Discover Our Unique Planning Methodology
Our process is designed to provide clarity, transparency, and confidence for every client. By focusing on open communication, tailored recommendations, and ongoing support, we ensure your needs and goals drive every step of our service.
Meet Our Team
Professional, qualified, and client-focused
Sarah Bennett
Senior Advisor
Master of Finance University of Sydney
Horizon Advisory
Key Skills
Methods
Awards
Delivered 60+ tailored solutions
Recognised for ethical standards
Certifications
Sarah brings a decade of experience and a client-first approach to every engagement. Her expertise lies in strategic planning and transparent communication.
Sarah leads the team in ensuring each client receives focused attention and tailored advice. Her commitment to integrity and ongoing support is highly valued by clients and peers alike.
James O'Connor
Client Advisor
Bachelor of Commerce Monash University
Bridgepoint Group
Key Skills
Methods
Awards
Consistent client satisfaction
Awarded for customer service
Certifications
James excels in building long-term relationships and delivering solutions aligned with client goals. He offers a detail-oriented, analytical approach.
James ensures that every client receives in-depth analysis and clear recommendations. His proactive communication style is instrumental in building trust and driving positive outcomes.
Priya Malhotra
Planning Specialist
Bachelor of Business RMIT University
Axis Advisory
Key Skills
Methods
Awards
Optimised planning processes
Recognised for quality improvement
Certifications
Priya is known for her expertise in process optimisation and adapting plans to changing needs. She is committed to quality and continuous improvement.
Priya takes pride in refining each stage of the client journey, ensuring processes remain efficient and transparent. Her focus on quality control benefits both clients and internal teams.
Daniel Wong
Solutions Advisor
Master of Applied Finance UNSW Sydney
Summit Solutions
Key Skills
Methods
Awards
Streamlined review processes
Commended for compliance focus
Certifications
Daniel combines a technical mindset with a strong focus on compliance. He helps clients understand complex processes in a clear, accessible way.
Daniel's technical expertise supports robust, compliant solutions for every client. He is dedicated to simplifying complexity and building confidence in each engagement.
Our Process for Financial Planning
Each step is designed to ensure clarity, transparency, and your ongoing confidence. We adapt our process to suit your unique requirements and evolving goals.
Discovery and Assessment
We start by listening to your needs and mapping out your objectives. Our team assesses your current situation to set a clear foundation for tailored recommendations.
This stage includes review of documentation and open discussion.
Strategic Recommendation
After assessment, we provide clear, actionable options. Our advice is transparent, with regular check-ins and opportunities for your feedback.
You receive a detailed summary of key findings and proposed next steps.
Implementation and Support
We coordinate all necessary steps, ensure compliance, and remain available for ongoing support and plan reviews.
Our support continues as your goals and circumstances change.
How We Compare
A transparent approach sets us apart