a comparable cost.
THE MOST COMMON MELBOURNE ENGAGEMENTS
The three most common engagements for Melbourne-based clients reflect the financial decisions that businesses in Victoria's market face at each stage of growth.
Three-Way Financial Models for Capital Raising
The most frequent engagement is a three-way financial model for capital raising a fully integrated P&L, cash flow statement, and balance sheet built for a Melbourne business preparing to raise equity from sophisticated investors or to apply for a bank or non-bank debt facility. Melbourne's startup ecosystem, concentrated in the CBD, Docklands, and Southbank precincts and supported by LaunchVic and the broader Victorian government innovation programme, produces a consistent pipeline of Series A and growth-stage businesses that need investor-grade financial models built to a standard that will hold up under due diligence. Investor-ready financial models for Melbourne businesses raising equity or debt. Built from unit economics with a genuine downside case.
Scenario Modelling and Sensitivity Analysis
The second most common engagement is scenario modelling and sensitivity analysis, adding a properly structured downside case, an upside case, and a two-way sensitivity table to an existing model, or building the scenario architecture into a new model from the outset. Melbourne CFOs and finance directors at established businesses use scenario modelling for board presentations, strategic planning, and covenant compliance, contexts where a single base case forecast is not sufficient and the board or lender expects to see the range of outcomes under different assumptions. Driver tree models and scenario managers for Melbourne CFOs and finance teams.
Financial Forecasting and Budgeting
For Melbourne businesses with ongoing financial planning requirements, quarterly board reporting, annual budgeting, rolling forecasts updated as the year progresses, the engagement is typically a financial forecasting and budgeting consultant relationship: a driver-based forecast model built once and maintained as the business's financial planning infrastructure, updated with actual results and revised assumptions each period.
Financial Model Review and Audit
Independent review and audit of existing models before they go in front of an investor, lender, or board.
WHO WISEWORTH WORKS WITH IN MELBOURNE
Melbourne CFOs and finance directors at established businesses needing board-ready financial models for strategic planning, capital allocation decisions, and governance reporting.
Melbourne NFPs and social enterprises navigating complex funding environments. Victoria has one of the largest and most financially sophisticated NFP sectors in Australia, with significant concentrations of disability services, community housing, and social enterprise activity across the inner north and western suburbs. Wiseworth has direct experience with Melbourne NFP clients including Hester Hornbrook Academy and MCM Housing.
Melbourne property developers and PropTech businesses, from residential development feasibility models for projects across Melbourne's growth corridors to financial models for PropTech platforms operating in the Victorian market.
Melbourne fintech and technology businesses. Victoria's fintech sector, supported by the Stone and Chalk hub and a growing cluster of payments, lending, and data businesses, produces a consistent need for financial models that correctly capture unit economics, loan book dynamics under AASB 9, and the recurring revenue metrics that sophisticated investors require.
WHY MELBOURNE BUSINESSES CHOOSE WISEWORTH
You deal with the person doing the work, no account managers, no junior analysts.
Institutional banking experience across NAB, ANZ, Banque Paribas, and Deutsche Bank applied to your business.
Fixed-price engagements scoped before work begins, no surprises.
Every model includes a handover session and follow-up support.
Melbourne-based and available for in-person meetings across the CBD, Southbank, Docklands, and surrounding suburbs.
MELBOURNE CLIENT TESTIMONIALS
“Mark built a powerful, accurate, flexible, transparent and presentable financial model that has been extremely valuable for our forecasting, business planning and for discussions with board members. I would not hesitate to recommend Wiseworth's financial models.”
— Scott Bocskay, CEO — Sustainable Australia Fund, Melbourne
“The model Mark delivered enables us to flexibly test funding, staffing, and operational scenarios, capitalise costs appropriately, and present clear, actionable insights to our board.”
— Miranda Bigmore, Finance Partner — Hester Hornbrook Academy, Melbourne
“Mark was an absolute pleasure to work with — approachable, responsive, and collaborative — deep knowledge of both Excel and finance — brought real clarity and structure to what we needed.”
— Lisa Dalla-Zuana, Executive Officer — MCM Housing, Melbourne
See all client success stories →
BOOK A DISCOVERY MEETING
Call: +61 449 502 425 | Email: contact@wiseworth.com.au
Written by Mark Jeanes
Principal, Wiseworth | Financial Modelling Consultant
Former institutional banker: NAB, ANZ, Banque Paribas, Deutsche Bank
B.Bus Systems, Monash University | Grad. Dip. Applied Finance and Investment, Securities Institute of Australia | LinkedIn