SPECIALISTS IN FINANCIAL MODELLING
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Support Centre Details

About the Plum Solutions Financial Modelling Support Centre

Struggling with your financial model? Stuck on a formula or need help designing a model?  Don’t worry, you’re not alone.  An expert Financial Modeller will be able to help you via chat, over the phone or by email – whatever suits you best.


The Financial Modelling Support Centre provides a responsive, personal service providing expert assistance or advice on:

  • Excel formula design and selection
  • Formula troubleshooting
  • Advice on model layout and design
  • Assessment of model against best practice
  • Compatibility and upgrading between versions of Excel

Sign up for your free two week trial

Ways to get Support:

As a support member, you will be given a login will be able to access your secure login area with direct access to gaining support in the following ways:

Direct Contact
By using the dedicated Secure Contact Service, your question will not be visible to anyone except Plum Solutions staff.

Forum
The public Financial Modelling forum for non-confidential questions, (you can remain anonymous if you prefer) as your question will be made public to other members of the Plum Member Community and you can expect faster, and even multiple responses.

Live Chat
If we’re online, we’ll answer it straight away.  If it’s sleeping time in Australia, we’ll get back to you as soon as we can!  You can see in the bottom right hand corner whether we are online or not.

Phone
Available between 8am and 6pm Mon – Fri AEST
Messages taken out of hours

What kind of things can the Financial Modelling Support Centre help me with?

Excel formula design and selection  

Which formula should I use? Can Excel do that? Chances are, it can. If not, we'll provide suggestions on how to get around your particular problem.

Formula troubleshooting   

Why won't my formula give me the right answer? Why am I getting an error? We'll have a look and get you up and running again.

Advice on model layout and design   

We'll take a look at your model and give you feedback on the design, and suggest possible improvements
Compatibility and upgrading to Excel 2007    Should I upgrade to 2007 yet? How do I save my 2007 file so that others can open it?

Model assessment   

Email a copy of your model and we’ll use the Model Assessment Tool to rate your model, provide feedback and suggestions for improvement.

Frequently Asked Questions (FAQ)

Should I chat, call or email?

Choose your preferred method of contact.  If it’s just a quick formula fix, Live Chat might be appropriate.  If you want a model reviewed, you will need to email it.  Otherwise, feel free to phone.   Don’t worry about calling out of hours, leave a message and someone will get back to you as soon as we wake up!

What response time can I expect?

We always endeavour to respond to calls and emails within 24 hours (and it is often sooner) although this may stretch to 48 hours if a modeller is unavailable due to training or travel.

As an attendee of a Plum Solutions public training workshop, how much Financial Modelling Support do I get?

You will get four weeks unlimited support on questions directly relating to the course you completed.  Your subscription runs from four weeks from the date of your training course.

What are the prices for using the Financial Modelling Support Centre?

Nothing.  You either get four weeks' support following one of our courses, or sign up here for a free two week support period.

If I sign up for the free trial, how much support will I get?

We'll take a look at your model, provide advice on layout or help you out with a formula fix.  We won't actually make any changes to a model - only guide you on how to do it.

So you won't build my model for me?

Not as part of the support trial, no.  We'd be very happy to do that but this would be a paid consulting option.

What happens after the support period has expired?

You can engage one of our consultants to continue assisting you with your models.  We'll give you a price upfront and can do as much or as little as is required.

What about the confidentiality of the data in the models I might send you?

We understand that there may be some situations where you need to send us models containing confidential information so that we can help you with them.  Your data will remain your data and will never be used for any other purpose other than to help you with your model.

What are your Terms and Conditions?

Use of the Financial Modelling Support Centre is subject to the terms and conditions listed below.  You must agree to these terms and conditions prior to using the Financial Modelling Support Centre.
The most important thing to be aware is that when using our services it is important to be aware that you, the client will retain responsibility for the model output. We will provide advice and guidance on model design, structure and formulas, but validation of input data, calculations and interpretation of results is the responsibility of the client.

Terms and Conditions

1.    Disclaimer and limitation of liability.

a.    The output from the Services is believed to be accurate and current. However, the Financial Modelling Support Centre does not give any representation or warranty as to the reliability or completeness of the output.  Nor does the Financial Modelling Support Centre warrant that any of the functions contained in the output of the services will be error-free.
b.    The Financial Modelling Support Centre shall not be liable in any way for any loss or damage, howsoever arising (whether in negligence or otherwise) out of or in connection with the provision of the Services except where liability is made non-excludable by legislation.
c.    The user must indemnify and hold harmless the Financial Modelling Support Centre and keep it indemnified, against all loss, actions, proceedings, costs, expenses (including legal fees), claims and damages arising from:
i.    any breach by the user of the General Term and Conditions; or
ii.    reliance by the user on any information arising from the use of spreadsheets provided as part of the Service

2.    ABN. Plum Solutions Pty Ltd (ACN: 108 071 343) is a duly incorporated company and acts as Trustee for the Fairhurst Family Trust with the ABN 62 594 042 148, and is registered for GST.

Below is our confidentiality agreement.  In effect, by signing up with the Financial Modelling Support Centre you have our assurance that your personal or company information contained in your models will remain your property, and will remain confidential.  We understand, however, that some companies have very strict security procedures and they may require you to remove data before sending the files to use.  That’s fine – we understand and won’t take it personally.

Confidentiality Agreement:

TheFinancial Modelling Support Centre acknowledges that during the provision of support it will have access to and become acquainted with various trade secrets, inventions, innovations, processes, information, records and specifications owned or licensed by the User and/or used by the User in connection with the operation of its business including, without limitation, the User’s business and product processes, methods, customer lists, accounts and procedures.  The Financial Modelling Support centre agrees that it will not disclose any of the aforesaid, directly or indirectly, or use any of them in any manner, either during the term of this Agreement or at any time thereafter, except as required in the course of this support with the User, unless otherwise authorised by the User in writing.  All files, records, documents, blueprints, specifications, information, letters, notes, media lists, original artwork/creative, notebooks, and similar items relating to the business of the User, whether prepared by the Financial Modelling Support Centre or otherwise coming into its possession, shall remain the exclusive property of the User.  The Financial Modelling Support Centre further agrees that it shall at all times preserve the confidential nature of its relationship to the Client and of the services hereunder.  The Financial Modelling Support Centre further acknowledges that the information provided to the Financial Modelling Support Centre by the User is the confidential information of the User and the Financial Modelling Support Centre further agrees not to disclose that information other than to authorised representatives of the Financial Modelling Support Centre  and that the Financial Modelling Support Centre also agrees to be bound by the provisions of this clause and to maintain the integrity and confidentiality of the User’s information  Other staff engaged by the Financial Modelling Support Centre shall be bound by the foregoing duties with respect to User confidentiality.