How We Approach Financial Planning
Our team partners with you, providing transparency and evidence-based insights to clarify each step of your planning process. Every consultation aims for practical outcomes, not empty promises.
Meet Our Team
Expert guidance from experienced consultants
Sarah Hendricks
Senior Consultant
Master of Finance Melbourne University
12 years "Holistic planning"
Blue Horizon Finance
Led 50+ client projects
CFA Institute Member
With over ten years in financial services, Sarah's reputation is built on integrity and transparent client guidance. She focuses on partnership and evidence-driven reviews.
David Wong
Consulting Director
Bachelor of Commerce UNSW Sydney
15 years "Scenario analysis"
Prime Consulting Group
Australian Adviser of the Year
Co-authored two planning studies
David is recognised for analytical skills and delivering clear financial guidance. He specialises in in-depth scenario reviews and nurturing lasting client relationships.
Jessica Smith
Client Advisor
Graduate Diploma in Finance RMIT University
8 years "Client-focused reviews"
FuturePath Advisors
Achieved 98% client feedback
Panel presenter at industry event
Jessica brings a supportive and clear communication style, helping clients understand important trade-offs in their planning journey.
Mark Evans
Planning Specialist
Bachelor of Business UTS Sydney
9 years "Scenario evaluation"
Horizon View Group
Managed 30+ reviews
Recognition for client service
Mark excels in scenario reviews and providing step-by-step clarity for clients navigating important planning moments.
Our Transparent Planning Process
A clear, stepwise approach ensures every consultation is relevant and focused on your needs
Understanding Your Needs
We begin with a confidential consultation, listening to your goals and collecting necessary details. This stage is judgement-free and focused on learning where you are and what you want.
Our advisors ask clear questions to understand your unique priorities so recommendations address only what matters to you.
Analysis and Recommendations
Our team reviews your circumstances and provides evidence-based recommendations. We use scenario analysis to clarify options without jargon or exaggeration.
You receive practical guidance, including a discussion of potential decisions, to help you make confident choices.
Ongoing Support and Review
Our relationship does not end after the initial planning meeting. We check in, answer questions, and refine the plan as your needs evolve over time.
Each review includes transparent communication, follow-up reminders, and a readiness to revisit your strategy as life changes.
How voreniaxilth’s Approach Compares
| Feature | voreniaxilth | Competitor A | Competitor B |
|---|---|---|---|
| Transparent consultative process | |||
| Personalised support | |||
| Regular follow-up reviews | |||
| Team of accredited consultants |