At Ravit Insights, we are experts in developing highly scalable and dynamic integrated three-statement financial models, so that you can focus on what’s important – strategic decision making, forward planning and execution.
At Ravit Insights, we are experts in developing highly scalable and dynamic integrated three-statement financial models, so that you can focus on what’s important – strategic decision making, forward planning and execution.
Who We’ve Worked With
What We Offer
Debt Advisory
We work with businesses to prepare the financial information often required by banks. This can help smooth the application process and improves the chance of obtaining a commercial loan.
Feasibility
We assist businesses with understanding the financial implications in deciding whether proceeding with a project (e.g. commercial developments, new business product lines, expansion into new markets, etc.) is worth the time, effort and money.
Cash Flow Insights
If your business is profitable but you constantly request to overdraw bank accounts, receive calls about overdue payments or pay excessive interest on overdrafts, you may have cash flow issues. We can help you identify and address potential cash flow gaps.
Maximising Business Value
If you’ve considered selling your business, you may be looking to maximise the sale price. We provide businesses with performance and efficiency insights to help improve the value of the business.
At Ravit Insights,
our team is driven by
Value
At Ravit Insights, we strive to develop assets that add value to your business decision making.
Persistence
We don’t stop at a vanilla solution; we aim to identify your business drivers, so our solutions are relevant to your decision making.
Adaptability
We understand the difference in scale and spend between businesses, so we adapt our approach to what is specific to you.
Jun Yan
Director
Jun has been active in the finance industry since 2011 which includes various roles within one of the Big 4 Banks in Australia. Jun has worked in providing financing for growth and working capital, as well as process solutions to both private and ASX-listed companies in health, insurance, retail, manufacturing, wholesale, technology, property and construction.
Chana Tsai
Associate Director
Chana has worked as a franchise business consultant in one of the leading health and wellness companies in Australia. Her experience includes assisting investors in analysing business opportunities. She has also been involved in investigating areas for improvement in businesses through short and long term business planning in areas such human resources, financial planning, sales, operations as well as back and front-end management.
Jonson Lian
Analyst
Jonson graduated from the University of Melbourne with a Master’s degree in Management (Accounting) He was the recipient of the Eric J. Ingram Prize for achieving the highest result in the subject, ‘strategic cost management’. Jonson is passionate about learning real-life business skills and is keen to help make a difference in Australia’s business landscape.
Alen Berberovic
Analyst
Alen graduated from the University of Melbourne with a Bachelor of Commerce (Honours in Finance). He has taught finance at the University of Melbourne as a Head Tutor, specialising in both Corporate Finance and International Finance, and gained practical experience at a boutique corporate advisory firm.
Having completed the CFA Level 1 exam, Alen intends to continue the program; with the aim of contributing his knowledge and skills towards helping companies reach their goals and navigate their growth.
Tony Chau
Technical Advisor
Tony has an extensive skill set as a former engineer and consultant. He has previously advised a client base spanning multiple levels of federal, state and local government with a focus in securing infrastructure project funding.
Tim Emonson
Technical Advisor
With over 20 years of spreadsheet modelling experience, Tim is one of Australia’s foremost financial modellers, both in building financial models and leading financial modelling teams. His experience covers a wide range of industries including energy, utilities, infrastructure, government, defence, retail, wholesale, manufacturing, agriculture, telecommunications and transport.
Barbara Chung
Marketing Co-ordinator/Designer
Barbara is an architect/designer with a background in commercial and private residential projects.
At Ravit Insights, she is the designer and co-ordinator of the company’s visual content and works closely with the analysts to develop tools that are accessible and simple to use in order to help people advance in their financial literacy
Our Partners
We strive to deliver high quality decision-making tools and services tailored to the needs of our clients. To achieve this level of quality, we leverage off, and engage key technology and collaboration partners.
Modano
Key Technology Partner
Provides best in class software that is helping to redefine the process of developing Microsoft Excel-based financial models. Its content management platform helps to foster and grow the community of model developers.
Data Dear
Key Technology Partner
Provides best in class software to create two-way connections to Xero and Quickbooks. We use DataDear to help our clients create and automate consolidation three-way models, improve reporting, as well as keep their data “live” with direct connections into their Xero and Quickbooks.
Everrich Finance
Key Collaboration Partner
Everrich Finance was founded in Melbourne 2017 as a mortgage brokerage firm, specialising in residential, commercial, investment and business lending.
Mission Grow
Key Collaboration Partner
Business advisory partner, supporting entrepreneurs in making inspired, informed and timely decisions.
Model Citizn
Key Collaboration Partner
Our collaboration partner on highly complex transactions. They bring decades of experience in financial services, property, technology, social impact, investment trust, and government tenders.
Ozi Desktop
Key Collaboration Partner
Accounting partner we've worked with providing Taxation, Accounting and Bookkeeping services.
Standard Ledger
Key Collaboration Partner
A collaborative partner who provides the full suite of services to start-ups and SMEs from bookkeeping, accounting all the way to CFO advisory services. Standard Ledger’s goal is to help start-ups stay in business and ultimately to grow over time.
Skalata Ventures
Key Collaboration Partner
Skalata Ventures supports Australian entrepreneurship. They have established a fully-integrated Seed Investment Program to help early stage companies prepare to scale and grow into significant and sustainable businesses by providing them with the capital, know-how and networks to succeed.
Want to know more about using Strategic Financial Management and Planning for your Business?
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