Discover our personalised consultation process
Learn how our sessions support intentional money management
Our methodology is designed to help you connect your spending to your true priorities. We focus on storytelling, personal motivation, and analytical reviews to ensure the process adapts to your unique journey.
Meet the experienced team
Paul Townsend
Lead Advisor
Paul brings over fifteen years of advisory experience, specialising in helping clients align their actions with values. He believes in the power of listening first, and tailors each session to the client’s unique circumstances and aspirations.
Rachel Munro
Values-Based Consultant
Rachel’s background in analytical reviews and process development gives her a unique approach. Her sessions emphasise openness and clarity, ensuring that clients always feel heard and respected throughout the entire process.
Daniel Kerr
Senior Review Specialist
Daniel’s methodical, detail-oriented approach has supported clients in identifying patterns and creating effective routines. He values transparent communication and fosters a supportive atmosphere during every engagement.
Our step-by-step approach
Every process begins with your story—exploring motivations, habits, and priorities through analytical review and collaborative conversation, leading to tailored recommendations.
Initial discovery session
We start with a relaxed conversation about your background, challenges, and goals. This sets the foundation for a trusting, open exchange that’s focused entirely on you.
Confidential setting; you’re the driver.
Analytical review and alignment
Together, we review your spending patterns and decision moments, looking for ways to better align actions with purpose and values—without generic guidelines.
Individualised, insightful feedback.
Collaborative action plan
After analysis, we develop tailored next steps, offering ongoing support and accountability. This plan adapts as your circumstances change, supporting your unique journey.
Flexible check-ins and honest conversation.
How our approach differs from competitors
Experience tailored guidance matched to your personal values and objectives