Our Financial Planning Methodology
Structured Consultation Steps
We follow a carefully designed, step-by-step methodology to ensure every client receives transparent, practical, and personalised service. Each consultation is focused on understanding your needs, clarifying objectives, and outlining actionable recommendations for informed decision-making.
Trusted Advisory Team
Dedicated to Your Financial Journey
Jessica Taylor
Senior Financial Advisor
Bachelor of Commerce University of Sydney
Personal consulting
Horizon Advisory Group
Jessica has over 14 years in personal finance advisory, helping clients navigate complex planning scenarios.
Tim Fraser
Financial Consultant
Master of Applied Finance Monash University
Goal review and planning
ClearSolutions Pty Ltd
Tim’s experience spans a decade in the industry. He believes in detailed analysis and open client communication.
Sophie Chua
Consulting Associate
Diploma of Financial Planning RMIT University
Structured client support
Canberra Advisory Hub
Sophie excels at supporting clients through plan reviews and ongoing financial consultation support.
Mark Ivanov
Client Liaison
Bachelor of Business Queensland University
Client interaction
Hamilton Partners
Mark ensures all clients enjoy a seamless, respectful experience and clear communication during consultations.
Our Consultation Process
A guided, step-by-step process ensures your needs remain at the centre, every stage of the way.
Initial Discovery Meeting
Begin with a confidential discussion to better understand your circumstances, clarify your concerns, and explore available options with your advisor.
No preparation required for the first meeting.
Personalised Review and Analysis
Your advisor reviews relevant documents and information, then outlines a clear, transparent summary of findings tailored to your needs.
We provide recommendations in plain language.
Action Plan and Ongoing Guidance
You receive a structured set of suggested next steps and are welcomed to ongoing support, ensuring you remain informed and confident as your situation evolves.
We are always available for continuing assistance.
How Our Approach Compares
| Features | Initial Consultation | Comprehensive Review | Continuous Guidance |
|---|---|---|---|
| Basic needs assessment consultation | Yes | Yes | Yes |
| Personalised review and summary | No | Yes | Yes |
| Regular follow-up consultations | No | No | Yes |
| Specialist referral coordination | No | Yes | Yes |