Our Consultation Methodology Explained
Discover the steps we follow to guide each client through the financial planning process. Our approach emphasizes clarity, transparency, and solutions suited to a diverse Australian audience, ensuring your experience remains collaborative and practical.
Meet the Team
Financial expertise and guidance
Natalie Turner
Senior Consultant
Education
Master of Applied Finance, University of Melbourne
Natalie has over a decade of experience delivering client-focused support in financial planning across Australia.
Experience
Skills
Methods
Awards
David Wang
Financial Planner
Education
Bachelor of Commerce, UNSW Sydney
David brings a broad background in providing transparent, analytical consultations for clients Australia-wide.
Experience
Skills
Methods
Awards
Alyssa Jensen
Consulting Associate
Education
Bachelor of Business, Curtin University
Alyssa is detail-oriented, delivering timely research and support for Australian clients undergoing the planning process.
Experience
Skills
Methods
Awards
Mark Evans
Process Analyst
Education
Graduate Diploma in Finance, Monash University
Mark focuses on streamlining processes and improving transparency for all our client consultations in Australia.
Experience
Skills
Methods
Awards
Steps in Our Financial Planning Approach
Explore our collaborative method that emphasises your needs, clear communication, and measurable outcomes throughout your journey with our team.
Initial Consultation Scheduled
We arrange a confidential session by phone or video, focused on learning about your goals and situation.
During this step, you and our consultant will discuss expectations, review objectives, and clarify the process structure. We encourage you to share any concerns so sessions can be tailored.
Review and Scenario Analysis
Our team reviews your information and analyses potential approaches suitable for your circumstances.
Your details are mapped into practical scenarios, allowing clear discussion about available options. You’ll receive a progress update and have the opportunity to ask further questions.
Feedback and Action Guide
We present findings and recommendations in a transparent, actionable format for your review.
Our consultant makes sure you understand every part of the review—highlighting options, their pros and cons, and key responsibilities for next steps. Adjustments can be made as needed.
Ongoing Client Support
We offer continued assistance and regular review sessions upon request, ensuring you have the support you need throughout.
At this stage, you may contact our team any time for clarifications, updates, or to revisit guidance as your circumstances evolve. We aim to provide accessible support and updates.
Steps in Our Financial Planning Approach
Explore our collaborative method that emphasises your needs, clear communication, and measurable outcomes throughout your journey with our team.
Compare Our Approach vs Others
See how zantheriolum stands apart with clear, client-focused solutions.