How our consultation process works
Discover a step-by-step approach designed to keep your needs at the centre. Our team provides practical, transparent guidance so you can make informed decisions with clarity and confidence.
Meet our financial planning team
Experienced professionals dedicated to your needs
Sarah Johnson
Lead Planner
Specialties
Sarah leads client consultations, focusing on practical recommendations and ongoing support.
Sarah Johnson
Lead Planner
Specialties
Sarah leads client consultations, focusing on practical recommendations and ongoing support.
Michael Brown
Senior Consultant
Specialties
Michael brings analytical insight and clear communication to every client engagement.
Michael Brown
Senior Consultant
Specialties
Michael brings analytical insight and clear communication to every client engagement.
Priya Singh
Client Advisor
Specialties
Priya specialises in keeping clients informed and their needs well represented.
Priya Singh
Client Advisor
Specialties
Priya specialises in keeping clients informed and their needs well represented.
David Lim
Planning Specialist
Specialties
David focuses on data-driven analysis and process transparency for all clients.
David Lim
Planning Specialist
Specialties
David focuses on data-driven analysis and process transparency for all clients.
Our step-by-step consultation process
Experience a journey designed to keep you informed and comfortable at each stage.
Initial needs and background review
We start by understanding your circumstances, priorities, and any specific questions or concerns you may have.
This stage ensures your consultation is tailored from the start.
Developing tailored recommendations
Our team analyses your situation in depth and prepares practical, clearly explained options.
You receive information designed for informed decision-making.
Review, refine, and clarify details
We walk you through the recommendations, answer questions, and make adjustments as needed.
You stay in control and fully informed throughout.
Ongoing support and communication
Regular reviews and clear updates help you adapt as your needs change over time.
Our specialists are always available for further guidance.
Side-by-side comparison
See how our approach differs from others
nuvoropelexa
Personalised, transparent process
Personalised consultations
Process adapts to your needs
Transparent analytics
Clarity on every recommendation
Dedicated team
Direct specialist access
Clear communication
No jargon or confusion
FinPlan AU
Standardised service model
Personalised consultations
Process adapts to your needs
Transparent analytics
Clarity on every recommendation
Dedicated team
Direct specialist access
Clear communication
No jargon or confusion
AussiePlanners
Generalised planning focus
Personalised consultations
Process adapts to your needs
Transparent analytics
Clarity on every recommendation
Dedicated team
Direct specialist access
Clear communication
No jargon or confusion