Our client-first consultation methodology
Our process centres on transparency, impartiality, and practical action. We prioritise listening to your needs, helping you understand resource allocation through professional conversations, analytical reviews, and value-driven support every step of the way.
Meet our team
Experienced, value-focused consultants
Sophie Caldwell
Senior Consultant
Master of Commerce University of Sydney
Independent Advisory Group
Key skills
Methods
Certificates
Over ten years guiding clients through unbiased, values-based decision making for resource allocation.
Sophie’s empathetic style supports clients in clarifying their principles and goals, building confidence through transparent, structured support.
James Liu
Consultant
Graduate Diploma Finance RMIT University
Consultwise Partners
Key skills
Methods
Certificates
Brings forward-thinking approaches to every session, helping clients make value-based resource choices confidently.
James helps clients shine a light on habits and actions, using a modern review process that respects each person’s direction and pace.
Amelia Evans
Consultant
Bachelor of Business Monash University
Balanced Pathways
Key skills
Methods
Certificates
Dedicated to providing practical, impartial guidance based on client values and transparent reasoning.
Amelia supports clients in forming healthier financial habits, empowering them to align actions with personal values and practical priorities.
Eleanor Smith
Junior Consultant
Bachelor of Commerce University of Melbourne
Pinnacle Advisory
Key skills
Methods
Certificates
Skilled at supporting clients new to analytical reviews, Eleanor ensures each experience is approachable.
Eleanor is approachable and explains each step clearly, making consultations easy for those seeking value-based support for the first time.
Transparent, client-focused process steps
From our first conversation, you can expect clarity, transparency, and support at every stage. We help you feel confident in each decision with our step-by-step, discussion-driven approach.
Initial values conversation
We start with an open, supportive conversation to understand your principles and immediate needs, laying the groundwork for a tailored approach.
Your voice drives the discussion, ensuring we fully grasp your aims before making suggestions.
Analytical review and feedback
An unbiased and structured review highlights current habits, unlocking actionable insights to align resource use with your goals.
Receive practical, context-specific recommendations based on your evolving priorities.
Empowered implementation support
We walk with you as you implement adjustments, offering ongoing guidance as your needs change.
Support is always personalised, focusing on sustainable, values-first actions.
How we compare
See how our modern consultation stands out
Xorinliamora
Empathetic, value-focused advice
Value-first focus
Prioritises your unique principles
Confidential support
Ensures client privacy always
Unbiased opinions
No products or complex jargon
Actionable insights
Clarifies decision direction
Standard Advisory
Template-based consultation
Value-first focus
Prioritises your unique principles
Confidential support
Ensures client privacy always
Unbiased opinions
No products or complex jargon
Actionable insights
Clarifies decision direction
Generic Advisors
Pre-packaged suggestions only
Value-first focus
Prioritises your unique principles
Confidential support
Ensures client privacy always
Unbiased opinions
No products or complex jargon
Actionable insights
Clarifies decision direction