Our step-by-step consultation methodology
Learn more about how our team provides unbiased guidance through every stage of your financial planning process. We structure our approach for clarity and transparency.
Jane Roberts
Senior Consultant
Meet our team
Experienced, client-focused professionals
Jane Roberts
Senior Consultant
Master of Finance University of Sydney
15 years "Financial analysis"
Greenfield Advisory
Award for client service excellence
Published analytical review research
Jane brings over 15 years of experience in financial planning, focusing on transparent client consultations and analytical reviews.
Michael Tan
Consultant
Bachelor of Commerce Monash University
8 years "Consultative planning"
Sydney Consulting Group
Recognised for transparency
Led process improvement project
Michael specialises in analytical reviews and clear communications, with a background in client-focused consultation.
Samantha Walsh
Client Support Lead
Diploma in Business Administration TAFE NSW
10 years "Client support"
Harbourside Finance
Award for outstanding support
Implemented client feedback program
Samantha ensures a seamless client experience, coordinating follow-ups and supporting clear communication throughout your journey.
Raj Singh
Consultant
Bachelor of Business University of Queensland
7 years "Analytical guidance"
Bridgewater Advisory
Team collaboration award
Developed new review framework
Raj applies a practical, analytical approach to every consultation, helping clients feel confident in their decisions.
How our process works
Our consultations are designed for clarity and transparency, from initial inquiry to ongoing support. Each step focuses on your needs and informed decisions.
Initial needs review
We begin by understanding your circumstances and what you hope to achieve. This helps us tailor our approach to your situation.
Our team will listen to your goals and concerns to establish a foundation for the review.
Analytical review phase
We analyse your current financial landscape using available information. This stage provides a clear picture for the next steps.
No product sales or commissions—just an impartial assessment of your situation.
Consultation meeting
We present our findings and discuss your options in detail, ensuring you have the clarity to make informed choices.
You’ll receive clear explanations and can ask questions throughout the session.
Ongoing support and follow-up
After your consultation, we stay in touch to address any new questions and adapt as your needs change.
We offer future reviews and are available for ongoing support.
How we compare
Transparent, client-focused service