How Our Consultation Process Works
Explore our structured multi-step approach focused on transparency, independence, and your unique situation, empowering you with clear, actionable insights.
Meet Our Advisors
Decades of expertise at your service
Samira Haque
Lead Advisor
Master of Applied Finance University of Sydney
BrightPath Advisory
Core Skills
Methods
Credentials
Committed to clarity in her reviews, Samira provides tailored consultations focused on your individual objectives and risk factors. Extensive industry experience underpins her practical, ethical guidance.
Samira’s careful, analytical approach ensures evaluations remain unbiased, focusing on actionable outcomes while considering each client’s context.
David Leong
Consultation Specialist
Bachelor of Commerce Monash University
Pioneer Consulting
Core Skills
Methods
Credentials
David blends methodical research with approachable communication, making even complex financial topics accessible to clients from all backgrounds.
His process ensures no two consultations are alike, each tailored to suit client-specific objectives, all while upholding clear, transparent communication.
Erin Perez
Financial Analyst
Graduate Diploma in Finance RMIT University
Civic Financial Team
Core Skills
Methods
Credentials
With a keen eye for detail, Erin delivers objective appraisals of market instruments, concentrating on clear reporting and integrity-driven service.
Erin guides each client through findings in straightforward language, ensuring all consultations are free of bias and driven by facts.
Matthew O'Connor
Consultant
MBA in Business Analytics Australian National University
Harborview Advisory Group
Core Skills
Methods
Credentials
Matthew supports clients with pragmatic advice, drawn from significant experience and a deep commitment to fairness and openness at all times.
Matthew delivers every appraisal with a focus on respectful dialogue, ensuring each client feels informed, valued, and fully supported throughout.
How We Assess and Advise
A transparent pathway from first contact to objective review
Initial Client Meeting
We discuss your unique circumstances, objectives, and any specific concerns you might have.
No product sales or training occur during this session.
Analytical Instrument Review
Our team leverages deep market experience to conduct a neutral evaluation.
You receive a structured report with all findings outlined.
Transparent Fee Disclosure
All associated fees, terms, and relevant details are presented prior to your commitment.
APR, repayment schedules, and charges are clearly listed.
Personal Consultation
A one-on-one discussion ensures you understand all findings before making decisions.
We answer your questions and address risk factors clearly.
How We Differ From Others
| Features | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Consultative, not promotional | |||
| Transparent fee disclosure | |||
| No product sales or lessons | |||
| Personalised, unbiased review |