Our approach

Our consultation methodology explained

Our consultation process is built on openness, impartial analysis, and ongoing communication. Each step ensures you fully understand your options, risks, and the reasoning behind every recommendation. Past performance does not guarantee future results.

Meet our advisor team

Our consultants have extensive experience across financial analysis, consultation, and ethical practices in Australia

Martin Evans

Martin Evans

Senior Financial Advisor

Master of Applied Finance University of Sydney

Independent recommendations

Horizon Insights Group

Certifications:

Certified Financial Planner Ethical Advice Specialist

Methodologies:

Strategic planning frameworks Ongoing consultation model Objective risk analysis Compliance-first reviews Client-priority outcomes

Key skills:

Analytical thinking Client communication Market evaluation Regulatory knowledge

Experienced in analytical reviews with a focus on transparent consultations.

Priya Kaur

Priya Kaur

Consultant, Financial Planning

Graduate Diploma of Finance Monash University

Personalised client service

Visionary Advisors

Certifications:

RG146 Compliance Certified Member, FAAA

Approaches used:

Client goal mapping Ethical review process Clear reporting style Collaborative planning Continuous learning

Top skills:

Listening Report writing Australian compliance Problem solving

Focuses on client needs and clear communication throughout every consultation.

Leon Wu

Leon Wu

Financial Consultant

Bachelor of Business RMIT University

Consultation for businesses

Insightful Directions Pty Ltd

Certifications:

Diploma of Financial Planning Accredited Risk Adviser

Consultation methods:

Risk tolerance assessment Objective consultations Data-driven analysis Transparent process Client education sessions Ongoing support

Key strengths:

Scenario planning Market research Client focus Detail orientation

Known for unbiased recommendations and responsive communication, Leon supports business clients and individuals alike.

Alana Foster

Alana Foster

Client Relationship Manager

Bachelor of Commerce University of Queensland

Client service management

Direct Path Advisors

Certifications:

Customer Service Excellence Professional Practice Certificate

Service methods:

Client onboarding protocols Feedback-driven improvement Issue resolution Information transparency Proactive updates

Focus areas:

Empathy Process management Client communication Attention to detail

Ensures excellent support and smooth experiences for every client interaction.

How our process works for you

We start with an initial conversation, gather details to clarify your needs, and present impartial analyses tailored to your situation. Ongoing support and updates round out the process. Every stage is conducted with your understanding and privacy in mind.

Financial advisor sharing the step-by-step process with client

Initial consultation and goal setting

Collection of key details and context

Independent review and analysis

Presentation of tailored options

Ongoing support and follow-up

How we differ from others

Features Our service Online portals Traditional advisors
Impartial consultation process Yes No Partial
No commissions or product bias Yes No Partial
Client-focused recommendations Yes No Partial
Ongoing personalised support Yes Limited Partial
Emphasis on transparency and privacy Yes Partial Partial