Learn more about our methodology and team approach
We focus on practical, consultation-led service to help you clarify your goals and make decisions confidently. Our advisors prioritise clear communication and analytical reviews, tailored to your needs.
Jessica Turner
Principal Advisor
Meet our experienced team members
Each advisor brings practical skills and insight to your planning process
Jessica Turner
Master of Finance Sydney University
14 years "Consultation-led planning"
Greenfield Advisors
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Achievements:
Supported 200+ clients successfully
Industry speaker for 5 years
Published in major finance outlets
Awarded for ethical practice
Guides clients with clarity and care.
David Lee
Bachelor of Commerce Melbourne University
12 years "Analytical reviews"
Summit Planning
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Achievements:
Built long-term client relationships
Featured in finance panels
Recognised for thorough research
Consistent client satisfaction
Delivers adaptable, client-first service.
Sophie Martin
Graduate Diploma in Finance Queensland University
8 years "Client communication"
Coastal Consulting
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Achievements:
Improved consultation processes
Mentored junior advisors
Community finance workshops
Client trust awards
Focuses on transparent, practical advice.
Michael Brown
Bachelor of Business UNSW
10 years "Process optimisation"
Metro Advisors
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Streamlined service delivery
High client retention rate
Awarded for efficiency
Developed new review tools
Provides structured, results-focused support.
Our consultation process explained clearly
A step-by-step approach designed to put your needs and clarity first
Initial conversation and goal review
We start by discussing your objectives and background, clarifying what you want to achieve in your planning journey.
This helps us understand your unique situation.
Analytical reviews and findings
Our advisors conduct a thorough review, presenting practical options and breaking down market dynamics for your context.
You receive clear, unbiased information.
Collaborative solution development
Together, we identify the most suitable options, always ensuring your priorities guide each recommendation.
Your input shapes the final approach.
Ongoing support and adjustments
We maintain regular contact so our advice adapts as your needs change, keeping you informed at every step.
Continuous support for evolving goals.
Service comparison dashboard
See how our approach differs from traditional providers
Compare key aspects of luphanioveri’s consultation-led model against a typical provider, so you can make an informed choice.
luphanioveri
Consultation-led, tailored guidance
Traditional firm
Standardised, less personalised service
Communication clarity
How clearly information is explained
Personal approach
Level of solution customisation
Transparency
Openness about process and options
Ongoing support
Continuous help as needs change