How We Work Together
Our consultation is practical, neutral, and values-based.
Our methodology centers on open discussion and structured reflection to help you connect financial actions with personal values. We do not promote or benefit from product sales. Through unbiased analytical review and collaborative planning, you gain clarity, confidence, and greater control over your resources.
Meet Our Advisors
Dedicated to your financial wellbeing
Sophie Marshall
Senior Advisor
Master of Commerce University of Sydney
Resource Allocation
Blue Horizon Group
Sophie brings ten years of experience supporting clients in values-driven financial planning. She values listening and providing clear, objective perspectives.
Liam Zhang
Senior Consultant
Bachelor of Business Administration Monash University
Financial Reflection
Insight Bridge
Liam’s background in analytical review and client support makes him skilled at uncovering patterns in spending decisions. He encourages collaborative problem-solving.
Nicole Evans
Client Liaison
Bachelor of Communication University of Queensland
Client Support
Pathfinder Advisory
Nicole ensures each session is supportive and seamless. Her empathetic, respectful approach makes clients feel understood and comfortable throughout the process.
Marcus Reed
Analytical Specialist
Master of Applied Finance UNSW Sydney
Analytical Review
Evergreen Advisors
Marcus excels in evidence-based analysis and finding practical solutions. With a keen focus on client goals, he helps translate big ideas into actionable steps.
Three Steps to Values-Based Planning
We guide every client through a structured conversation to help allocate resources clearly and purposefully.
Clarifying Priorities Together
We begin with an open conversation about your life, values, and day-to-day resource use. This step helps us jointly understand your unique needs and circumstances.
You share your perspective while we listen and ask questions to clarify intentions and ambitions.
Analytical Review of Spending Habits
Together, we explore actual resource distribution and uncover trends. Rather than promoting set programs, our conversation aims to reveal helpful insights.
We examine your patterns in a judgement-free environment, focusing on transparency and factual analysis.
Practical Recommendations Session
You receive logical, unbiased advice on making small changes that reflect your values. Each suggestion is tailored and collaborative, with no product sales or commitments.
Feel supported as we co-create action steps in line with your goals and lifestyle.
Our Process vs. Other Approaches
| Service Aspect | Our Service | Competitor 1 | Competitor 2 |
|---|---|---|---|
| Value-driven, neutral sessions | |||
| No product promotion, no sales | |||
| Confidential, respectful process | |||
| Tailored recommendations only |