A Personalised Framework Rooted in Your Core Values

Our consulting style puts empathy and clarity first, making each step collaborative. Together, we will build a plan that honours what is meaningful, valuable, and practical for you.

David Kent

David Kent

Lead Budgeting Consultant

Meet Our Dedicated Consultants

Drawing on backgrounds in finance and real-world Australian experience

Sophie Marshall

Sophie Marshall

Budget Consultant

Bachelor of Commerce University of Sydney

Values alignment

Aussie Advice

Certifications:

Certified Financial Planner Australian Ethics Credential

Methods:

Collaborative budgeting Empathy mapping Goal-oriented planning Active listening Practical assessment

Key Attributes:

Client empathy Guided listening Clarity building Resource review

Specialises in values-centric planning with a supportive approach.

Marcus Lee

Marcus Lee

Consultant

Master of Business Administration Monash University

Consultative planning

CityReach

Certifications:

Registered Financial Advisor Australian Financial Services (AFS) License

Methods:

Stepwise review Needs identification Scenario analysis Results debrief Values mapping Motivation analysis

Key Attributes:

Strategic thinking Analytical reasoning Compassionate dialogue Ethical focus Collaborative mindset

Focuses on helping each client find realistic, personal solutions.

Emily Wright

Emily Wright

Senior Advisor

Graduate Diploma in Finance RMIT University

Behavioural insights

Finance Forward

Certifications:

Certified Practising Accountant Wellbeing Financial Award

Methods:

Values-driven review Behavioural assessment Collaborative reflection Outcome tracking Personalised reporting

Key Attributes:

Problem solving Insight generation Prioritisation Reliability

Experienced in building tailored budgeting plans with care.

Oliver Evans

Oliver Evans

Consultant

Bachelor of Economics University of Queensland

Change support

Budget Bridge

Certifications:

Diploma of Financial Planning Conflict Resolution Training

Methods:

Scenario building Active question focus Motivation alignment Progress check-ins Stress management

Key Attributes:

Clear communication Adaptability Technical knowledge Empathic listening

Brings clarity to complex financial scenarios through patient support.

Step-by-Step: Values-Driven Consultation

A clear, confidential process tailored by our Australian team

1

Initial Discovery Call

Understand your story, motivations, and the values you want your financial life shaped by.

You guide the focus and pace of our discussion.

2

Alignment Analysis

Identify where your current resource allocations match or differ from your stated priorities.

Practical examples and open dialogue enhance clarity.

3

Custom Plan Development

Co-create a living document reflecting your priorities and preferences for daily decisions.

The plan is not static and evolves with your needs.

4

Ongoing Support

Check-ins as desired to adapt your plan as life changes.

All advice remains strictly confidential and tailored.

Compare Approaches to Values-Based Planning

Features Initial Review Collaborative Plan Ongoing Support
Personalised priority discussion Yes Yes No
Flexible conversation format Yes Yes Yes
Ongoing adjustment flexibility No Yes Yes
Confidential support every stage No Yes Yes
Values-guided resource allocation Yes Yes Yes