Our Consultative Approach

How we deliver value through professional financial planning

Our process emphasizes tailored consultations, transparency on charges, and client-focused service built on compliance and reliability.

Meet Our Planning Professionals

Experience, regulatory knowledge, and service you can count on

Sophie Miller

Sophie Miller

Senior Consultant

Master of Finance University of Sydney

Ten years "Australian regulations"

NextPlan Consulting

Certifications:

Certified Financial Planner ASIC Regulatory Training

Methods:

Individualized goal assessment Transparent disclosure protocol Ongoing client evaluation Australian regulatory alignment Clear terms communication Actionable reporting Fee and APR explanation

Key skills:

Market analysis Fee transparency Client relationship Regulatory compliance

Achievements:

Implemented disclosure guidelines

Consistent 96% client satisfaction

Led compliance project

Recognized for clarity in consultations

A decade of financial consulting experience, leading compliance initiatives.

Daniel Nguyen

Daniel Nguyen

Consultant

Bachelor of Commerce UNSW Sydney

Seven years "Fee transparency"

Morgan Finance

Certifications:

RG146 Compliance Consultation Ethics Certificate

Methods:

Personal consultation sessions Transparent fees communication Compliance-first approach Structured progress review Regular client feedback

Key skills:

Client analysis Information delivery Problem solving Australian standards

Achievements:

Launched feedback system

Positive client testimonials

Continuous compliance

Delivered over 150 consultations

Experienced in financial consultations with detailed market understanding.

Rachel Thomas

Rachel Thomas

Client Services Manager

Graduate Diploma Finance Macquarie University

Eight years "Client communication"

Sydney Planning Group

Certifications:

Client Support Certificate Ethical Practice Certification

Methods:

Active client engagement Clarity in term explanation Service feedback reviews Ongoing support protocol Market needs response

Key skills:

Communication Clarity in terms Client retention Problem resolution

Achievements:

Improved client retention

Streamlined support response

Positive feedback awards

Recognized communication excellence

Specialist in client communication and transparent term explanations.

Adam Johnson

Adam Johnson

Financial Planning Associate

Bachelor of Business RMIT University

Four years "Compliance support"

Brisbane Strategy Group

Certifications:

ASIC Accreditation Client Assistance Award

Methods:

Supportive reviews Fee information delivery Client follow-up method Update notifications Ethical standards adherence

Key skills:

Support follow-up Ethical consultation Client updates Knowledge sharing

Achievements:

Successfully assisted major projects

Maintained record compliance

Positive team collaboration

Enhanced client feedback

Brings fresh perspective and commitment to compliance in every client meeting.

Our Financial Planning Methodology

Guiding you with transparent, value-focused steps from initial consultation to long-term support

Step 1: First Contact

Initial Consultation Review

We clarify your objectives, discuss applicable APR rates, fees, and terms, and explain our process.

100%

Transparency rating

1

Day to reply

Step 2: In-Depth Analysis

Personalized Plan Development

Your consultant develops actionable recommendations based on detailed market analysis and your requirements.

2

Consultants involved

350

Clients supported

Step 3: Solution Delivery

Implementation and Review

We deliver a written summary of recommended solutions, terms, and relevant fee disclosures before proceeding.

96%

Client satisfaction

350

Completed plans

Step 4: Ongoing Support

Regular Progress Updates

Periodic reviews, responsive adjustments, and support are provided. Results may vary with individual market conditions.

100%

Support access

22

Team members

Our Value Comparison

What sets us apart in financial planning

Feature
zafirotentula
Others
Transparent APR & Fees
Australian Compliance Focus
Ongoing Support
Actionable Advice
Upfront Disclosure