How We Support You
Learn more about our zero-based approach
Our consultation process in Australia is built on structured personal sessions, collaborative analytical reviews, and values-driven guidance. We place a strong emphasis on understanding your current situation before providing suggestions, ensuring all advice is practical and relevant.
Meet Our Advisors
Experienced specialists dedicated to client-focused consultations
Alex Fraser
Senior Consultant
Areas of Focus
Alex brings a background in tailored consultations, providing step-by-step guidance and values-based insight for every client.
Alex Fraser
Senior Consultant
Areas of Focus
Alex brings a background in tailored consultations, providing step-by-step guidance and values-based insight for every client.
Priya Desai
Consultation Lead
Specialties
Priya excels in collaborative reviews, helping clients make practical changes through a personable and methodical approach.
Priya Desai
Consultation Lead
Specialties
Priya excels in collaborative reviews, helping clients make practical changes through a personable and methodical approach.
Ben Cooper
Client Advisor
Expertise
Ben is committed to continuous client support, offering clear communication and actionable feedback throughout consultations.
Ben Cooper
Client Advisor
Expertise
Ben is committed to continuous client support, offering clear communication and actionable feedback throughout consultations.
Salma Ahmed
Resource Specialist
Strengths
Salma’s passion is in connecting each session to your values, ensuring consultations stay practical and outcomes-focused.
Salma Ahmed
Resource Specialist
Strengths
Salma’s passion is in connecting each session to your values, ensuring consultations stay practical and outcomes-focused.
Your Consultation Timeline
Jessica Law
Client Partnership Specialist
"It’s about more than just examining numbers—it’s understanding what matters most, then building a practical, step-by-step path to match your daily actions with your long-term intentions."
Initial Meeting
Discovery Session
We begin with a focused conversation to clarify your needs and identify specific areas where mindful resource allocation may help.
Following Week
Analytical Review
Together, we work through your current income and spending patterns, reviewing allocation methods while maintaining a neutral, supportive environment.
Next Steps
Values Alignment
We collaborate to ensure that your resource use directly supports your stated values, setting a clear direction for future decision-making.
Ongoing
Flexible Follow-Up
Our process provides ongoing check-ins to adapt and refine your strategy—at your pace and as your situation changes.
Zero-Based Planning vs. Conventional Consultations
Understand what makes our approach distinct from traditional services