Our Consultation and Review Methodology
We outline every aspect of our approach, so you always know what to expect at each stage. Our team is dedicated to providing thorough, clear explanations during every interaction.
Lauren McKenzie
Senior Planning Advisor
Meet the Team
Lauren McKenzie
Senior Advisor
Leads our consultative process with a focus on transparency and ethical service.
Ethan Jones
Client Specialist
Ensures all client communications are prompt, friendly, and informative.
Fiona Harris
Process Analyst
Reviews client journeys to help adapt our process for continuing relevance.
How Our Process Works
Simple, transparent steps from first meeting to ongoing support
Your Initial Consultation
A meeting designed to discuss your situation and clarify your expectations.
Open dialogue enables tailored guidance.
Fact-Finding and Analysis
We review available information to identify choices and outline important details for you.
Includes explanation of APR rates and fees.
Tailored Recommendations Presented
Advisors deliver practical options and answer your questions about terms and implications.
All information is disclosed before decisions.
Ongoing Client Support
Stay in touch for continued guidance and clarification as your circumstances evolve.
Communication remains accessible throughout.
How Our Service Compares
| Features | Consultation Only | Consultation Plus | Comprehensive Review |
|---|---|---|---|
| Dedicated personal advisor assigned | Yes | Yes | Yes |
| Disclosure of APR rates and fees | Yes | Yes | Yes |
| Full repayment schedule review | No | Yes | Yes |
| Ongoing support provided | No | Yes | Yes |