We assist clients in assessing and valuing their long service leave obligations in accordance with relevant accounting standards. Our approach is tailored to the client’s specific needs, allowing for factors such as employee entitlements, turnover rates, and discount rates. We also help organisations determine how much they need to set aside for long service leave by estimating how many employees will take leave and under what circumstances. As well as long service leave, we have experience in the valuation of superannuation, annual leave, sick leave banks and other bespoke employee benefit arrangements.

Our team provides expert risk analysis to help clients identify, quantify, and manage their risks. We use sophisticated modelling techniques to evaluate various risk scenarios, including climate-related causes, and provide recommendations for risk mitigation strategies. We also assist businesses with assessing their property portfolio and determining appropriate insurance coverage (recently done for a religious organisation).

We assist clients in developing financial projections to support their strategic planning and decision-making. Our projections are based on robust assumptions and allow for factors such as market trends, regulatory changes, and economic conditions. We provide advice on the health and sustainability of businesses and organisations and help them price their products and services appropriately.

We help clients optimise their investment portfolios by aligning them with their specific liabilities. Our approach is based on a thorough understanding of each client’s unique risk profile and investment objectives. For example, we have advised a government organisation on how to manage funds for their rental bond pool. In another case we have advised a university on making informed decisions about their management of scholarship funds. By analysing investment opportunities, we can provide guidance on how to sustain their scholarships for years to come.

Our team can assist Friendly Societies with unit pricing, which involves determining the unit price of investments in managed funds. We use actuarial techniques to calculate the fair value of units and ensure that pricing is consistent with regulatory requirements.

We have experience in Appointed Actuary services, actuarial valuation reports, Financial Condition Reports, new product development and pricing.

We provide comprehensive valuations for retirement villages, allowing for factors such as occupancy rates, inflation, discount rates, and capital expenditure. Our approach is tailored to the specific needs of each client as well as the uniqueness of the sector.

We use advanced data analytics techniques to help clients extract insights from their data. Our team has extensive experience in data management, data visualisation, and predictive analytics, providing clients with valuable insights to support their decision-making processes. Examples of the way clients may utilise our data analytics service include developing tools for claims estimation and identifying key drivers of claims performance, loan default or bad debts.