Everything you need to know about our services, process, and compliance
Under 10 minutes. The assessment asks targeted questions across 4 strategic dimensions. You can save progress and return if needed.
Same day for complimentary assessments. Strategic Clarity and Implementation Partner reports are delivered within 48 hours and include mandatory review by our Chartered Accountant and Business Finance Consultant.
You receive:
The complimentary assessment is genuinely free. No payment details required. No automatic charges. If you want deeper analysis or implementation support, you can optionally purchase Strategic Clarity ($1,497) or Implementation Partner ($2,497) services.
Your information is protected and never shared. We use it only to generate your assessment and, if you opt in, to send relevant updates. See our Privacy Policy for full details.
ISAM stands for Infin8 Strategic Alignment Model. It's a framework grounded in APRA Standards, MIT Strategic Alignment research, RBA data, and business strategy frameworks.
Research shows 4-5 dimensions provide sufficient depth without overwhelming complexity. These 4 dimensions map directly to how lenders assess applications and how strategic frameworks measure business readiness.
No. While ISAM helps with lender readiness, it's designed for any small to medium business (SME) owner who wants strategic clarity. The framework addresses cash flow management, profitability tracking, operational readiness, and strategic alignment"”relevant whether or not you're applying for finance.
Most assessments focus on financial ratios alone. ISAM combines Chartered Accountant (CA) financial analysis with Business Finance Consultant insight into lender requirements. You see both your business health AND how lenders will assess you.
Strategic Clarity ($1,497): You receive a comprehensive 15-20 page report with analysis, benchmarks, gap identification, and a 90-day implementation roadmap. You implement independently with email support for clarification.
Implementation Partner ($2,497): Everything in Strategic Clarity PLUS two 60-minute strategy sessions, lender readiness package preparation, capital structure optimization recommendations, and monthly check-ins for 90 days. We guide you through implementation.
Yes. If you start with Strategic Clarity and decide you want implementation support, you can upgrade by paying the difference ($1,000).
Currently, we require full payment upfront for Strategic Clarity and Implementation Partner services. We may introduce payment plans in the future.
We're confident in the quality of our analysis. If you're unsatisfied with your Strategic Clarity or Implementation Partner report, contact us within 7 days to discuss your concerns. We'll work to address them or provide a refund.
We're a strategic financial advisory firm combining Chartered Accountant credentials with Business Finance Consultant expertise under Australian Credit License 509639. We're also AFCA Member 54506.
No. We provide strategic business advisory and insights into how lenders assess applications. We do not provide financial product advice that requires an Australian Financial Services License (AFSL). If your situation requires AFSL-regulated advice, we'll refer you to appropriate advisors.
An Australian Credit License (ACL) allows us to provide credit assistance, including helping businesses understand lending requirements and prepare applications. Our license number is 509639, which you can verify on the ASIC website.
AFCA (Australian Financial Complaints Authority) provides independent dispute resolution. If you have a complaint about our services that we can't resolve, you can escalate it to AFCA at no cost to you. Our membership number is 54506.
For the complimentary assessment, you answer questions about your business situation. For Strategic Clarity and Implementation Partner services, you'll provide financial statements and relevant documents for deeper analysis.
Yes. As part of our Implementation Partner service, we can prepare your lender readiness package and guide you through the application process. We work with a range of lenders to help you find appropriate options.
No. Lenders make final approval decisions based on their criteria and risk appetite. We can optimize your application and improve your readiness, but we cannot guarantee approval.
We focus on small to medium business (SME) owners with annual revenue between $1M and $20M. If you're outside this range, contact us to discuss if we can help.
Yes. You can complete the assessment on any device"”desktop, tablet, or mobile phone.
Yes. The assessment allows you to save progress and return to complete it later.
Your complimentary report is generated using our proprietary assessment methodology based on your responses and industry benchmarks. All Strategic Clarity and Implementation Partner reports are reviewed by our Chartered Accountant and Business Finance Consultant before delivery to ensure accuracy and compliance.
Reports are delivered as PDF documents via email. They're professionally formatted and ready to save or print.