How our consultation process works
What to expect next
Our transparent service begins with an introductory discussion to learn about your financial circumstances and priorities. We perform a carefully structured review to ensure your needs are fully considered, followed by analytical evaluation and personalised recommendations. You will have time to ask questions before any summary is provided, and ongoing support is offered for additional clarity.
Meet our financial advisors
Experienced professionals delivering independent recommendations
Rebecca Shaw
Senior Advisor
Core strengths
Rebecca brings over fifteen years advising Australians with a focus on transparency and approachability.
Dominic Price
Consultation Specialist
Key focus
Dominic’s background in finance informs his commitment to jargon-free, client-first recommendations.
Sonia McMahon
Client Services Lead
Client focus
Sonia ensures every client’s priorities remain central, with confidential guidance at all times.
Liam Chen
Data Analyst
Analysis areas
Liam’s analytical skills support fact-based recommendations and adherence to best practices.
A seamless consultation experience
Step-by-step transparency ensures your peace of mind
Initial discovery meeting
We begin with a conversation to understand your goals and unique financial context, ensuring our review is relevant for you.
Bring any background documents that illustrate your needs.
Analytical review of situation
Our team performs a detailed analysis of your current approach and objectives, referencing available data and regulatory standards.
Your information is handled confidentially at every stage.
Personalised recommendation summary
You receive clear, actionable recommendations tailored to your circumstances, explained step-by-step for your understanding.
Ask any questions until you feel confident in your options.
Ongoing client support options
After your session, our team remains available for further dialogue and clarification as your needs or questions evolve.
Schedule additional support sessions at your discretion.
Comparing our approach
Understand how our process is structured differently
rivenothira
Transparent, tailored reviews
Australian regulatory focus
Aligned with local compliance standards.
Thorough, personal review
Every client receives individual analysis.
Objective recommendations
No product-driven bias or commission.
Follow-up meeting option
Ability to request extra discussion sessions.
Generic Advisor
Basic template approach
Australian regulatory focus
Aligned with local compliance standards.
Thorough, personal review
Every client receives individual analysis.
Objective recommendations
No product-driven bias or commission.
Follow-up meeting option
Ability to request extra discussion sessions.
Automated Service
Standard recommendations only
Australian regulatory focus
Aligned with local compliance standards.
Thorough, personal review
Every client receives individual analysis.
Objective recommendations
No product-driven bias or commission.
Follow-up meeting option
Ability to request extra discussion sessions.