Learn more about our methodology
Our approach explained
We believe clear, user-focused processes deliver the best outcomes. Our methodology prioritises transparent communication, regular reviews, and recommendations tailored to your goals. This ensures our guidance remains practical, actionable, and aligned with your evolving needs. Learn what makes our process unique and how we support your financial planning journey.
Meet our team
Specialists in financial planning
Sarah McConnell
Senior Consultant
Master of Finance University of Sydney
Evergreen Advisory
Key skills
Approaches
Achievements
Led client success projects
Developed planning frameworks
Certifications
Sarah has over a decade of experience in the financial sector and is committed to clear, actionable advice.
Sarah specialises in understanding client objectives and developing tailored strategies. Her approach blends market analysis with a practical focus on achievable outcomes.
James Porter
Planning Specialist
Bachelor of Commerce Monash University
Finwise Group
Key skills
Approaches
Achievements
Created analytical review tools
Received client satisfaction awards
Certifications
James combines analytical expertise with a strong focus on client education and solution design.
James’s expertise lies in analysing market trends and interpreting data to support client decisions. He is known for clear explanations and flexible guidance.
Priya Nair
Client Adviser
Bachelor of Business University of Queensland
BrightPath Advisory
Key skills
Approaches
Achievements
Built high client retention
Implemented feedback systems
Certifications
Priya excels at building long-term client relationships and delivering practical, user-focused advice.
Priya is dedicated to maintaining strong client connections and adapting solutions to fit evolving needs. Her focus is on making the planning process smooth and user-friendly.
Alex Lee
Solutions Analyst
Bachelor of Economics University of Melbourne
Horizon Group
Key skills
Approaches
Achievements
Optimised resource use
Streamlined planning steps
Certifications
Alex brings a detail-oriented approach and innovative mindset to complex planning challenges.
Alex focuses on designing processes and tools that simplify planning. He is passionate about continuous improvement and data-driven solutions.
Our planning process
Initial consultation
We listen to your needs, discuss your goals, and outline a tailored approach for your financial planning journey.
Needs analysis
Our team reviews your current situation, gathering relevant information to ensure recommendations are appropriate.
Actionable guidance
We develop clear, practical steps designed specifically for your objectives and risk preferences.
Ongoing support
We provide periodic reviews and adjustments to keep your plan effective as your circumstances evolve.
How our solutions compare to others
| Feature | noranexaorbioraq | Provider A | Provider B |
|---|---|---|---|
| Personalised consultations | |||
| Transparent communication | |||
| Ongoing support | |||
| Client privacy focus | |||
| Analytical market reviews |