Advisory

As a Financial Adviser, our clients would often arrive at an invisible line with me where we both knew the rest was up to them, or their accountant or lawyer. So they would often say, “I’ll get back to you once I’ve got my other professionals’ advice.” At the next review meeting, we would often find nothing had been done – and so it would go on. Low-level frustration for my clients, as we were all swimming in our swim lanes and no one was prepared to step outside to go the extra mile for these discerning clients.

This is why Mackinder Advisory was born: so we can take the extra steps together to truly help good families with the hard stuff that never gets done. Today, we act as a strategy partner and trusted adviser to significant families and business owners – navigating complexity, achieving goals, and building lasting family legacies.

What We Offer to Significant Families and Business Owners

We work with significant families and business owners as a trusted adviser, helping them navigate complexity, achieve their goals, and build lasting legacies. Our approach is holistic, strategic, and personal – tailored to each client’s unique circumstances, ambitions, and challenges. No two families are alike.

Strategic Advisory & Professional Best Friend

Do you need a “professional best friend” and sounding board, providing clarity, confidence, and accountability? Our role is to help clients articulate their family and business aspirations, design and implement actionable game plans, and move from chaos or mediocrity to lasting greatness. This includes:

• Facilitating the development of business game plans and advisory boards.
• Supporting succession planning, business exits, and generational transitions.
• Providing regular, structured meetings (monthly or fortnightly) to keep clients focused, supported, and on track.
• Connecting clients with a best-of-breed network of professionals – accountants, lawyers, insurance brokers, bankers, and business coaches – to ensure every aspect of their affairs is expertly managed.

Private Wealth Management

We deliver personalised strategies for growing, protecting, and transferring wealth. This encompasses:

• Balance sheets and financial roadmaps (e.g. “10:3:Now” model).
• Estate and legacy planning, asset protection, tax planning, and risk management.
• Helping families develop governance structures, family boards, and rule books to support long-term harmony and continuity.
• Acting as a financial confidant and “family board” conductor, coordinating with subject matter experts to get every detail sorted.

Risk Management & Governance

A common reason clients are not achieving their desired lives is because they haven’t assessed all the risks facing them on their journey. We help clients identify, reduce, and manage risks across business, wealth succession, and investments. This includes:

• Reviewing and optimising business structures, insurance, compliance, and governance frameworks.
• Ensuring succession agreements, estate documents, and asset structures are robust and future-proof.
• Providing scenario modelling, cash flow analysis, and strategic advice to support confident decision-making.

Process & Engagement

Our process is structured yet flexible, starting with an introduction and discovery, followed by collaborative planning and ongoing engagement. Key steps include:

• Initial coffee catch-up and visioning sessions.
• Use of proven frameworks and collateral (e.g., “Chaos to Greatness”, “10:3:Now”).
• Advocacy proposals, risk management, and a clear 12-month agenda.
• Building a “success team” and reviewing all professional relationships to ensure alignment with client goals.

Outcomes

You benefit from:

• Greater clarity and confidence in your personal, family, and business decisions.
• Stronger governance, reduced risk, and improved business performance.
• A clear path to succession, family legacy, and financial security.
• More time, freedom, and peace of mind for you to focus on what matters most – living, learning, loving, and leaving a legacy.

We provide strategy, structure, and support for significant families and business owners – helping you move from complexity to clarity, and from success to significance.

Our offering

We build a bespoke team around you, including: