Our consultation methodology explained
Transparency and attention to your context guide every step of our process, from the initial review to actionable guidance.
Meet our consultants
Team members with extensive local experience
Laura Donovan
Senior Consultant
Master of Business Administration University of Sydney
East Coast Advisory
Key skills
Methods
Accreditations
Laura brings ten years of experience advising Australian clients, specialising in detailed market reviews and personal consultations.
Laura’s approach combines careful listening with evidence-based insights, emphasising transparency and ongoing access for her clients. She values clarity and empowering informed decisions.
Richard Harris
Client Advisor
Bachelor of Commerce Monash University
Coastal Advisory Group
Key skills
Methods
Accreditations
Richard leverages broad experience in finance, providing objective insights during personal consultations across varied client backgrounds.
Richard focuses on providing balanced, unbiased guidance. His consultations are grounded in deep market understanding and a commitment to finding options that suit the client’s circumstances.
Samantha Lawson
Analysis Specialist
Graduate Diploma in Finance RMIT University
Northern Finance Solutions
Key skills
Methods
Accreditations
Samantha’s strengths lie in research and synthesising complex data, resulting in actionable recommendations for every client.
Samantha prioritises practical insights, making complex financial information accessible. Her approach is patient, supportive, and solution-focused.
David Turner
Client Relations Lead
Bachelor of Economics University of Queensland
Outback Advisory Services
Key skills
Methods
Accreditations
With over a decade in client-facing roles, David ensures every interaction remains focused on the client’s objectives without bias.
David’s main focus is building trust and ensuring clients’ voices are heard. He delivers recommendations shaped by their needs, always providing clear communication and ethical support.
How our process works
Clarity at every stage is ensured, from your initial enquiry to final recommendations and ongoing support for your financial decisions.
Understanding your needs and situation
Your consultant discusses your goals, previous experiences, and present circumstances, aiming to build a clear foundation for future recommendations.
Relationship building
Establish trust and communication early
Open dialogue
All questions and preferences are discussed
Comprehensive market review
A tailored market review considers relevant analysis and current conditions, supporting the decisions and options provided to you.
Analysis provided
Clear summary of our research
Custom insights
Recommendations are based on context
Collaborative recommendation session
Recommendations are shared with you in a clear, easy-to-understand format. We encourage questions to ensure full understanding before any decision is made.
Personal session
Interactive and collaborative approach
Actionable steps
Next actions clearly defined together
Follow-up and ongoing access
We provide ongoing support through follow-up consultations as circumstances or questions arise, helping you adapt your financial approach.
Continued availability
Reach us for further questions
Flexible timing
Follow-up at your convenience
How we compare to others
Objective insight and personal attention set us apart from standard market options
We emphasise transparency, expertise, and true client focus—features you may not find elsewhere.
Our Consultation Team
Dedicated to client-focused, unbiased recommendations
General Providers
Generic, pre-set financial pathways offered
Personal attention
Uniquely tailored consultations for clients
Objectivity
Advice without ties to product providers
Market insight
Analytical reviews before every session
Ongoing support
Continued guidance as your needs evolve