How Our Financial Planning Works
At zarithexi, our methodology centres on providing reliable, practical insights into your personal financial planning needs. We begin with a confidential meeting to understand your goals, then conduct analytical reviews focusing on your current situation rather than pushing products or generic solutions. Our process remains flexible to accommodate changes in your life, with regular follow-ups and clear action points. All recommendations are based on transparent analysis and mutual discussion, putting you in control of each step. We believe honest communication and privacy are core values, so you always have the information needed to make considered financial decisions.
Meet Our Specialist Team
Professionals dedicated to your peace of mind.
Olivia Bennett
Senior Advisor
Expertise
With a decade of financial planning experience, Olivia champions unbiased advice and client-focused solutions.
Daniel Li
Client Specialist
Skills
Daniel is recognised for building trust and explaining options in a way that puts clients at ease quickly.
Jessica Evans
Confidentiality Officer
Strengths
Jessica safeguards all sensitive information and ensures our privacy practices meet stringent Australian standards.
Sam Fisher
Planning Consultant
Focus Areas
Known for his practical mindset, Sam helps clients move confidently through pivotal planning decisions.
Our Planning Process Overview
We aim to provide simple, practical steps that build on each other for clarity and ease.
Start With a Conversation
Schedule an initial private consultation to outline your current circumstances and concerns.
Share what matters most to you so we can tailor our approach and deliver relevant perspectives, not generic advice.
Analysis & Review
Our team conducts a confidential, analytical review of your information and objectives.
You receive insights based on the analysis—always jargon-free and presented for your understanding, with room for your questions and adjustments.
Explore Options Together
We discuss practical options suited to your situation, without pressure or product push.
Review the most relevant routes available, so you can explore benefits, consequences, and clarify preferences before you decide on next steps.
Follow-Up & Adaptation
Receive ongoing support as you move forward, with guidance that adapts to new needs or changes.
Check-ins and assistance are always available, so your planning keeps pace with your evolving goals and life events.
Our Planning Process Overview
We aim to provide simple, practical steps that build on each other for clarity and ease.
Our Difference in Personal Planning
A comparison of our service approach with typical industry models