Gener8 Finance


Give your practice the momentum it needs to succeed


Gener8 Finance

Our team of experts are here to support you every step of the way was you take the next leap in your career. We know you'll need the basics like your annual returns, GST, regular management reports and KPI review, but we also know you'll benefit from the support of our extended team of coaches and consultants to help you 'start with the end in mind' and get it right the first time!


Your own Gener8 Business Improvement Coach
Online strategy planning session with your Coach
Your unique 1-page business plan
6-Weekly Accountability Sessions
Measurement of progress against key metrics
Access to our team of extended specialists
Annual Accounts and GST preparation
Regular Management Reports


Here you grow! And Gener8 Finance is here to help you every step of the way.

The Gener8 team of specialists will provide support and accountability through regular meetings to act as your sounding board and provide proactive input to enable you to set sensible goals and achieve them.

What are the objectives of the programme?

  • Identify specific goals you want to accomplish as you take your practice forward with associated KPIs (key productivity indicators)
  • Support you to create a PRACTICAL business plan
  • Structured advice and support plan
  • Regular review of financial performance in order to identify areas that could improve profitability and reduce costs

We will accomplish these through a team approach designed to help you make decisions that will generate the activity to help you achieve your goals.

What's in it for me?

Becoming part of the Gener8 Finance programme means that you will gain clarity through the process of stepping out of the day-to-day routine to create your 'master plan' alongside our team, with KPIs to guide you. You will be directly supported by our accomplished business and financial coaching team to identify opportunities and areas for improvement. Your dedicated Gener8 team will hold you accountable to implement positive changes, ask hard questions and provide honest feedback in the spirit of helping you move forward.

Gener8 Finance Includes:

  1. Planning Session via video-conference to identify overall goals and establish KPIs
  2. Creation of your unique 1-page business plan by your Coach
  3. 6-weekly proactive monitoring meetings with either your business coach or financial coach - your choice
  4. Basic accounting education - understand how to look at your numbers!
  5. Production of regular Management reports with KPI review
  6. Preparation of annual budget & cash flow (*includes 1 office; additional offices will incur additional charges)
  7. Preparation of annual accounts and GST (*includes 1 office; additional offices will incur additional charges)
  8. Proprietary resources – articles, videos, templates and worksheets shared as needed to support your progress
  9. Access to your Gener8 Coaching team by phone or email between meetings for questions or clarification
  10. Access to our extended team of specialists including Insurance, Health & Safety and HR to help you get sorted

Investment: $1,000 / mth


  • What you can expect of Gener8:
    • 100% confidentiality
    • Bringing all resources at our disposal to the table for the benefit of your growing practice
    • Being on-time and prepared for all meetings
    • Being available by phone or email between sessions as needed
    • A 'Can-Do' attitude
  • What Gener8 expects of you:
    • 100% commitment to the process
    • Maintaining your financial commitment
    • Being on-time and prepared for all meetings
    • An open-minded, positive mindset

Each of our programmes contains a blend of SOLUTIONS designed to meet that programme's objectives.


Depending upon your needs, we have solutions to fit your unique situation. Click here for more information about how we can help you.


Let's set up a coffee and chat

We consider our clients part of the Gener8 family, and we look forward to exploring where your business is now, where you would like it to go and how our team of professionals can help you get there.


    Let's skip the coffee, I'm ready now!

    We determine ‘what’s important to you’ about your business, which will give us valuable insight and make our first meeting more productive. Fill out the short form below to receive your ‘Business Analysis Survey’ and fast-track your progress.