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Allied Health & Wellness

From New Mum and Sole Trader to Growing Allied Health Practice

CLIENT

Maree Health

Director

Maggie Jackson

Industry

Health & Wellness

Location

Townsville, QLD

Client Overview

From Startup to Established Practice

Maggie Jackson is the Owner and Director of Maree Health, an allied health practice helping clients improve their nutrition, dietary habits, and lifestyle through the power of food.

When Maggie first partnered with AFI Balance, she was in the earliest stage of business. A sole trader, renting a space, building her client base, and navigating new motherhood at the same time. Since then, Maree Health has grown into an established company with its own physical practice, additional practitioners, and staff.

Throughout that journey, AFI Balance has provided the financial clarity, structure, and trusted support Maggie needed to grow with confidence.


The Challenge

Balancing Business Growth and Family Life

Starting and growing a business is demanding. Doing it while raising a young family makes it even harder.

When Maggie launched Maree Health, she was facing several pressures at once:

A vulnerable start:  building a business from scratch while caring for her 6-month-old son

Financial overwhelm: bookkeeping, systems, and the financial side of business were outside her comfort zone

Increasing complexity:  growth meant moving from sole trader to company structure, with more moving parts to manage

A need for trusted guidance: she wanted expert support from someone who understood both her business and her broader family structure


“I remember meeting with you when I was just a sole trader in my very, very first year of business, and my son was only 6 months old when I started.”


Maggie Jackson

Owner and Director, Maree Health


The Approach

Providing Guidance at Every Stage

AFI Balance supported Maggie from the ground up, not just as accountants and bookkeepers, but as trusted advisers throughout every stage of growth.

Our work included:

01

 Setting strong foundations early:  helping Maggie understand systems like Xero and putting the right processes in place

02

Supporting structural growth: guiding the transition from sole trader to company structure

03

Managing the financial background: giving Maggie confidence that the numbers were being handled properly

04

Providing responsive advice: being available for both day-to-day questions and bigger strategic decisions

05

Taking a boutique, personalised approach: learning the nuances of Maree Health’s systems, structure, and business model rather than forcing a one-size-fits-all solution


“I always felt really comfortable from the get-go, and honestly haven’t looked back since. I felt like yourself and Dion were really happy to learn about it and to make that really integrative, which felt comforting for me.”


Maggie Jackson

Owner and Director, Maree Health


The Outcomes

Growing with Confidence and Clarity

Over the past 8 years, Maree Health has grown steadily and organically; AFI Balance has been there every step of the way.

That support has helped Maggie to:

 Grow from sole trader to company structure with confidence

 Expand into a physical practice with other practitioners and staff

 Reduce stress around finances and feel supported behind the scenes

 Make business decisions with clarity rather than second-guessing

Stay focused on clients and growth instead of getting stuck in the numbers

 Feel backed by a trusted team who understands the business personally


Most importantly, Maggie never felt like she was navigating growth alone.

“It felt like no matter what query, whether it was small or large, that we had that support in the background whenever we needed it.”


Maggie Jackson

Owner and Director, Maree Health


Why AFI Balance

A Relationship Built on Trust

For Maggie, the difference wasn’t just technical expertise. It was the relationship.

AFI Balance delivered the kind of support that growing business owners actually need. Expert financial guidance, clear communication, and a genuine understanding of the person behind the business.

“I’m not lost in a big firm of 50 people where they don’t know me. I know exactly who I’m talking to, and that support in the background has been really comforting as we’ve grown.”


Maggie Jackson

Owner and Director, Maree Health

Maggie Jackson

Owner and Director, Maree Health



Key Challenges Solved

A vulnerable start

Financial overwhelm

Increasing complexity

A need for trusted guidance


Ready for a similar result? Let's talk about what AFI Balance can do for your business.

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