Learn more about our methodology
We take a structured approach to financial planning that emphasises clarity, transparency, and practical steps. Our consultations are tailored, prioritising analytical review and open discussion of challenges unique to each client.
Our specialist team
Advisors with experience and professionalism
Sarah Mitchell
Senior Consultant
Graduate Diploma Financial Planning University of Melbourne
National Finance Pty Ltd
Key skills
Methods
Accreditations
Sarah has over fifteen years' experience helping individuals navigate changing financial circumstances. She values integrity and brings a thoughtful, analytical process to every client discussion.
Sarah's clients appreciate her approachable style and dedication to transparent communication. She is recognised for balancing professionalism with practical perspective.
David Hooper
Lead Analyst
Bachelor of Business Finance Monash University
Melbourne Advisory Group
Key skills
Methods
Accreditations
David leverages a decade of analytical and consulting experience supporting Australians with significant financial decisions while maintaining a transparent process.
David is known for patient, in-depth reviews and for communicating complex ideas simply. Clients trust his commitment to unbiased guidance.
Amelia Lee
Client Advisor
Master of Applied Finance University of Sydney
Coastline Consultants
Key skills
Methods
Accreditations
Amelia supports clients facing transitional periods, focusing on customising approaches and explaining solutions in clear terms drawn from her broad advisory background.
Clients comment on Amelia’s attentive support through uncertain times. She strives to empower decision-making through tailored advice.
Ryan Singh
Planning Specialist
Bachelor of Commerce Australian National University
Central Financial Advisors
Key skills
Methods
Accreditations
Ryan combines analytical expertise with a collaborative approach to tackling logistical and practical aspects of financial consultations.
Ryan is valued for his thoroughness in addressing planning logistics and for reliably adapting advice to client situations.
How our consultation process works
Our process is clear and supportive, so each client receives step-by-step input focused on their individual needs and circumstances.
Introductory meeting and needs review
Begin with a one-on-one conversation to discuss your current circumstances and the challenges you wish to address.
Goal setting
Identify important financial goals for your consultation.
What we provide
We actively listen and help you articulate your needs, setting out your priorities as the core focus of our work together.
How we support
This step involves open-ended questions and context-gathering, ensuring all necessary information is on the table.
Tools and resources
Initial checklist, personal review questionnaire
Client outcomes
Clear statement of your main priorities and concerns
Analytical review of your options
We perform a structured analysis of your unique situation to highlight your possibilities and clarify available choices.
Goal setting
Provide a thorough review of relevant options.
What we provide
We examine details and map out the key factors, using experience and data to provide practical insights.
How we support
Our team reviews your circumstances in detail, focusing on context and transparency for you at each stage.
Tools and resources
Scenario analysis worksheets, comparative review forms
Client outcomes
Written summary of possible directions with analysis
Collaborative discussion and feedback
Talk through the reviewed options, receive unbiased feedback, and ask questions for deeper clarity.
Goal setting
Develop an actionable approach with confidence.
What we provide
We encourage open conversation, making space for your feedback and further questions to shape the next steps collaboratively.
How we support
This stage is built on two-way dialogue, respecting your ideas and fine-tuning recommendations as needed.
Tools and resources
Consultation notes, feedback forms
Client outcomes
Refined strategy outline and agreed next steps
Ongoing support and periodic check-ins
We provide additional support and revisit your plan when needed, making adjustments as situations evolve.
Goal setting
Maintain responsiveness as circumstances change.
What we provide
We remain available for periodic check-ins and questions, offering updated advice and insights when your needs shift.
How we support
By tracking progress and maintaining reliable contact, we help ensure your plan stays aligned with changing circumstances.
Tools and resources
Progress tracker, contact log, follow-up templates
Client outcomes
Periodic updates and responsive consultation
How our service compares to others
| Feature | lyricavento | Competitor A | Competitor B |
|---|---|---|---|
| Ethics-focused advice | |||
| Transparent process | |||
| Unbiased analytical review | |||
| Ongoing client support |