We’ve made a range of our templates and checklists available for you to download for use. If you would like to discuss how we may be able to help you with a particular area, feel free to contact our office on 07 3233 6400. Please share these resources with your colleagues if you believe they may be of benefit.

Break-Even Analysis

Our break-even analysis provides a simple template you can use to ensure you are covering your fixed costs.

Break-even Analysis

Business Sensitivity Analysis

Reviewing your prices? See the impact of such a change using our Business Sensitivity Calculator.

Business Sensitivity Analysis

High Involvement Planning

This template can assist in providing an alternative approach to traditional strategic planning sessions.

High Involvement Planning - Lead-up Questions

High Involvement Planning – Presentation

This presentation template provides the structure for an alternative approach to traditional planning sessions.

High Involvement Planning - Presentation

Impact Pyramid

Use our Impact Pyramid can help you to keep what matters top of mind.

Impact Pyramid

Net Worth Template

Take stock of where you sit with our Net Worth Graph Template here.

Net Worth Template

Operating Budget

Poor cash flow can put increased pressure on your business. Our model provides a simple analysis to help you identify cash shortages before it’s too late.

Operating Budget

Performance Review Material

Access our comprehensive approach to guide your team through key performance metrics.

Performance Review Material - Extended

Personal Goal Setting

Do you know what you need to do to achieve your goals? This is a simple and effective planning tool that you can use for your business and personal development.

Career Planning Model

Rental Property Analysis Template

Thinking of purchasing a rental property? This simple calculator to help you understand the value of your property.

Rental Property Analysis

Retirement Income Calculator

Are you looking to retire in the near future? Access our Wealth Creation and Retirement Calculator here.

Wealth Creation Calculator

Estate Planning Checklist

Circumstances change, intentions change, families change – does your Will need to change? Access our review checklist here.

Estate Planning Checklist

The articles, templates, and media posted on our website do not give business, accounting, taxation or financial planning advice. The articles are intended to provide information in a summary form and are general in nature. The contents do not constitute business, accounting, taxation or financial planning advice and should not be relied upon as such. Formal business, accounting, taxation or financial planning advice should be sought in particular matters. O’Connells OBM Pty Ltd accepts no liability in respect of this information and any person acting solely on the information contained within does so entirely at their own risk.