Planning & Forecasting

Most business owners start the year with goals.

Very few stop regularly to check whether they're actually on track.

In this session, we'll look at how to create a practical business plan,
set realistic targets, and review your actual results throughout the year
so you can make adjustments before small issues become bigger problems.

Because creating a plan is only the first step.
The real value comes from reviewing progress
and making better decisions along the way.

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  Wednesday
  29 July 2026
         1pm - 2pm AEST

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Vanessa Lei - CA, Tax Agent, Business Advisor
Founder, New Venture Consultancy


With over 16 years’ experience, Vanessa helps Australian business owners make sense of PAYG, payroll and super obligations in a practical, down-to-earth way, so they can pay themselves and their team properly, stay compliant, and plan ahead with more confidence.
In This 1-Hour Session, You will:
Learn how to set meaningful business targets
See how actual results compare against your plan
Identify when your business is drifting off course
Understand how regular reviews lead to better decisions

Who This Is For:
 
  • Business owners who want more direction and control;
  • Owners making decisions month-to-month;
  • Business preparing for growth, hiring or investment;
  • Businesses with goals but no clear way to measure progress;
  • Anyone wanting greater confidence in where their business is heading.

What You’ll Walk Away With

  • A simple framework for planning the year ahead;
  • A practical way to track progress throughout the year;
  • Confidence in reviewing performance and adjusting course when needed;
  • Actions you  can implement immediately in your business. 
Investment: $27 per session
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Why This Matters

Many business owners work incredibly hard but aren't sure whether they're moving closer to their goals.

Having a clear plan and regularly reviewing your progress helps you make better decisions, stay focused on what matters, and adjust course before problems become expensive.


Level 17, 1 Denison Street, North Sydney NSW 2060
         PO Box 1128, North Sydney NSW 2059
Phone : (02) 9929 9991
Email : hello@nvconsultancy.com.au​​​​​​​

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