LEVEL
ADVISORY
GET IN TOUCH

A MESSAGE FROM OUR MANAGING DIRECTOR, MARK PEATEY.

We wanted to raise the bar. So, we created P2 — a firm equipped to engineer proactive business strategies that are responsive to rapid technological change and market saturation. Our client expectations are higher than ever before, and we are determined to see you rise above your competitors.

While our firm is new, our 30 years of hands-on experience mean we are well established. Our highly personalised and motivated team are connected with the best in every industry, allowing us to leverage the right resources for you.

Through our three integrated service tiers, we’ll guide you as you progress to new heights. From making sure your accounting systems and team are operating on a solid foundation, to securing capital or a successful business sale — we are here and ready to take you to the next level.

My team and I look forward to working with you.

Mark Peatey
MANAGING DIRECTOR

HERE, YOU’LL FIND A TEAM THAT STRIVE TO TRANSFORM THEIR COMMUNITY.

We are passionate about harnessing our expertise (and self-declared formidable tennis skills) to benefit the community. For this reason, we founded the annual P2 Invitational charity tennis tournament in 2011 — an event which continues to attract corporate teams from a range of high calibre organisations. In addition to being a great day out with like-minded philanthropists and businesses, the event provides meaningful transformational support to local charities such as Stella Bella Little Stars Foundations,

AFFIRM, TADACT, George Gregan Foundation, and the Heart Foundation — just to name a few.

To date the event has raised $807,000, and we are
more inspired than ever to reach $1 million by 2019.
To continue to build upon momentum of the event,
we are excited to announce that a second tournament will be held in Sydney for the first time in late 2017.

Follow us on Facebook to stay up-to-date on how, together, we can give back to our community.

HERE WE BUILD YOUR BUSINESS, AND KEEP IT THRIVING.

Team up with P2 and we’ll equip you with the tools and expertise to gain velocity and reach greater heights.

Our methodology integrates financial analytics with business acumen to steer your strategic trajectory. We’ve personally delved into a multitude of ventures and have emerged with invaluable, hard-earned insights — meaning our advice is not only backed by solid theory but by real-world experience.

In addition to our in-house financial experts, you will also gain access to our extensive network of local and national specialists. We know the right people to get results for you. At P2, we believe that the results we achieve for you are a direct reflection of our own success. This insight drives us to take a proactive approach towards identifying and expanding your opportunities for sustained growth.

We are invested in taking you to the next level.

HERE YOU WILL FIND THE PLAN THAT DRIVES YOUR AMBITIONS TO A NEW HORIZON IN YOUR FUTURE.

Whether you are an individual, SME or a large corporate, we’ll take the financial strategy off your hands so you can maintain focus on what you’re really passionate about.

From lower-level cash-flow and bookkeeping services, through to advanced large-scale projects such as mergers and acquisitions, we have the knowledge, experience and network required to deliver results.

We offer three integrated entry points, each designed to provide you with greater control and streamlined costs across every level:

  • FAMILY & BUSINESS Cost effective fundamentals for private wealth, small business and family investments
  • ADVISORY Core business advice for SMEs
  • CORPORATE STRATEGY High level advice for sophisticated enterprises and transactions.

HERE YOU WILL FIND YOUR FLOURISHING FUTURE, YOUR PROSPEROUS PLAN, YOUR NEXT BIG SUCCESS.

Before you can launch a rocket, you need to establish your trajectory. From the ground up, we are inspired to be pivotal in the process which empowers you to venture into unexplored territories and reach ambitious new heights.

We’ll set you up with the fundamentals that will provide ongoing stability and growth from day one. Whether you are managing family investments, starting a new enterprise, or looking to fine tune an existing business strategy, we are here to help you gain the financial freedom to see your passions flourish.

Think of P2 as your own personal CFO.

Our Family & Business services include:

  • Bookkeeping and CFO support
  • Private wealth management and family office
  • Investment strategy, estate planning, family and management succession, insurances, wills and asset protection.

HERE YOU WILL FIND YOUR NEXT TRIUMPH AND THE LEAP TOWARDS A MORE SUCCESSFUL YOU.

You’ve made it this far, so you are already doing more than a few things right — but initial financial growth can stagger and plateau. So, what are you missing? That’s where P2 step in.

We can assist in identifying key insights to help you push through and advance to the next level. Our advisory service is engineered to provide straight

forward, down-the-line, core business advice designed to kick your financial strategy up a gear and get you moving again.

Our advisory services include:

  • Taxation, compliance, audit
  • Business planning, strategy and budgeting
  • Benchmarking, business improvement
  • Financial modelling and customised industry dashboard analytics.

HERE YOU WILL FIND YOUR NEXT BIG IDEA IN THE NEXT MOMENT IN TIME.

So, you have reached the top of the ladder. Where to from here?

Our advanced, top-tier financial advisory services are designed to support larger scale operations in the execution of high level mergers, acquisitions, valuations, litigation, leveraged buyouts, divestitures, capital raisings and other significant corporate transactions.

In addition to our in-house financial experts, you will also gain access to our extensive network of local and national specialists — meaning we can generate the right team to execute any job both efficiently and effectively.

Our team includes a network of accomplished professionals from diverse backgrounds who can assist growing organisations establish advisory and statutory boards and act as board members.  Our experience spans small private companies to ASX listed corporations.

NEXT LEVEL