You know that saying about the duck swimming? Everything looks calm on the surface but underneath they are paddling like crazy. Sometimes even the best performing companies need a little help to 'be the duck'.

Whether you’re after an independent review of your strategy, a guided solution development process with your key team members or full solution delivery, I can help.

Operational governance

Marketing and communication

New entrant positioning

Technology implementation

Product strategy

With over 25 years’ experience working with some of Australia’s leading and boutique financial services companies and hands on experience with my own digital health startup, I provide consulting services specialising in marketing strategy, product strategy and business-led technology implementations. 

Having worked directly with Sarah to deliver a new wealth management product to the market I witnessed Sarah’s ability to excel across multiple disciplines including product design, strategy, business processing and technology. Being able to excel across such a broad range of disciplines is rare but Sarah is brilliant at it. Sarah has the drive, personality, ‘can do’ attitude and clearly articulated vision that binds teams together; even in the most complex of situations such as cross-functional multi-organisation teams.

Working with Sarah was a joy!

Delivering practical support and solutions that work for your business

Operational governance
Whether you're preparing for investment, growth or sale, ensuring you have effective, documented operational governance frameworks and processes can supercharge your success. Starting with an understanding of where you currently are and what you are looking to achieve, we can see where the gaps are and how they can be best resolved. By leveraging what you already have and making sure that changes are well explained and easy for your team to adapt to, you'll quickly see the benefits in operational rigour and efficiencies. You'll also be better placed to understand and effective manage of potential dependencies or risks that exist.
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Marketing and communications
Whether you are looking for a complete overhaul of your marketing strategy and collateral, you need a hand to get a project delivered on time or you're wanting to wow people with your pitch, I can help. Having worked with a wide range of end users, I can adjust my style and language from technical users, board and regulatory stakeholders through to potential buyers and end consumers.
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New entrant positioning
I have driven the development of innovative products which leverage new technologies whilst still remaining compliant with Australia's strong regulatory framework. For global businesses looking to expand into Australia and fintech/insurtech companies building new products and services, I am able to provide advice on the current market structure and major players. I can support you to develop innovative products which leverage new technologies whilst still remaining compliant with Australia's strong regulatory framework.
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Supporting technology implementations
When introducing new technology, having people on the team who know your current way of doing things inside out is invaluable. They can make sure every step is covered and they know what your customers expect. The danger is that without knowing what is possible they simply techify the current manual processes and miss the opportunity to gain the efficiencies and UX improvements that often guided the decision in the first place. This is where I can help. I can work with your team to ask the right questions, look at the cross-functional interdependencies and recommend ways to fully realise the benefits available from the new technology.
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Product strategy
When creating new products or improving existing ones, it can be hard to make sure you’ve covered all the areas. Whether your creating a new product or improving existing ones, I can help identify end-to-end solutions as well as areas for improvement or innovation. This might include better leveraging available technology, using communications and digital tools to ensure people use and appreciate the new features your developing or ensuring that the needs of all business units have been taken into account in the solution design.
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I have spent over 25 years in financial services, holding senior roles at all stages of the value chain, across superannuation, wealth management, insurance and advice. 

I also have a digital health startup, Teach Ted, helping families and service providers reduce the anxiety kids often feel when undergoing medical treatments.

This breadth of experience gives me unique insight into the cross-functional challenges businesses face and the tools available to solve them.

Having spent so long in financial services and more recently in the health sector, I’ve seen some amazing (and some not so great) examples of how the right products and services can make a marked difference in people’s engagement and outcomes. What drives me in consulting is to help companies harness what they already have, identify gaps and devise a strategy to fill them so they can continue to strengthen and grow in their chosen field.

I can help you:

  • design marketing material that people actually understand and act on
  • create pitch decks that get people interested in working with you or buying from you and support you to deliver them with confidence
  • ask the right questions to identify the pain points for operational and client facing teams, leading to better product design
  • get your house in order so you’re ready for investment, corporate/government partnerships or sale 
  • bridge the gap between business needs and technological possibilities
  • understand the landscape and appropriately position your offering when entering the Australian wealth management, super, insurance and advice markets

I can fill a short term gap in a product, marketing or development team or partner longer term to support businesses who don’t yet need in-house permanent resources. Where it’s wanted I can also upskill and empower business teams to take over ongoing management – by providing practical, easy to use templates and workflows.

My hands on, pragmatic approach leaves companies I work with in a sustainably better place, positioning them for ongoing success.

Get in touch

Let’s catch up to discuss where you are now, where you’d like to be and how I can help you get there.

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