How our approach works for you
Explore our step-by-step process for practical financial planning. Our methods are clear, research-backed, and designed to fit your unique circumstances and objectives.
Meet our team
Dedicated experts with proven experience
Rachel Greene
Lead Consultant
Master of Business Administration University of Sydney
FinPlan Associates
Key skills
Methods
Achievements
Developed client-focused frameworks
Awarded for outstanding service
Certifications
Rachel brings deep expertise in strategic planning and client relationship management, guiding clients with clarity and care.
Rachel’s approach centres on understanding each client’s unique objectives and building trust through transparency and ongoing support. Her commitment to clear communication ensures clients feel informed and engaged throughout their planning journey.
James Lee
Senior Analyst
Bachelor of Commerce Monash University
Insight Advisors
Key skills
Methods
Achievements
Delivered over 100 project reviews
Recognised for analytical excellence
Certifications
James specialises in detailed market reviews and analytical support for both individuals and businesses.
James’s role involves providing clients with clear, data-driven insights into market trends and options. His focus on thorough analysis and transparent reporting helps clients understand their choices and feel confident in their planning decisions.
Priya Singh
Client Support Specialist
Bachelor of Business RMIT University
Unity Solutions
Key skills
Methods
Achievements
Established client support systems
Praised for responsiveness
Certifications
Priya ensures that clients receive timely assistance and follow-up, making the planning process accessible and smooth.
Priya’s dedication to client care means every enquiry is handled promptly and thoroughly. Her strengths in communication and process coordination ensure that clients feel supported at every stage of the planning journey.
Ethan Ward
Process Coordinator
Diploma of Business Administration Griffith University
Planwise Partners
Key skills
Methods
Achievements
Streamlined team operations
Improved client scheduling
Certifications
Ethan manages the logistical side of consultations, ensuring smooth scheduling and reliable communication.
Ethan’s organisational abilities help keep the client experience seamless and efficient. By managing logistics and communication, he ensures that clients and the team are always in sync throughout the planning process.
Our planning process
Simple steps for practical outcomes
Initial consultation
Discuss your goals and circumstances in a confidential, one-on-one meeting.
Analytical review
Our team examines market context and relevant planning options for you.
Recommendation session
We present research-backed options and discuss next steps clearly.
Ongoing support
Continued assistance as your needs and goals develop over time.
Comparing our solutions
| Features | Personal Support | Business Planning | Consultation Only |
|---|---|---|---|
| Tailored initial consultations | Included | Included | Included |
| Follow-up support sessions | Yes | Yes | No |
| Analytical market reviews | Yes | Yes | Yes |
| Flexible scheduling options | Yes | Yes | Yes |