Building Financial Success Together
We work alongside accountants, financial planners, and business advisors who understand that cash flow challenges need practical solutions. Our partner network connects professionals who share a commitment to helping Australian businesses thrive.
Explore PartnershipCollaborative Network
Why Financial Professionals Choose to Partner With Us
Over the past few years, we've noticed something interesting. Accountants and advisors often see the same pattern — clients with solid businesses struggling because their money arrives in chunks while expenses pile up weekly.
That's where our partnership approach makes sense. You keep doing what you do best, and we handle the cash flow education and planning side. No complicated referral systems or commission structures — just straightforward collaboration that helps your clients breathe easier.
- Direct communication channels between your team and ours
- Shared client insights that respect confidentiality standards
- Training sessions held quarterly in Brisbane and Sydney during 2025
- Resource library access for your practice team
- Regular check-ins to discuss complex client situations
Darren Pembroke
Accounting Director
Felix Koskinen
Financial Planning Lead
What Partnership Actually Looks Like
We started working with velorinthas in early 2024 because several clients kept asking about cash flow forecasting — something we could do, but honestly, it took time away from tax planning and compliance work. The team there built a system where our clients get dedicated attention on the forecasting side while we handle their year-end needs.
The part that surprised me? They actually call when something looks off in a client's numbers. Not in a dramatic way, just a heads-up that lets us have better conversations during review meetings. Felix and I compared notes last month — we've both noticed clients feeling less stressed during quarterly catch-ups since mid-2024.
— Darren Pembroke, Pembroke & Associates, Gold Coast
How We Support Your Practice
Partnership means different things to different firms. Some need occasional backup during busy season, others want ongoing client support. Here's how we typically work together.
Shared Client Planning Sessions
We schedule joint meetings when it makes sense — usually around tax planning time or when a client's considering major purchases. You handle the compliance and strategy, we walk through cash flow scenarios. Clients appreciate hearing consistent advice from both sides.
Discuss Your NeedsProfessional Development Access
Our team runs quarterly workshops in major cities throughout 2025 and into 2026. Topics change based on what partners tell us they need — recent sessions covered seasonal business patterns, construction industry specifics, and retail cash cycles. Your staff can attend at no cost, and we record sessions for remote viewing.
View Learning Resources