Our Consultation Methodology and Process
raquelothis employs a systematic consultation methodology designed to maximize insight while respecting your time and priorities. Our process combines structured analysis with flexible discussion, ensuring we address your specific concerns while maintaining comprehensive perspective. We believe effective consultations balance thoroughness with efficiency, providing actionable frameworks rather than overwhelming detail. Our approach emphasizes collaboration, viewing you as an active participant rather than passive recipient of advice.
Meet Our Team
Experienced professionals dedicated to your financial success
Michael Richardson
Senior Financial Advisor
Master of Commerce in Financial Planning University of Melbourne
Over 22 years "Comprehensive wealth strategy development"
Commonwealth Bank Financial Planning
Certified Financial Planner designation holder
Published author on Australian planning strategies
Guest lecturer at financial planning conferences
Michael brings comprehensive expertise in strategic financial planning and risk management. His analytical approach helps clients understand complex scenarios and develop robust strategies aligned with their objectives.
Jennifer Chen
Strategic Planning Consultant
Bachelor of Business in Financial Services Queensland University of Technology
18 years experience "Transition planning and scenario analysis"
AMP Financial Services
Specialist in pre-retirement planning strategies
Regular contributor to financial planning publications
Mentorship program for emerging advisors
Jennifer specializes in helping professionals navigate career transitions and major life changes. Her empathetic approach combines technical expertise with genuine understanding of client concerns and aspirations.
David Thompson
Tax Strategy Advisor
Master of Taxation and CPA University of New South Wales
20 years combined "Tax-efficient planning and compliance"
Ernst Young Advisory Services
Chartered Accountant with taxation specialty
Expert in superannuation and trust structures
Speaker at professional tax seminars
David's background in taxation and accounting provides clients with valuable insights into the tax implications of financial decisions. His expertise helps optimize strategies within Australian regulatory frameworks.
Sarah Patterson
Client Services Manager
Bachelor of Business Administration Monash University
12 years service "Client relationship management systems"
Macquarie Group Client Services
Developed streamlined consultation scheduling system
Maintained excellent client satisfaction ratings
Implemented comprehensive follow-up protocols
Sarah ensures every client receives exceptional service throughout their consultation experience. Her organizational skills and client focus create seamless processes that maximize value and minimize administrative burden.
Our Consultation Process
A structured approach that delivers comprehensive insights while respecting your time and maintaining focus on your priorities
Initial Contact and Scheduling
Your journey begins with a brief conversation where we learn about your situation and objectives. We gather basic information about your circumstances and schedule your consultation at a convenient time. Our team sends preparation materials outlining what documentation to bring and questions to consider before your appointment.
Simple online scheduling system with calendar integration
Comprehensive Discovery Session
During your consultation, we conduct a thorough review of your financial position, goals, concerns, and constraints. We ask detailed questions to understand not just numbers but context, including life plans, risk tolerance, and values that should inform strategy. This dialogue-based approach ensures we grasp the complete picture rather than superficial details.
Interactive discussion with documentation review and analysis
Strategic Analysis and Framework Development
Following our discussion, we analyze your situation using our comprehensive methodology. We identify opportunities, potential vulnerabilities, and strategic options aligned with your objectives. This analysis considers tax implications, risk factors, timeline constraints, and trade-offs between various approaches. We develop customized frameworks rather than generic recommendations.
Detailed analysis using professional planning tools and methods
Presentation of Findings and Recommendations
We schedule a follow-up session to present our analysis and discuss strategic recommendations. This presentation explains our reasoning, outlines various options, and addresses questions you raise. We ensure you understand not just what we recommend but why these strategies align with your circumstances and how to implement them effectively.
Detailed presentation with written documentation provided
Implementation Support and Ongoing Access
After receiving recommendations, you decide how to proceed. We provide implementation guidance for clients executing strategies independently and offer ongoing advisory services for those seeking continued support. Regardless of your choice, we remain available for questions as you move forward with your financial planning journey.
Flexible options from standalone consultation to ongoing advisory relationship
raquelothis Versus Traditional Approaches
Understanding what makes our consultation methodology different from conventional financial advisory services