Our Approach to Financial Recommendations
We combine analytical reviews with personal consultations to provide objective, clear recommendations. Our aim is to clarify options—not to promote specific products—for Australians seeking confidence in financial decisions.
Meet Our Consultants
Experienced professionals committed to integrity
Sarah Blackwell
Senior Consultant
Master of Applied Finance University of Sydney
Macquarie Partners Group
Key Skills
Methods
Certifications
Brings 15 years of experience in finance review and personal consultations with a client-first attitude.
Sarah prioritises transparency and neutrality, ensuring recommendations are unbiased and focused on the client. Her experience supports clients making informed decisions without product promotion.
Michael Turner
Consultation Lead
Bachelor of Business Administration Deakin University
Finconsult Advisors
Key Skills
Methods
Certifications
With over a decade in analytical reviews, Michael maintains an unbiased, client-focused approach in each session.
Michael’s ethos is centred on clarity and thoroughness. He ensures each consultation respects privacy and produces clear, objective written reports, never promoting any individual financial services.
Priya Das
Consultant
Graduate Diploma in Finance UNSW Sydney
Harbourview Consulting
Key Skills
Methods
Certifications
Dedicated to fostering client confidence through transparent, fact-based recommendations and open dialogue.
Priya is committed to empowering clients with honest, clear recommendations. She pays attention to every detail and ensures all guidance is personalised, objective, and approachable.
Liam O’Connor
Associate Consultant
Bachelor of Commerce Monash University
Eastmark Consulting
Key Skills
Methods
Certifications
Focused on actionable, unbiased financial summaries for a diverse Australian clientele.
Liam contributes clear, unbiased summaries for each session, supporting decisions with factual observations rather than promoting specific solutions or products.
Step-by-Step Consultation Process
Understand how our methodology guides every aspect of your review
Initial Discussion and Information Gathering
Begin with a confidential meeting to share your goals and questions with our consultant.
We respect your privacy and only collect details necessary for your consultation.
Comprehensive Analytical Review
Our team assesses your financial situation using evidence-based review methods.
No product promotion—purely objective and focused on your circumstances.
Personal Consultation Session
You receive a clear, jargon-free summary and have an open discussion about findings.
Recommendations address your specific situation and preferences.
Written Report and Next Steps
A detailed written summary, tailored to you, is provided after the session.
We outline possible next actions while respecting your right to decide independently.
How We Compare in Consultation
See why our approach is user-focused and unbiased for all Australians