Projecting fee revenue and membership numbers for a Social Membership Club

Projecting fee revenue and membership numbers for a Social Membership Club Client Details A social membership club Challenges To project the club’s future membership numbers and fee revenues, and provide advice on the club’s fee structure. Solution Membership Structure: Collected data on rules, fees, and member trends. Data Analysis: Identified demographic and financial patterns over […]

Upgrading a FUM Projection model for a Superannuation Fund

Upgrading a FUM Projection model for a Superannuation Fund Client Details Medium sized Superannuation Fund Challenges The Fund had a funds under management (FUM) projection model that needed to be upgraded by: Adding functionality for more scenarios (scenario testing). Extending the time horizon of their forecasting. Determining what administration fees they should be charging their […]

Determining income to support lifestyle for a Monastery community

Determining income to support lifestyle for a Monastery community   Client Details Leaders of a Monastery Community Victoria, Australia   Challenges The monastic leadership team were seeking to understand the income required to support the monks’ needs.   Solution Analyse financial data – annual revenues vs expenses historically to consider what is needed. Project future […]