Brisbane Head Office | Supporting Businesses Across Australia | Strategy-Focused CFO & CAIO Services
Our Services
Trusted CFO Expertise
We provide interim and on-demand CFO calibre support—covering strategic planning, budgeting, cash flow oversight, performance analysis and funding advisory. Our CFOs hold qualifications such as Chartered Accountant, CPA and MBA, with over a decade of executive experience in complex organisations. Team leaders include professionals who have managed businesses with hundreds of millions under management and led AI strategy at global consulting firms. We are recognised as a Chartered Accountants firm and respected across both finance and business communities.
AI Governance & Leadership (CAIO)
In addition to finance, we deliver Chief AI Officer services to guide responsible AI adoption. Whether setting governance frameworks, managing data ethics or scoping machine‑learning initiatives, our CAIOs provide governance aligned with business objectives and stakeholder trust. This unique combination of CFO and CAIO services gives you both financial and technological leadership as needed.
Why Choose Us?
1. Leadership Credentials & Global Insight
Our senior team brings decades of combined experience. Our partners have led finance and AI roles in firms managing over A$500 million in assets, global strategy practices, and international consultancy. Our qualifications include membership in professional bodies such as ICAANZ, ICAEW, AES, IEPN, and RSS. These credentials matter—they underpin your confidence in our ability to navigate complexity and deliver results.
2. Global Best-Practice Adapted for Australia
We translate proven global finance and AI techniques into practical, local solutions. Named after the research hub St Lucia, our firm blends international thinking with deep understanding of Australian markets—from accounting standards to regulatory compliance and national funding schemes. luciabusinesspartners.com.au+1
3. Tailored Engagement & Agility
We work with businesses of all sizes—from SMEs to growing enterprises. Our flexible model means you engage exactly the level of support you need: part-time, project-based or ongoing strategic leadership. You benefit from focused expertise without overpaying for full-time executive capacity.
4. Strategic Partnership, Not Just Service
We act as an embedded partner. From financial reporting and forecasts to AI strategy and governance, our focus is on turning data into action. We anticipate opportunities and risks, support critical decisions, and provide mentoring to owners and leadership teams.
5. Clear Reporting & Communication
Complex financial and AI topics are made transparent. We deliver clear, actionable reports, dashboards, and advice—without jargon. You’ll always know what is working, what needs attention, and what results we’re driving together.
Our Service Offering
Strategic Finance and CFO Services
Financial Strategy & Modelling: Aligning long-term goals with robust modelling and scenario analysis.
Budgeting & Forecasting: Rolling forecasts, KPI-based planning and regular performance reviews.
Cash Flow & Liquidity Management: Ensuring liquidity through proactive collections, cost control and working capital optimisation.
Profit Improvement & Cost Control: Margin enhancement through revenue levers, supplier analysis and cost rationalisation.
Financial Reporting & Analysis: Monthly reporting with executive summaries, variance commentary and insight-led dashboards.
Capital Raising & Investor Readiness: Preparation of investor presentations, financial due diligence, funding applications.
Risk & Compliance Oversight: Ensuring integrity across financial systems and compliance with Australian regulatory obligations.
CEO/Owner Mentorship: Strategic support on critical decisions—growth, valuation, exit planning, restructuring.
AI Strategy & Chief AI Officer Support
Ethical AI Governance: Frameworks and risk registers tailored to organisational needs.
AI Initiative Roadmaps: Identifying opportunities, setting priorities, developing innovation pipelines.
Stakeholder & Vendor Oversight: Managing third‑party AI partners, integration governance and accountability protocols.
Workshops & Training: Human-centred design sessions to build AI understanding and alignment across teams.
Change & Risk Management: Embedding AI safely, supporting adoption, and managing cultural shifts.
Board Reporting & Briefings: Jargon-free executive summaries explaining AI risks, governance and value.
Our Approach
Discovery Call – Arrange your complimentary consultation with our Brisbane-based team to explore your needs.
Tailored Proposal – We craft a custom roadmap outlining key services, timeline and clear fee structure.
Onboarding – Review of current systems and data, then integration into your finance and AI ecosystem.
Strategic Delivery & Oversight – Regular touch-points deliver dashboards, modelling, commentary, AI guidance and recommendations.
On-demand Support – Our experts remain available between scheduled sessions to advise on urgent matters.
Review & Recalibrate – Quarterly alignment meetings to revisit objectives, measure progress and adjust as needed.
These steps form a holistic, agile partnership that adapts to changing business needs—whether you're headquartered in Brisbane or operating from regions such as Sydney, Melbourne, Perth or beyond.
Credentials & Industry Expertise
Lucia Business Partners is recognised as a Chartered Accountants firm, endorsed for delivering accounting and finance expertise to Australian businesses.
Our leadership team includes professionals who:
Served as CFO for a firm with over A$500 million under management;
Held Head of AI roles within top-tier consultancy specialising in growth and transformation;
Present regularly at international forums on AI ethics, finance strategy, and performance management;
Hold advanced credentials including GAICD, Cert‑DataEng, and memberships in global and Australasian bodies (AES, IEPN, ICAANZ, ICAEW, RSS).
These credentials demonstrate our commitment to excellence, ethical leadership, and innovative thinking.
Who We Help
Our clients include:
SMEs seeking strategic clarity and financial discipline.
Rapidly scaling businesses needing professional financial planning and governance.
Organisations preparing for investment, acquisition or exit.
Businesses undertaking AI transformation requiring strategic oversight.
Not-for-profits, technology firms, manufacturing, retail, services and trade sectors.
If you're wondering whether professional CFO or AI leadership makes sense, ask yourself: “Do I need high-calibre decision support—but don’t internalise full-time cost?” If yes, our model is the perfect match.
Frequently Asked Questions (FAQs)
1. What is the difference between your CFO service and hiring a full-time CFO?
Engaging us is cost-efficient and flexible compared to hiring a full-time CFO. You get the same level of strategic leadership—budgeting, forecasting, cash flow management, investor readiness—but pay only for the time used. Full-time CFO packages in Australia can exceed A$200K annually; our services scale with your needs, offering strong leadership at a manageable cost.
2. How does your AI leadership service complement CFO support?
Our CAIO offering brings governance, ethics and structure to AI initiatives—creating a safe and strategic AI roadmap. When coupled with CFO support, it ensures your financial decisions and AI investments align coherently. Together, they provide comprehensive strategic oversight across both finance and technology implementation.
3. Are you local to Brisbane but able to support clients across Australia?
Absolutely. Our head office is based in Fortitude Valley, Brisbane, but our virtual model supports clients in Sydney, Melbourne, Perth, Adelaide and regional Australia. Secure communication tools and cloud accounting mean our experts can work seamlessly regardless of geography.
4. What qualifications and background do your partners bring?
Our team members hold professional qualifications such as Chartered Accountant and CPA, alongside graduate certifications in data engineering or governance. They have worked with organisations managing hundreds of millions in assets, led AI strategy in global consultancies, written and presented on AI ethics and finance leadership, and are members or fellows of bodies like ICAANZ, ICAEW and RSS.
5. How are fees structured for CFO and AI services?
We offer flexible pricing based on engagement level: retainers, project-based fees or quarterly subscriptions tied to hours or deliverables. This ensures transparency: you know what you’re paying and what you’ll receive. We avoid hidden costs and tailor our service to align with the scale of support you require.
6. Can you assist with capital raising or investment preparation?
Yes. Our CFO team supports investor readiness by drafting robust financial models, forecasts, and pitch decks. We also prepare compliance documentation and navigate due diligence requirements. Our involvement increases credibility with capital providers and streamlines fundraising efforts.
Ready to Talk Strategy & Growth?
Whether you need financial strategy, AI governance, investor readiness or a combination of services, Lucia Business Partners is here to assist. Based in Brisbane, we deliver high-touch, senior-level expertise across Australia. Work with us to elevate your financial strategy and AI leadership—without the full-time overhead.
Call our Brisbane head office today to arrange a free 30-minute consultation
Enquire online and let’s begin strengthening your financial and AI strategy
