How our consultation process works

Our process is designed for transparency and practical insight. Every session emphasises clear dialogue, practical review of your current financial allocation, and unbiased guidance focused on your unique context and values.

Meet our dedicated consultants

Diverse experience and a commitment to ethical guidance set our team apart

Amelia Shaw

Senior Consultant

Graduate Diploma in Finance Monash University

Values-based advice

Harmony Advisory Group

Certifications:

Registered Financial Practitioner Certified Compliance Professional

Methods:

Holistic needs assessment Client-centred consultation Zero-based allocation Ethical frameworks Transparent dialogue

Key competencies:

Active listening Problem solving Objective analysis Clear communication

Brings over 15 years’ financial advisory experience focused on values-driven planning.

Oliver Beckett

Financial Adviser

Master of Applied Finance University of Sydney

Budget analysis

Civic Pathways

Certifications:

Registered Financial Practitioner Advanced Ethics Certificate

Methods:

Values mapping Zero-based planning Consultative review Continuous improvement Evidence-based updates

Key competencies:

Analytical thinking Empathy Collaboration Detail orientation

Expert at guiding clients through practical budget alignment without bias.

Felicia Grant

Client Liaison Lead

Diploma Financial Services RMIT University

Client process facilitation

Vital Prospects

Certifications:

Client Care Certification Ethical Education Award

Methods:

Stepwise facilitation Individualised planning Ongoing check-ins Process mapping Feedback integration Compliance adherence

Key competencies:

Interpersonal skills Organisation Documentation Stakeholder support

Specialises in guiding individuals through the logistics of applying practical frameworks.

Samuel Laird

Research Consultant

Bachelor of Commerce UNSW Sydney

Market dynamics analysis

Insight Metrics

Certifications:

Research Analyst Certificate Professional Practice Certification

Methods:

Evidence gathering Analytical reviews Unbiased feedback Value-first approach Results monitoring

Key competencies:

Critical research Data interpretation Reporting Listening skills

Focuses on transparent analysis and current financial method reviews.

How your session unfolds

We guide you every step without pressure or bias

1

Discovery meeting

Share your context and the values most important to you.

We listen carefully to understand your real priorities.

2

Personalised review

Explore where your current allocations align with your priorities.

We work together to examine practical realities.

3

Discuss practical options

Collaborate on actions that put your values at the centre.

All recommendations are realistic and pressure-free.

4

Constructive follow-up

We offer clear, honest feedback and answer your questions.

Continued guidance is available for ongoing alignment.

See how our approach differs

Features	Our Service	Competitor A	Competitor B
Values-led consultations
No pressure, no sales talk
Transparent methodology
Personal context focus