Our Methodology for Your Confidence

Transparent and ethical financial planning in Australia

Discover how our structured approach and focus on compliance with Australian regulations deliver reliable support tailored to your needs.

Meet Our Accredited Consultants

A team of qualified financial planning professionals accredited in Australia

Nathan Edwards

Nathan Edwards

Senior Financial Consultant

Master of Financial Planning Sydney University

15 years total "retirement planning"

Guardian Advisory Group

Certifications:

Certified Financial Planner (CFP) Diploma of Financial Services

Methods:

Needs-based analysis Scenario analysis Regulatory compliance checks Risk assessment Personalised consultation process

Core skills:

Regulatory expertise Detailed analysis Client communication Market insight

Achievements:

Award for service excellence

Client retention leader

Keynote at industry events

Development of compliance tools

Nathan brings in-depth knowledge of the Australian market and regulatory framework.

Kimberley Chan

Kimberley Chan

Consultant, Risk & Compliance

Bachelor of Commerce Melbourne University

10 years total "compliance & regulation"

Integra Wealth

Certifications:

RG146 Compliance Certificate Diploma of Financial Planning

Methods:

Compliance gap analysis Personal needs analysis Multi-factor review Ongoing standards auditing Process improvement consultation

Key skills:

Compliance focus Risk evaluation Clear advisement Client support

Achievements:

Regulatory audit success

Risk workshop developer

High client satisfaction

Mentor to new advisors

Kimberley specialises in compliance, risk assessment, and transparent advisory practices.

Grant Foster

Grant Foster

Consultant, Process & Strategy

Master of Finance Queensland University

12 years total "process strategy"

Stratus Advisory

Certifications:

Lean Six Sigma Certification Diploma of Project Management

Methods:

Stakeholder analysis Project milestone planning Regulatory alignment review Performance metrics Process refinement

Key skills:

Project execution Analytical thinking Regulatory adherence Solution design

Achievements:

Successful project launches

Efficiency awards

Process improvements

Client appreciation awards

Grant offers structured project management and tailored strategy implementation expertise.

Rachel O'Connor

Rachel O'Connor

Client Services Consultant

Graduate Diploma of Financial Planning University of Adelaide

6 years total "client support"

Eastside Advisers

Certifications:

Certificate IV in Finance Diploma of Business

Methods:

Client onboarding process Support escalation management Document management protocols Feedback-driven improvement Service review scheduling

Key skills:

Client focus Service communication Process upkeep Empathy

Achievements:

Recognition for support quality

Positive feedback leader

Client engagement improvement

Team spirit award

Rachel ensures every client receives clear, consistent support from first inquiry to ongoing consultations.

Our Client-Focused Process

1

Needs Assessment

We begin with a confidential review of your goals and situation, listening to your perspective.

2

Personalised Solution

Based on your input and regulatory guidelines, we develop tailored solutions, sharing options clearly.

3

Transparent Discussion

We provide a detailed explanation of all terms, potential fees, and relevant standards for informed choice.

4

Ongoing Engagement

Our team maintains support through regular reviews and open channels for further questions.

Visual process map with consultants

How Our Approach Compares to Others

Feature Our Service Competitor A Competitor B
Regulatory compliance checks
Personalised solutions
Transparent fee disclosure
Ongoing communication