Explore our approach to financial planning support
Our consultants focus on understanding your needs, providing transparent insights and practical recommendations for every situation.
Alex Foster
Lead Consultant
Meet our team
Dedicated, experienced professionals
Alex Foster
Lead Consultant
Master of Commerce University of Sydney
12 years "Client consultations"
Harbour Solutions Group
Awarded for service excellence
Recognised for client trust
With over a decade in financial planning, Alex delivers clear, practical insights for clients of all backgrounds. He is dedicated to transparent communication and client trust.
Mia Chen
Senior Consultant
Bachelor of Business Monash University
10 years "Analytical reviews"
Pacific Advisory Partners
Led key process improvements
Awarded for collaboration
Mia brings practical experience in analytical reviews and ongoing client support. She values open dialogue and personalised strategies for every case.
Ethan Smith
Consultant
Bachelor of Commerce University of Queensland
8 years "Client support"
Urban Financial Services
Recognised for adaptability
Commended for communication
Ethan focuses on adapting solutions to client needs, supporting individuals and organisations with clarity and ethical guidance.
Sophie Lee
Consultant
Graduate Diploma in Finance RMIT University
6 years "Ongoing client engagement"
NextGen Advisory
Praised for client rapport
Consistent positive feedback
Sophie is passionate about providing straightforward advice and reliable support for clients. She is committed to continuous learning and practical solutions.
Our step-by-step process
We prioritise understanding your unique circumstances, ensuring every recommendation is tailored and transparent from start to finish.
Initial consultation
We begin with a detailed discussion to learn about your goals, current situation, and any concerns you have. This helps us understand what matters most to you.
Session usually takes 45–60 minutes.
Analysis and review
Our team conducts a careful analysis of your circumstances, considering all relevant factors. We then prepare practical recommendations for your review.
Typically completed within 2–4 business days.
Personalised recommendations
We present our findings and suggestions in a clear, straightforward manner. You have the chance to ask questions and discuss options before making any decisions.
Reviewed in a follow-up meeting.
Compare our support options
| Features | Consultation only | Ongoing advisory | Comprehensive review |
|---|---|---|---|
| Initial consultation included | Yes | Yes | Yes |
| Follow-up communication | No | Yes | Yes |
| Analytical review provided | No | Yes | Yes |
| Personalised recommendations | Yes | Yes | Yes |
| Ongoing advisory support | No | Yes | Yes |
| Comprehensive process review | No | No | Yes |