Our methodology for
planning
Discover how our client-centric approach combines personalised consultations, transparent communication, and local expertise to deliver effective financial planning solutions for Australians.
Meet our experienced consultants
Jordan Bennett
Lead Consultant
With over a decade in the industry, Jordan brings extensive knowledge of Australian financial regulations and a commitment to client-focused service.
Emily Harper
Senior Advisor
Emily’s strength lies in simplifying complex topics and providing clear, actionable guidance for both individuals and businesses.
Robert Chan
Client Advisor
Robert is valued for his practical perspective, supporting clients through evolving financial goals with transparency and integrity.
How our process works for you
Our step-by-step approach ensures clarity, transparency, and practical outcomes for each client.
Initial discovery session
We listen to your objectives and gather information to understand your needs and preferences.
Our goal
Clarify your current financial situation and objectives.
What we do
Conduct a thorough discussion to identify your goals, priorities, and any potential challenges relevant to your circumstances.
How we do it
Use structured questions and a supportive approach to ensure all concerns are addressed.
Our tools
Consultation checklist, needs assessment tools
Expected results
Summary of discussion and next steps
Analysis and review
Our team assesses your information and reviews possible approaches based on your needs.
Our goal
Identify suitable planning options for your circumstances.
What we do
Analyse the information provided, reference current regulations, and consider practical solutions tailored to your objectives.
How we do it
Collaborate internally to review findings and ensure recommendations are comprehensive and ethical.
Our tools
Internal review templates, regulatory resources
Expected results
Analysis report and initial recommendations
Personalised recommendations
We present tailored guidance, explaining the reasoning behind each suggestion and answering your questions.
Our goal
Provide clear, relevant recommendations to support your decisions.
What we do
Share findings, discuss each option’s pros and cons, and address your questions in detail.
How we do it
Conduct a follow-up meeting or call to ensure you understand all options and can make informed choices.
Our tools
Presentation slides, summary documents
Expected results
Personalised recommendations and documentation
Ongoing support and review
We encourage periodic check-ins and remain available for further questions, reviews, or updates as your needs change.
Our goal
Ensure your planning remains relevant and up-to-date.
What we do
Offer ongoing consultations, provide updates on regulatory changes, and review your situation as requested.
How we do it
Maintain open communication channels and schedule regular follow-ups based on your preferences.
Our tools
Communication logs, review schedules
Expected results
Ongoing guidance and updated support
How we compare to others
See the difference in our transparent, client-focused approach
Compare our methodology and service focus to traditional providers. We emphasise clear communication, practical advice, and ongoing support.
tanerevaeiaori approach
Personalised consultations and transparent guidance
Personalised consultations
Tailored to each client’s needs and situation
Ongoing support
Continuous access to guidance and reviews
Local expertise
Australian regulatory knowledge
Clear communication
Explains concepts in simple terms
Ethical standards
Strict principles and transparency
Traditional provider
Standardised options, less tailored service
Personalised consultations
Tailored to each client’s needs and situation
Ongoing support
Continuous access to guidance and reviews
Local expertise
Australian regulatory knowledge
Clear communication
Explains concepts in simple terms
Ethical standards
Strict principles and transparency