How our financial planning methodology works
Our methodology embraces a client-first philosophy, combining professional insight, clear communication, and a transparent step-by-step process. Every strategy is crafted around your unique situation, blending analytical research with ongoing review. Experience a collaborative journey designed to support you as your needs evolve over time.
Consultations
Active clients
Satisfaction
Meet our expert team
Advisors with proven professionalism and client focus
Adrian Lewis
Senior Advisor
Expertise
Adrian oversees process quality and ensures every client receives practical, unbiased advice.
Skills
Brooke Fielding
Client Manager
Expertise
Brooke champions open dialogue, ensuring client priorities are addressed promptly at every stage.
Skills
Marcus Ng
Market Analyst
Expertise
Marcus delivers actionable insights and monitors changing conditions to enrich your planning reviews.
Skills
Kylie Ahmed
Compliance Officer
Expertise
Kylie upholds ethical standards and verifies every recommendation meets regulatory guidelines.
Skills
Our transparent planning process
We guide you through a methodical process, ensuring every step is personalised and fully explained—no hidden steps or confusion.
Initial client assessment
We consult with you to understand goals, current circumstances, and any unique considerations for your situation.
Process goal
Clarify your objectives and lay foundation.
What we do
Conduct a structured interview covering relevant financial preferences, obligations, constraints, and expectations to inform recommendations.
How we do it
One-on-one meetings in person or remotely, followed by secure information gathering and validation for accuracy.
Tools used
Interview form, secure portal, documentation
Deliverables
Summary of goals, reviewed questionnaire, next steps outline
Comprehensive market analysis
Our analysts research market trends and regulatory changes, adapting insights to your specific needs.
Process goal
Provide up-to-date, relevant information.
What we do
Build context for your plan by looking at historical trends, regulatory factors, and the local landscape relevant to you.
How we do it
Leverage data tools and research reports, synthesizing findings in plain language for clear understanding.
Tools used
Database, research reports, analysis
Deliverables
Market review report, recommendations summary
Personalised plan recommendations
With input from you and our research, we develop a pathway that fits your situation and preferences.
Process goal
Create actionable recommendations for you.
What we do
Align findings with your needs, prioritizing clarity and feasibility, without pressure or sales tactics.
How we do it
Draft proposals, review with the team for objectivity and compliance, then present clearly for your feedback.
Tools used
Proposal draft, team review, compliance checks
Deliverables
Draft recommendations, explanatory notes, Q&A meeting
Review, monitor, and support
Our relationship doesn’t end at implementation. We commit to ongoing support and regular plan reviews.
Process goal
Ensure long-term clarity and responsiveness.
What we do
Schedule regular check-ins and adapt your plan if regulations or life circumstances change.
How we do it
Provide direct support channels and notifications, making plan updates as your needs evolve.
Tools used
Support system, scheduling tool, communication board
Deliverables
Ongoing updates, meeting records, support summary
How we compare
Our approach offers clarity