Our approach to financial planning

At hiridoplexa, our approach begins with understanding your unique needs and circumstances. We believe in collaborating with each client to build a clear, actionable plan that aligns with your goals. Our team conducts thorough analytical reviews, discusses modern approaches to financial planning, and prioritises transparent communication. Throughout your journey, we ensure you have the insights and support required to make informed decisions. Results may vary; our role is to empower you with clarity, not to promise outcomes.

Meet our team

Experienced advisors dedicated to your success

Emma Dawson

Emma Dawson

Senior Advisor

10+ years
Sydney

Expertise

Analysis Consultation Planning Risk review

Emma specialises in helping clients clarify complex decisions and is known for her transparent approach.

Industry recognition

Awarded by peers

Client trust

Positive client feedback

Liam Chen

Liam Chen

Financial Consultant

8 years
Melbourne

Expertise

Consulting Strategy Analysis Research

Liam focuses on analytical reviews and supports clients in understanding market dynamics and options.

Strategic reviews

Led analysis projects

Innovative ideas

Developed new processes

Ava Patel

Ava Patel

Client Relations Lead

7 years
Brisbane

Expertise

Communication Support Follow-up Feedback

Ava ensures each client feels heard and valued, providing consistent updates and follow-up support.

Clear communication

Client praise

Support leader

Ongoing guidance

Oliver Wright

Oliver Wright

Planning Specialist

12 years
Perth

Expertise

Planning Analysis Documentation Review

Oliver is known for his attention to detail and ability to explain complex ideas in simple terms.

Client clarity

Simplified solutions

Goal focus

Clear planning

How our process works

We guide you through each step, ensuring transparency and clarity as we develop a plan together. The journey is structured yet adaptable to your needs.

4–6 weeks
1

Initial discovery meeting

Week 1
Scheduled

We begin by listening to your needs, gathering information, and setting the foundation for a tailored approach.

This step helps us understand your circumstances, priorities, and any questions you have. It’s all about building trust and clarity.

Progress 20%
1–2 hours
2

Analytical review and options discussion

Week 2
In progress

Our team conducts a detailed analysis, reviewing your situation and discussing modern approaches to financial planning.

You receive a clear outline of your options, with our advisors providing context and answering your questions.

Progress 40%
1–2 hours
3

Personalised recommendations

Week 3
Pending

We present tailored guidance and explain the reasoning behind each suggestion, supporting your decision-making.

Our advisors walk you through each recommendation and discuss potential paths forward. You remain in control throughout.

Progress 60%
1–2 hours
4

Ongoing support and updates

Weeks 4–6
Upcoming

After your plan is in place, we provide regular updates and remain available for questions or adjustments as your needs evolve.

Our team keeps you informed and adapts to changes, ensuring you always have access to up-to-date advice.

Progress 100%
Ongoing

How our process works

We guide you through each step, ensuring transparency and clarity as we develop a plan together. The journey is structured yet adaptable to your needs.

Comparison of our service approach

Features Basic Plan Standard Plan Premium Plan
Personal consultations included 1 session 2 sessions 4 sessions
Analytical review and options discussion Summary Detailed Comprehensive
Ongoing support and follow-up Not included Quarterly Monthly
Transparent communication Email Email/Call All channels