Our Approach To Financial Planning

Discover how talerionexis’s process blends analytical reviews with personal consultation. Our approach adapts to your unique needs, focusing on clarity and reliable support for better financial decisions.

Our Expert Team

Experienced, Qualified, Dedicated

Sarah Watson

Lead Consultant

11 Experience • Financial planning reviews

Education

Bachelor of Business, Melbourne University

Known for her clear, client-focused consultations and practical guidance.

Work History

FinScope Partners - Senior Advisor (6 years)

Insight Finance - Planner (3 years)

Skills

Analysis Strategy Communication

Methods

Consultation-based reviews Collaborative planning

Certificates

Accredited Financial Consultant

Diploma of Financial Services

Alex Lee

Consultant

7 Experience • Consultation analysis

Education

Diploma of Finance, University of Sydney

Brings sharp analytical skills and a commitment to building client confidence.

Work History

talerionexis - Consultant (3 years)

PrimePath Advisors - Advisor (2 years)

Skills

Problem-solving Review Client support

Methods

Personalised review Goal-focused analysis

Certificates

Registered Financial Planner

Member, FPA Australia

Priya Desai

Consultant

8 Experience • User experience planning

Education

Commerce Degree, Monash University

Focuses on practical planning and ensuring an approachable experience for all.

Work History

Bluewave Advisory - Consultant (5 years)

talerionexis - Planner (2 years)

Skills

Empathy Planning Organisation

Methods

Collaborative sessions User-first approach

Certificates

Certified Financial Advisor

Certificate IV in Finance

Matthew King

Senior Advisor

15 Experience • Decision support

Education

Bachelor of Commerce, University of Queensland

Matthew combines detailed research with honest advice, ensuring reliability.

Work History

Crestview Advisory - Advisor (7 years)

talerionexis - Senior Advisor (4 years)

Skills

Assessment Communication Planning

Methods

Evidence-based reviews Transparent consultation

Certificates

Registered Financial Consultant

Diploma of Financial Services

How Our Process Works

Navigate your planning journey with our clear, four-step model

Initial Conversation & Discovery

We learn about your goals and discuss your main concerns to determine the best approach.

Your context shapes our recommendations.

Personalised Analytical Review

Our team conducts a targeted review using client-supplied details and current market data.

Modern methods deliver clarity and transparency.

Collaborative Recommendation Session

Together, we discuss findings and options before creating a plan with practical next steps.

You stay involved at each decision point.

Ongoing Support & Updates

We provide ongoing communication and check-ins as your situation or market conditions evolve.

Your advisor remains accessible for follow-up.

How We Compare To Others

Transparency, reliability, and adaptability set talerionexis apart from traditional providers

Service Features	talerionexis	Traditional Providers	Online Platforms
Open and detailed communication	Yes, always	Sometimes	Limited
Personalised consultation approach	Consistent	Variable	Basic
Complimentary ongoing support	Provided	Inconsistent	Seldom
Clear information about all fees	Full disclosure	Often unclear	Not always