Consultants & Entrepreneurs industry services and solutions

Is your financial services company ready for the next 20 years?

With the right team of financial services industry specialists, your organization can meet today’s toughest challenges.

With deep experience across every financial sector, our financial services consultants work side-by-side with you and are fully invested in your success—we treat your business as if it were our own. We can help you develop clear, practical action plans and implement them efficiently, to ensure you achieve real and sustainable performance improvement. We have unmatched expertise across every strategic and operational area that financial services firms are currently focused on, augmented by a broad array of specialized capabilities, including: 

  • All facets of M&A, including a systematic approach to post-merger integration that can unlock deal value beyond your expectations.

  • Emerging trends and opportunities in sustainability, to ensure you pursue pragmatic actions that generate strong ROI, an approach we also carry through to ESG investing.

  • Organizational enhancement and reinvention, including operating model redesign, the transformational power of the Agile enterprise, and a full suite of enterprise technology capabilities.

  • Customer loyalty and experience advances, supported by our Simple & Digital approach, customer episode redesign, NPS Prism® benchmarking service and NextEngine digital attacker.

  • A wide range of performance improvement disciplines, from zero-based budgeting to cost transformation.

  • Vector℠, our unique cross-capability approach to digital delivery, which combines our expertise in automation, enterprise technology, advanced analytics, digital innovation and related disciplines, augmented by a robust ecosystem of best-of-breed partners.

  • Deep expertise in risk and regulation, ensuring that you keep pace with a rapidly evolving landscape and maintain your competitive edge.

How SFG. can help you

01.

Advisory

Strategic advisory support for cross-border medical device enterprises, mapping expansion blueprints to global regulatory frameworks.

02.

Business Services

End-to-end business services for cross-border medical device players, optimizing overseas setup, distribution networks, and operational workflows.

03.

Tax

Customized tax planning for medical device enterprises, cutting cross-regional costs while upholding compliance

Consultants & Entrepreneurs Case Studies

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Keith Mar

Director of Sunnyside Financial Group

Keith has 20 years of experience in the provision of business/tax/accounting advice and 9 years experience in the provision of financial planning advice. Keith attained a Bachelor Degree in Accounting and Business Law, and a Master Degree in Taxation (ATAX) from The University of NSW. Keith is a chartered accountant of the Institute of Chartered Accountants in Australia, a Certified Practising Accountant of the Hong Kong Institute of Certified Public Accountants and a registered tax (financial) agent in Australia. Keith also received external examiner qualification from the Law Society of New South Wales.