Financial Modelling Services Australia
Wiseworth is a Melbourne-based financial modelling consultancy that builds investor-ready models for Australian businesses. Every engagement is built and delivered personally by Mark Jeanes, a former institutional banker with over 20 years' experience at NAB, ANZ, Banque Paribas and Deutsche Bank.
THE FINANCIAL MODEL IS THE DECISION
Every significant business decision in Australia is underpinned by a financial model. The capital raise that funds the next stage of growth. The acquisition that transforms the business. The board presentation that shapes strategic direction for the next five years. The lending application that secures the facility. In every one of these moments, the financial model is not peripheral to the decision. It is the analytical foundation the decision is made on.
When that foundation is solid, built with institutional rigour, integrated correctly, stress-tested across genuine downside scenarios, it creates confidence. When it is unreliable, structurally broken, internally inconsistent, or built on assumptions that cannot be defended, it creates doubt at the worst possible moment.
Wiseworth builds financial models for Australian businesses that belong in the first category.
WHY WISEWORTH
Mark Jeanes is an ex-institutional banker with over 20 years of experience across NAB, ANZ, Banque Paribas, Deutsche Bank and elsewhere. His career has spanned investment banking, corporate finance, and commercial banking and IT across Australian and international markets. He has built financial models at institutions that hold their analytical output to the highest standard in the world and he brings that standard to every Wiseworth engagement.
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. Built, from the first assumptions sheet to the last balance check, by the same person who takes the brief, scopes the engagement, and presents the model back to the client.
All Wiseworth models are built to SMART principles, the international standard for professional financial model design pioneered by Corality, now Forvis Mazars.
FINANCIAL MODELLING SERVICES
Raising Capital
Investor and lender-ready models for equity raises, debt facilities and IPO-stage capital, including debt capacity and sizing, cap table modelling across rounds, and covenant headroom analysis.
Financial models for raising capital
M&A Modelling
Acquisition analysis, synergy modelling, deal structuring and LBO models for Australian businesses evaluating or executing mergers and acquisitions, on either side of the transaction.
M&A financial modelling services
Project Finance
Debt sizing and sculpting against a target coverage ratio, CFADS build-ups, and returns modelling for infrastructure, energy and property projects heading to financial close.
Scenario and Stress-Testing
Dynamic scenario managers, two-way sensitivity tables, tornado charts and break-even analysis that allow CFOs and management teams to test financial outcomes across a range of commercial assumptions before a decision is made.
Scenario modelling and sensitivity analysis
Business Valuation
DCF valuations, comparable company and precedent transaction analysis, and asset-based valuations for capital raises, M&A, shareholder transactions, ESOP pricing, and board-level valuation assessments.
Business valuation modelling services
Corporate and Strategic Planning
Multi-year strategic plans that put genuinely different strategic options side by side, with resource allocation modelling and board-ready outputs.
Corporate and strategic financial planning
Financial Model Reviews and Audits
Independent review of existing financial models before they go in front of an investor, lender, or board. Seven-dimension audit framework covering structural integrity, formula correctness, assumption quality, and scenario design.
Financial model review and audit
Forecasting and Budgeting
Driver-based financial forecasts and rolling budgets for Australian businesses, built from the commercial mechanics of the business rather than top-line growth rates.
Financial forecasting and budgeting services
Restructuring and Turnaround Modelling
13-week rolling cash flow forecasts, covenant headroom modelling and viability analysis for businesses under financial pressure, their boards and their advisors.
Restructuring and turnaround financial modelling
ALSO AVAILABLE
Excel Financial Modelling Training
Practitioner-led training for Australian finance teams, built around the team's own models, not generic case studies.
Excel financial modelling training
Three-Way Financial Models Explained
What a three-way integrated model is, how the P&L, cash flow statement and balance sheet link together, and why investors and lenders expect one.
Three-way financial models explained
SECTOR EXPERTISE
Wiseworth has delivered financial modelling engagements across a wide range of Australian industries:
Superannuation and funds management
Retail and franchising
Strategy consulting
FREQUENTLY ASKED QUESTIONS
Which Wiseworth service is right for a business raising capital?
A financial model for raising capital, built as an integrated P&L, cash flow statement and balance sheet that investors and lenders expect to see, with the debt sizing and dilution analysis behind the ask.
Which service is right if a model already exists?
A financial model review, which independently audits the existing model before it goes to a rebuild or straight in front of an investor.
What is the difference between forecasting and strategic planning?
Forecasting and budgeting covers the next 12 to 18 months and is maintained against actuals. Strategic planning looks three to five years out and compares genuinely different directions the business could take, then is retired once a direction is chosen. Most businesses need both, and they are built differently.
What is the difference between project finance and corporate financial modelling?
A corporate model forecasts a business and its balance sheet. A project finance model forecasts a single asset and sizes non-recourse debt against that asset's own cash flows, structured around the coverage ratios a lender will test. The two use the same three-statement logic but answer different questions for different audiences.
Does Wiseworth work with businesses outside Melbourne?
Yes, nationally and internationally, across every sector.
How does an engagement start?
With a discovery call to understand the business, the audience for the model, and the timeline, before any scope or cost is confirmed.
WHAT CLIENTS SAY
"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
"Mark's easy-to-use and dynamic tool determined the impact to the base case of different scenarios on different elements of our driver tree. He hit the ground running, learning the commercials of the business with our team, while simultaneously building out the prototype, instilling confidence early on. Mark remains a trusted business partner."
Zelma van Woerkom, CFO, Cashrewards
See all client success stories
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Call: +61 449 502 425 | Email: contact@wiseworth.com.au