How our financial planning process works for you
Our approach brings together personal conversations, up-to-date knowledge, and a deep understanding of your individual circumstances.
Amy Bevan
Senior Financial Advisor
Meet our team
A passionate, helpful group committed to your experience.
Amy Bevan
Senior Advisor
Core Skills
Amy is known for her thoughtful listening and for making complex topics accessible.
Rajesh Prasad
Client Liaison
Key Strengths
Rajesh ensures all clients feel comfortable and informed throughout their journey.
Jessica Warren
Compliance Specialist
Competencies
Jessica manages processes with accuracy and upholds ethical standards in every consultation.
Tommy Nguyen
Service Coordinator
Expertise
Tommy brings enthusiasm and efficiency, making every client feel valued.
Our consultation process
We guide you through a transparent, easy-to-follow journey from first contact to ongoing support.
Initial Consultation & Discovery
We begin with a warm conversation, listening to your circumstances and goals. Your priorities become the foundation of our approach.
Open Conversation
You share your needs, we listen carefully.
Goal Setting
Establishing clear direction together.
Custom Approach and Planning
Guidance is shaped around your feedback. Actionable steps are presented, reflecting your unique situation and preferences.
Personalised Ideas
Tailored to your life stage and comfort.
Action Steps
Clear recommendations, no jargon.
Ongoing Support and Adjustments
As life changes, we provide follow-up and flexible service. You receive timely updates and proactive outreach.
Proactive Review
Staying current with your life
Accessible Help
Support when you need guidance
Long-term Relationship Building
We aim for trust and reassurance through consistent care, ensuring you feel confident navigating your financial journey.
Relationship Focus
Valuing client well-being always
Consistency
Reliable check-ins and reviews.
How we compare
What makes coryndalith different?