Our Consultation Methodology Explained
A process designed to support confident decision making
Every consultation is shaped to your needs—never one-size-fits-all. We create a safe space for open discussion, clear explanations, and collaborative planning. From your first session, you can expect a professional approach tailored to your circumstances.
Meet Our Financial Specialists
Andrew Lawton
Lead Advisor
Andrew brings over a decade of experience navigating changing financial environments in Australia. With strengths in analytical review and ethical consultation, he helps clients feel at ease and encourages open dialogue in every session.
Melissa Tang
Senior Specialist
Melissa’s expertise spans a range of financial markets and personal consultation. Her approach is focused on clarity, listening, and offering practical advice tailored to each individual’s interests and goals.
Stephen Moore
Consultation Partner
Stephen is valued for his approachable style and transparency. He thrives in collaborative sessions, providing honest reviews and practical support for clients exploring fresh directions in their financial planning.
How Our Process Works
We believe in a process that supports both comfort and clarity, making each consultation unique to your needs. Our structured method is dynamic and evolves with you.
Initial Understanding and Discovery
We begin by learning about your circumstances, interests, and questions. This ensures our support is meaningful from the start.
All information is handled with the strictest confidentiality, and every session is designed to move at your pace.
Analytical Review of Possibilities
We use transparent methods to explore viable options in current and emerging markets, focused on your goals.
Discussion avoids aggressive investment terms, and every recommendation is presented objectively and with clarity.
Clear Discussion of Risks and Benefits
You receive straightforward explanations about market conditions and potential risks before any recommendations are offered.
Our aim is full transparency, helping you understand likely scenarios so you can make informed decisions.
Ongoing Support and Follow-Up
Your feedback drives each next step. Availability for clarification, new sessions, or adjustments continues after the initial consultation.
Our team remains committed to your satisfaction and welcomes any questions or concerns during your journey.
Why Choose Us?
See why our approach to recommendations makes a difference
corisaphyra
Personal consultations only
Tailored to You
Each session is unique and personalised
Unbiased Consultation
Guidance free from third-party influence
Transparent Process
Clear, open communication always
Confidential Support
Your privacy is carefully respected
Standard Firm
General advice format
Tailored to You
Each session is unique and personalised
Unbiased Consultation
Guidance free from third-party influence
Transparent Process
Clear, open communication always
Confidential Support
Your privacy is carefully respected
Boutique Group
Fixed consultation plans
Tailored to You
Each session is unique and personalised
Unbiased Consultation
Guidance free from third-party influence
Transparent Process
Clear, open communication always
Confidential Support
Your privacy is carefully respected