Discover our transparent planning process
Our approach emphasises step-by-step consultations, clear communication, and ongoing review. We build every plan around your objectives, ensuring transparency and adaptability throughout the process. No educational products or investment recommendations are provided.
Meet our experts
Experienced, client-focused advisors
Samantha Lee
Senior Advisor
Master of Finance University of Sydney
Sydney Financial Group
Key skills
Methods
Awards
Awarded best client service
Recognised for ethical standards
Certifications
With over 12 years in the finance sector, Samantha brings a client-first mindset and comprehensive planning knowledge to every engagement.
Samantha is dedicated to helping clients understand their options and supporting them through every stage of the planning process. Her focus on transparency and communication ensures clients feel confident and informed.
Michael Evans
Lead Consultant
Bachelor of Commerce Monash University
Melbourne Advisory
Key skills
Methods
Awards
Client trust award
Team leadership recognition
Certifications
Michael’s 15 years of experience in advisory roles make him an asset to clients seeking reliable, practical guidance for their unique situations.
Michael is known for his clear, step-by-step guidance and ability to adapt plans as client needs evolve. He values building trust and providing ongoing support that empowers clients to make informed decisions.
Priya Patel
Consultant
Bachelor of Business University of Melbourne
Brisbane Advisory Services
Key skills
Methods
Awards
Nominated for new advisor award
Local finance community leader
Certifications
Priya combines her background in finance with a passion for helping individuals make sense of complex decisions, always putting client wellbeing at the forefront.
Priya’s approach is highly collaborative, ensuring clients feel heard and supported. She makes complex information accessible, guiding clients with patience and empathy throughout every stage.
Liam O’Connor
Associate Advisor
Bachelor of Economics University of Queensland
Perth Financial Advisory
Key skills
Methods
Awards
Client satisfaction commendation
Team contribution award
Certifications
Liam is committed to transparency and professionalism, supporting clients with practical solutions and reliable communication every step of the way.
Liam values building strong client relationships and ensuring every recommendation is transparent and well-explained. He supports clients with patience and a commitment to ethical service.
Our client-focused process
Samantha Lee
Senior Advisor
"Every client’s journey is unique. Our process is designed to provide clarity, transparency, and step-by-step support, so you always know what to expect and can make decisions confidently."
Day 1-2
Initial assessment
We begin by discussing your objectives, gathering key information, and understanding your priorities for the consultation.
Day 3-5
Proposal & review
Our advisors prepare and review personalised recommendations, outlining all relevant terms and responding to your questions.
Day 6-7
Decision support
You receive structured support to help you evaluate options, with full transparency around any proposed next steps.
Ongoing
Review & support
We offer regular review sessions and remain available for support as your needs evolve over time.
Why choose haroserquoruloovio
See how our approach stands out