How our financial planning process works
Our approach combines analytical review, client input, and ongoing consultation to provide tailored solutions.
Sophie Kim
Lead Financial Consultant
Meet our team
Experts dedicated to your goals
Sophie Kim
Lead Consultant
Master of Finance Sydney University
10 years "Financial planning"
Wealth Solutions Group
Awarded best advisor
Published industry research
Sophie has a decade of experience advising clients on complex financial matters and is known for her open communication style.
James O'Neill
Senior Advisor
Bachelor of Commerce Melbourne University
12 years "Consultation services"
Finance Partners Ltd
Industry leadership award
Community outreach
James brings practical insight from 12 years in financial services, focusing on client education and integrity.
Priya Singh
Consultant
Master of Economics UNSW
7 years "Holistic planning"
Planwise Consulting
Client service recognition
Panel speaker events
Priya specialises in holistic planning, offering clear advice and support for clients at every stage of financial life.
Liam Chen
Financial Analyst
Bachelor of Finance Queensland University
5 years "Analysis and research"
Insight Analytics
Research publication
Top analyst award
Liam supports the team with analytical reviews and research, ensuring advice is grounded in up-to-date data.
Our step-by-step planning process
We guide you through a clear and collaborative journey to help address your financial needs.
Initial discovery meeting
We start by learning about your current circumstances, future goals, and any key concerns you may have.
This helps us understand what matters most to you.
Analytical situation review
Our team conducts a detailed review of your financial landscape to identify opportunities and challenges.
We use up-to-date data and proven analysis methods.
Personalised consultation session
We present clear, tailored recommendations and walk you through your available options.
You can ask questions and discuss any aspect in detail.
Ongoing support and follow-up
After your initial consultation, we provide ongoing guidance and adapt our advice as your needs change.
You have access to continuous support.
Compare our approach to others
| Feature | vuputalralnora | Provider A | Provider B |
|---|---|---|---|
| Personal consultations | |||
| Transparent communication | |||
| Comprehensive situation review | |||
| Ongoing support | |||
| Objective insights |