Built for financial planning. Focused on enterprise.
Define Growth was created to bridge a gap in the financial planning profession — bringing together deep sector expertise, strategic thinking and the hands-on capability to turn recommendations into real transformation.
Our approach combines a rigorous enterprise methodology with practical implementation, working alongside leadership teams to build stronger, more resilient and commercially robust businesses.
Why Define Growth exists.
Financial planning businesses face a distinctive challenge. They are often highly successful — generating strong revenue, serving loyal clients and employing talented people. But success as a business and strength as an enterprise are not the same thing.
Many financial planning businesses are more dependent on their founders than they should be, more complex than they need to be and less commercially robust than their revenue suggests. The gap between a successful business and a strong enterprise is where Define Growth works.
We exist to help financial planning business owners build the enterprise they intended.
Deep experience. Rigorous methodology.
The Define Growth team brings together experience across financial planning business leadership, enterprise transformation, operating model design, technology implementation, commercial management and governance.
That experience is embedded in our methodology — the Enterprise Index Score™, the Enterprise Roadmap and the Trajectory reassessment — which provides a structured, repeatable framework for enterprise improvement that is grounded in evidence and shaped by ambition.
30+
Years of financial planning sector experience
6
Enterprise Domains assessed in every engagement
4
Stage model from assessment to ongoing measurement
How we work.
Evidence-led
We don't rely on self-assessment or assumption. Every engagement begins with the Enterprise Index Score™ — a rigorous, evidence-led diagnostic that gives us and the leadership team an objective view of where the enterprise stands.
Sector-specific
We work exclusively with financial planning businesses. That focus means we understand the regulatory environment, the client relationship model, the technology landscape and the commercial dynamics that shape enterprise performance in this sector.
Implementation-focused
We don't stop at recommendations. We stay involved through implementation — providing expertise, challenge, accountability and support as the leadership team does the difficult work of making change happen.
Destination-aligned
Every transformation programme is shaped by the owner's intended destination. We use that destination as the lens through which priorities are set — ensuring that today's transformation remains consistent with tomorrow's ambition.
What we believe.
Clarity over comfort
We tell owners what they need to know, not simply what they want to hear. We challenge assumptions, follow the evidence and focus on what will genuinely make the business stronger.
Transformation over recommendations
Insight only creates value when it leads to action. We measure our success by the change we help make happen — and the lasting improvement it creates within the business.
Enterprise over business
We are focused on building enterprises — businesses that are operationally resilient, commercially robust and capable of sustaining themselves without depending on any single individual.
Destination over process
Transformation is not an end in itself. Every priority we set is shaped by where the owner wants to go — ensuring that the enterprise being built is the one the owner intended.
Ready to build a stronger enterprise?
Every engagement begins with a conversation. We'd welcome the opportunity to discuss where your business is today and what it would take to build the enterprise you intend.