How we approach financial planning
Our methodology combines analytical reviews, personal consultations, and ongoing support to help you make informed, practical decisions for your future.
Meet our team
Experienced consultants with diverse backgrounds
Emma Johnson
Senior Consultant
Education
Bachelor of Commerce, Sydney University
Emma brings over a decade of experience in financial planning and client support.
Experience
Skills
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James Wright
Planning Consultant
Education
Master of Finance, Melbourne University
James is known for his consultative approach and strong analytical skills in planning.
Experience
Skills
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Olivia Chen
Client Solutions Specialist
Education
Bachelor of Business, Queensland University
Olivia focuses on helping clients find practical solutions through clear communication.
Experience
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Liam Patel
Analytical Consultant
Education
Diploma in Financial Services, RMIT University
Liam’s expertise lies in in-depth reviews and objective analysis for each client.
Experience
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Our three-step planning process
We combine analytical reviews, tailored consultations, and ongoing support to guide your planning journey from start to finish
Understanding your context
We begin by listening to your goals, needs, and concerns, ensuring a full understanding of your situation before making any recommendations.
This step helps us build a foundation for practical, relevant advice.
Analytical review and discussion
Our consultants carry out a thorough review of your available options, discussing the advantages and considerations of each in detail.
You receive clear explanations, supporting confident decision-making.
Ongoing support and review
After recommendations are made, we continue to check in, adapt, and offer new insights as your needs or the environment evolve.
Support is continuous, keeping your plans responsive and current.
Comparison of planning solutions
| Feature | fovunexmarkeroriax | Competitor 1 | Competitor 2 |
|---|---|---|---|
| Analytical reviews included | |||
| Personal consultations | |||
| Ongoing client support | |||
| Transparent process | |||
| Diverse specialist team | |||
| Clear communication |