

G&M ADVISORY
Climate transition planning and financial reporting specialists
Strengthen your company's climate planning practices to comply with Australia's mandatory sustainability reporting standards and better attract future investment.

Australian companies are tasked with the dual challenge of meeting investor needs and regulatory requirements
"To support informed investment decisions, financial market participants need comprehensive and comparable information on sustainability-related opportunities and risks."
Australian Government - Sustainable Finance Strategy
“This shift to mandatory climate-related disclosures presents the biggest change to corporate reporting in a generation.”
Joe Longo - ASIC Chair

Credible, quantifiable plans are the cornerstone of effective climate reporting
In the global effort to decarbonise, the Australian corporate sector is on the brink of significant regulatory change as mandatory climate-related disclosures are set to become effective from the 1st January 2025*.
At the heart of this new disclosure regime are two key components:
1) the reporting of emissions reduction plans
2) the reporting of climate impacts to an entity's current and future financial position.
These new 'forward-looking' reporting requirements mark a historic shift in the nature of company reporting.
*Entities that meet two or more thresholds (1) 500+ employees
(2) $1b+ gross assets (3) $500m+ annual revenue

Modernise your company's climate planning
and governance practices
At G&M Advisory, we support you develop the capacity to measure how climate-related risks and opportunities impact your company's financial position in the short, medium, and long term.
By adopting an initiative driven methodology to underpin climate reporting, your company can generate high quality financial plans that are actionable and auditable.
Our solution enables your company to establish a repeatable, cost-effective process to meet its climate-related financial reporting obligations.


An integrated approach to supporting climate-related financial disclosures and transition finance reporting
Corporate reporting
Building and connecting a portfolio of climate initiatives to corporate planning processes equips a company to generate the quantitative information needed to comply with an evolving regulatory reporting landscape and meet the increasing demands of key stakeholders.

Credible emissions targets & plans

Reliable budgets, financial plans
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Profit & Loss
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Cash Flow
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Balance Sheet

Targeted capital deployment
Company-wide plans
Climate-plans
Initiatives
Other change plans
BAU* forecasts
*Business-as-Usual
Assurance and audit

Verifiability: Current period and 'forward-looking' emissions and financial data can be accurately verified as they are derived from discrete initiatives or clearly defined sources.

Transparency and Traceability: Climate plans and disclosures are developed from the ground-up, utilising quantitative data points managed at initiative level.
Climate finance reporting

Access to Climate Transition Finance: An evidence-based path to achieving targets and a repeatable process to track KPIs enables companies to improve periodic reporting to financial institutions.

Compliance with Covenants: Reliable 'forward-looking' financial statements, built bottom-up from initiatives, allow companies to address future performance gaps and meet financial covenants.
Our Services
We work closely with companies in three valuable ways

1 Gap Analysis
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​Identify gaps in current planning practices using our custom assessment framework, which aligns with climate-related financial reporting standards and recognised transition planning frameworks.
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Provide cost-effective recommendations that create enduring climate-related governance and planning practices.

2 Solution Design
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Create a modernised climate-related governance and planning approach using an initiative-based methodology.
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Formulate a workable implementation approach with key stakeholders, optimising the use of current processes and systems.

3 Implementation Support
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Strengthen oversight of the climate initiative portfolio, including streamlining reporting and increasing engagement.
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Improve the integration of climate-related planning with company-wide strategic and financial planning practices.
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Improve capital utilisation by facilitating scenario planning, business case development and initiative prioritisation.
Our advisors have worked with many of Australia's largest companies

We are experts in supporting organisations through complex, sustainable change
Coordinated the planning and execution of over 1,000 initiatives, including sustainability projects.
Governance
+
Corporate Planning
Led large-scale programs that delivered over $500 million in financial benefits and significant reductions in CO2 emissions.
Integrated the financial impacts
of initiatives into company planning and reporting processes.
Business Case Development
Financial Reporting


Our Leaders

Richard Officer
Senior Advisor
Richard has 15+ years designing and leading business critical change programs for many of Australia’s largest organisations.
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He has extensive planning experience in the areas of strategy development, sustainable transformation, regulatory compliance and cost-efficiency.
Jason Cotter
Senior Advisor

Jason has 15+ years leading annual planning and budgeting processes at large-cap listed, mid-cap listed, start-up and institutional investment organisations.
He has deep expertise aligning operational expenditure, capital expenditure and resource planning with corporate strategies and plans.

The experience to support you in establishing an enduring climate planning process