Our structured review process explained
We believe every client deserves a comprehensive, unbiased approach when seeking financial recommendations. Our methodology begins with an in-depth assessment of your objectives and preferences, ensuring all advice is relevant to your needs. Each session is built around clear communication and transparency, utilising independent market analysis and current Australian regulations. By focusing on open dialogue and practical solutions, we empower you with informed perspectives for responsible decision making. Past performance does not guarantee future results. Results may vary.
Meet our advisors
Skilled professionals with regulatory expertise
Alicia Harper
Senior Advisor
Master of Finance University of Sydney
BlueWave Advisors
Key strengths
Approaches
Credentials
Brings two decades of market analysis and client-focused consultations in Australia.
Alicia leads with objectivity and ensures every client session is built on clear, jargon-free recommendations tailored to the Australian regulatory environment.
David Lin
Advisory Specialist
Bachelor of Commerce University of Melbourne
SageBridge Group
Key strengths
Approaches
Credentials
Focuses on regulatory guidance, bringing a depth of experience supporting individual and business clients.
David brings strong knowledge of legislative frameworks, ensuring advice is always within compliance. His sessions are known for practical explanations and approachable support.
Emma Lloyd
Client Relationship Manager
Bachelor of Business Administration RMIT University
Vista Financial
Key strengths
Approaches
Credentials
Manages ongoing communication and ensures all client queries are addressed in a timely and professional way.
Emma focuses on maintaining clear, ongoing client relationships, addressing concerns promptly and providing supportive guidance from initial contact to ongoing sessions.
Liam Turner
Research Lead
Master of Applied Finance University of Queensland
Harbour Advisors
Key strengths
Approaches
Credentials
Leads research and information analysis to support unbiased reviews and evidence-based recommendations.
Liam ensures robust, data-driven support for every consultation. His analytical work forms the backbone of the team’s transparent and responsible advisory approach.
Staged advisory methodology
Learn how we tailor every session to accurately reflect your needs and market context
Initial needs assessment
Our advisory process starts with a confidential discussion to understand your objectives, preferences, and any potential constraints. We lay the foundation for objective analysis by recording relevant information and ensuring you feel comfortable sharing your goals.
This phase is private and judgment-free to encourage complete openness.
Contextual market analysis
We examine current market dynamics, focusing on your preferred areas and any relevant changes. This ensures our recommendations are grounded in up-to-date independent assessments and avoid generic or template-based advice.
Assessment includes regular review of local and international environments.
Personalised session delivery
Recommendations and insights are delivered in a tailored session, with ample opportunity for discussion. We clarify processes, risks, and help you understand the potential benefits and uncertainties for your situation.
Open dialogue is encouraged to address questions or concerns directly.
How our service differs
A transparent and impartial approach separates us from less regulated providers