Our methodology and process
How we support clients through practical steps
Our process is designed to make financial planning clear, collaborative, and tailored to your needs.
Meet our advisory team
Experienced professionals dedicated to your planning goals.
Emma Harris
Lead Advisor
Focus
Retirement planning
Skills
Emma brings fifteen years of experience and a passion for helping clients plan for the future. She is known for her careful analysis and supportive approach.
Industry award
Recognised for excellence
Team leader
Guided major projects
Liam Chen
Associate Advisor
Focus
Superannuation reviews
Skills
Liam has eight years of experience and specialises in reviewing superannuation arrangements. He values clear communication and thorough research.
Certified
Recognised credentials
Innovator
Introduced new tools
Sophie Patel
Client Relations
Focus
Client engagement
Skills
Sophie excels at building strong client relationships and ensuring a smooth experience from start to finish. She is dedicated to client satisfaction.
Client praise
Consistent feedback
Mentor
Trained new staff
Jack Wilson
Financial Analyst
Focus
Market research
Skills
Jack provides detailed research and supports the team with up-to-date market insights. His adaptability helps keep processes efficient.
Market insights
Key contributions
Further study
Ongoing education
Our step-by-step process
Understand what to expect when working with bapoarialivo
Initial meeting and discovery
We start with a conversation to get to know your goals, needs, and current circumstances.
No commitment required for the first meeting.
Analysis and research
Our team examines your situation and conducts relevant research to provide suitable recommendations.
We use the latest tools and industry data.
Report and recommendations
You receive a clear report outlining our observations, suggested actions, and possible next steps.
We explain the details in simple language.
Ongoing support and review
We check in regularly and adjust recommendations as your needs or circumstances change.
Support is available whenever you need it.
Compare our solution options
| Features | Essential plan | Comprehensive plan | Premium plan |
|---|---|---|---|
| Personalised consultation included | Yes | Yes | Yes |
| Detailed financial analysis | Yes | Yes | Yes |
| Ongoing support and reviews | Limited | Yes | Yes |
| Priority response times | No | Yes | Yes |