Our Personalised Planning Process
We deliver structured financial planning summarised in clear steps, prioritising your objectives and always focusing on transparency. Through methodical reviews and ongoing support, we guide you from assessment to actionable plans for long-term results.
Meet Our Team
Experienced advisers, diverse backgrounds
Olivia Reynolds
Financial Adviser
Education
Bachelor of Commerce, Finance, University of Sydney
Olivia supports clients by building actionable plans focused on individual needs and clarity. She emphasises communication and adapting as priorities evolve.
Experience
Skills
Methods
Accreditations
Liam Hunter
Senior Adviser
Education
Master of Applied Finance, Monash University
Liam brings over 12 years of insight, guiding clients through changes and new challenges. He champions a transparent, step-by-step approach for sustained results.
Experience
Skills
Methods
Accreditations
Sarah Evans
Client Service Manager
Education
Advanced Diploma, Finance, TAFE NSW
Sarah ensures client needs are addressed quickly. She coordinates between advisers and clients, providing updates and managing all documentation with care and precision.
Experience
Skills
Methods
Accreditations
James Lee
Financial Planner
Education
Bachelor of Business, Finance, University of Melbourne
James blends data analysis and personal guidance to help clients act confidently. He’s dedicated to transparent evaluations and measurable outcomes through effective processes.
Experience
Skills
Methods
Accreditations
How Our Process Works
Follow a transparent, proven structure to clarify your next steps
Initial Consultation Meeting
Discuss your current situation, priorities, and concerns in confidence with an adviser.
No obligation at this stage, just open conversation.
Analysis and Review
We analyse your information, identify opportunities, and highlight areas for improvement.
Our review is thorough and tailored to you.
Strategy Presentation
Receive a clear action plan outlining everything in plain language, with supporting documentation.
We address your questions and help set practical expectations.
Ongoing Support
Continue with regular updates to ensure your plan matches your evolving needs.
Annual or as-needed reviews after plan implementation.
Service Comparison Overview
| Features | Foundational Support | Personal Progress | Complete Review |
|---|---|---|---|
| Structured Consultation Approach | Yes | Yes | Yes |
| Customised Action Plans | Yes | Yes | Yes |
| Ongoing Review Meetings | No | Yes | Yes |
| Practical Steps and Documentation | Yes | Yes | Yes |