Our step-by-step
methodology
Get to know how our consultation process guides you from self-reflection to actionable steps. We begin with your own story and needs, then build a tailored plan centering your financial priorities. Ongoing reviews and honest discussions help you refine your approach and sustain positive changes. There are no product sales or commissions involved—just bespoke guidance. Results may vary with each individual’s effort and situation. Past performance doesn't guarantee future results.
Meet our advisor
Experience, empathy, and respect guide every consultation.
Helen Morgan
Advisor
Core skills
Helen has over a decade’s experience helping individuals align their spending with their personal values, focusing on supportive, non-judgmental guidance.
James Li
Assistant Advisor
Strengths
James helps ensure consultations are clearly structured and that clients feel comfortable voicing their individual needs throughout the process.
Emily Brown
Client Care
Main areas
Emily supports every stage of the client journey, from scheduling appointments to following up after sessions, ensuring a seamless experience.
David Chen
Compliance Officer
Expertise
David ensures all consultations and processes follow Australian regulations and respect your confidentiality at all times.
How our method works
A transparent, four-step approach
Initial discussion
We listen to your story and gain a clear understanding of your needs and values.
Tailored plan creation
Together, we shape a zero-based budgeting plan matching your intentions.
Implementation assistance
Ongoing support helps you establish habits and systems that work for you.
Regular reviews
Frequent follow-ups ensure your plan keeps reflecting your evolving priorities.
How our guidance sets us apart
| Feature | lyntheravon | Competitor A | Competitor B |
|---|---|---|---|
| Individual priorities focused | |||
| No product commission | |||
| Confidential discussions only | |||
| Flexible session timing | |||
| Zero-based framework |