Wisdom Consulting Group

What Wisdom Consulting Group does

Wisdom Consulting Group is an Australian boutique business advisory firm headquartered in Cronulla, NSW, founded by Matt Malouf in 2004 and operated through the legal entity Envisage Australia Pty Ltd ATF Malouf Family Trust. The firm delivers three core service lines to SMB owners across Australia: one-on-one Business Mentoring, Business Coaching & Training (delivered individually and in group settings), and part-time Fractional CFO Services. Its stated client outcome is to help owners reach a minimum of A$750,000 in annual net profit while capping personal workload at 30 hours per week and 44 weeks per year.

The practice has no proprietary technology platform; instead it relies on third-party SaaS tools for operations (Xero, MYOB, HubSpot, Asana, ClickUp, ActiveCampaign) and distributes two proprietary client-facing assets: the CEO Dashboard template and the 90-Day Cashflow Tool (hosted on a separate domain). The 90-Day Cashflow Tool is a cash-flow forecasting resource, not an AI-driven analytics product. Customer acquisition runs through a consultative sales motion centered on a free 45-minute strategy call with Malouf, supported by content marketing channels including a blog (active 2019-2023), a podcast ("Let's Create Certainty"), two published books ("The Stop Doing List" and "Succeeding in Business in Any Market"), and in-person Business By Design events.

Revenue is generated via recurring subscriptions across the mentoring, coaching, and fractional CFO offerings, plus one-time revenue from events, workshops, and book sales. Pricing is not publicly disclosed and is handled on a quote basis. The company serves five named SMB verticals: Retail & ECommerce, Healthcare & NDIS Services, Trade & Construction, Health & Fitness, and Professional Services, with disclosed client logos including Cronulla Pools, Tribe Social Fitness, Attaquer, Bravo Migration, Urban Road, and Aminoz, alongside multiple testimonial-based engagements such as SH Jewellery, Efficient Living, and Dragon Roof Restoration.

Name

Wisdom Consulting Group

Legal name

Envisage Australia Pty Ltd ATF Malouf Family Trust

Website

https://wisdomcg.com.au

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Wisdom Consulting Group is a Cronulla, Australia-based boutique advisory firm founded in 2004 that delivers one-on-one mentoring, group coaching, and fractional CFO services to Australian SMB owners across five verticals.

Ownership category

akta.pro rank

Product category

Business Consulting Services

NAICS

Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHACAF

Financial Management & Performance Improvement Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHACAB

Operations & Process Improvement Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHACAA

Strategy & Corporate Development Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHAGAL

Performance Management & Productivity Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Human Capital & Organizational Consulting

Keywords

• Business coaching services
• Fractional CFO services
• Business mentoring programs
• Executive coaching
• Small business consulting

Headquarters

HQ city

Cronulla

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Business Mentoring: One-on-one mentoring services providing business owners with strategic direction, accountability, and guidance to achieve financial goals including $750,000+ net profit.
2. Business Coaching & Training: Group learning and coaching programs helping entrepreneurs develop winning strategies, improve team management, and scale operations.
3. Fractional CFO Services: Virtual CFO services providing financial clarity through dashboard setup, cash flow management, profit forecasting, and strategic financial planning.
4. Events & Workshops: Business By Design One Day Events providing in-person training and networking opportunities for business owners.
5. Books & Resources: Published books including The Stop Doing List and Succeeding in Business in Any Market, plus free tools like CEO Dashboard templates.

Go-to-market motion1 record

Distribution channels5 records

Marketing channels7 records

Core offering

Wisdom Consulting Group is an Australian business coaching, mentoring, and fractional CFO firm that helps SMB owner-operators grow, scale, and sell through a mix of one-on-one mentoring, group coaching programs, and part-time CFO engagements. Its services cover strategic direction, operational improvement, team building, profit optimization, cash flow management, and exit planning, supported by proprietary frameworks such as the CEO Dashboard and 90-Day Cashflow Tool and complemented by educational content, books, and in-person events.

Product overview

Wisdom Consulting Group is a business coaching and consulting firm offering a portfolio of services centered on three core offerings: Business Mentoring, Business Coaching & Training, and Fractional CFO Services. These services are delivered through one-on-one support and group learning formats. The company complements its consulting services with educational content including a podcast, published books (The Stop Doing List and Succeeding in Business in Any Market), and a blog with business articles. The company also provides tools such as a CEO Dashboard for real-time business metrics tracking and a 90-Day Cashflow Tool for financial forecasting. Additionally, Wisdom Consulting hosts Business By Design one-day events for in-person business training. The firm primarily serves Australian businesses across industries including Retail & ECommerce, Healthcare & NDIS Services, Trade & Construction, Health & Fitness, and Professional Services.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Mentoring One-on-one strategic mentoring engagements led by Matt Malouf that help Australian business owners develop a strategy, identify weak spots, build competitive advantage, and move toward $750,000+ net profit. Sold directly to SMB owner-operators.
• Business Coaching & Training Group learning and accountability programs that combine coaching with structured training to help business owners maintain momentum, find more freedom, and maximize profits through peer accountability and strategic execution.
• Fractional CFO Services Part-time / virtual Chief Financial Officer engagements that deliver financial clarity, profit modeling, cash flow management, KPI dashboards, and strategic financial guidance to SMB owner-operators.
• Business By Design One Day Events In-person single-day business training and networking events used as a mid-funnel channel for SMB owners to experience the Wisdom methodology before purchasing ongoing coaching, mentoring, or fractional CFO services.
• The Stop Doing List Book by founder Matt Malouf helping business owners identify unproductive activities and apply systematic approaches to eliminate, automate, or delegate tasks so they can focus on what matters. Sold direct via wisdomcg.com.au.
• Succeeding in Business in Any Market Business book featuring Brian Tracy alongside Wisdom Consulting Group contributors, offering strategies and insights for navigating changing business landscapes. Sold direct via wisdomcg.com.au.
• 90-Day Cashflow Tool Cash flow forecasting tool distributed at 90daycashflow.com to help business owners understand cash exiting the business and develop strategies to bring cash in, functioning as a complementary financial planning resource to Wisdom Consulting's core services.

Quantifiable outcome

• Business owners achieving $750,000+ net profit annually
• +3 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration21 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Strategic Coach: Established entrepreneur coaching firm offering structured programs for founders seeking growth and strategic clarity — closely comparable to Wisdom's one-on-one mentoring and strategic direction service.
• Empact Partners: Advisory and fractional executive services firm offering fractional CFO and growth advisory to SMBs — closely comparable to Wisdom's combination of fractional CFO services and strategic business mentoring.
• The Entourage: Australian coaching and education business serving entrepreneurs and SMB owners with growth programs, masterminds, and community — overlapping with Wisdom's group coaching and community-led value proposition.
• ActionCOACH (Australia): Global business coaching franchise with a large Australian footprint delivering one-on-one coaching, group programs, and accountability systems to SMB owners — directly competing with Wisdom Consulting's mentoring and coaching offerings.
• CFO Centre Australia: Specialist provider of fractional / part-time CFO services to SMBs in Australia — directly comparable to Wisdom's Fractional CFO offering around financial dashboards, cash flow, and strategic financial planning.
• EBM Solutions: Australian SMB advisory and outsourced finance firm offering fractional CFO, bookkeeping, and business coaching services — comparable in combining financial advisory with growth coaching for SMB owners.

Broad incumbents

• YPO (Young Presidents' Organization): Premier global peer community for CEOs offering executive education, peer groups, and mentoring — a broader incumbent in the CEO coaching and peer advisory space that competes for similar founder/owner relationships.
• Vistage Worldwide: Global executive coaching and peer advisory organization serving CEOs and business leaders — broader incumbent offering group coaching, mentoring, and CEO peer groups analogous to Wisdom's mentoring and community model.
• Robbins-Madanes Coaching / Business Coaching: Large global business and life coaching franchise network serving entrepreneurs and executives — a broad incumbent providing coaching frameworks that overlap with Wisdom's mentoring and strategy work.

Emerging players

• Growth Academy Australia: Australian SMB growth coaching and training provider targeting entrepreneurs in retail, trades, and services — an emerging player addressing a similar SMB owner segment with overlapping group coaching and mentoring formats.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wisdom-business-coaching

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wisdom Consulting Group