Our planning approach
explained
At barameliorium, our methodology begins with understanding your unique needs before offering any guidance. We engage in open discussions to learn about your circumstances, preferences, and goals. Our advisors then present clear, practical options, always ensuring you have the information necessary to make informed decisions. We believe in transparency, so you’ll receive details about processes, potential fees, and relevant terms upfront. Throughout your experience with us, our team remains available for follow-up questions and future support. We prioritise ethical standards, regulatory compliance, and a personalised approach tailored to each client.
Meet our team
A blend of experience and dedication
James Cartwright
Senior Advisor
Bachelor of Commerce Sydney University
15 years experience "Planning consultations"
Harper & Jones Pty Ltd
Awarded for client service
Industry speaker engagements
James brings over 15 years of experience in financial planning, focusing on simple, client-first communication.
Sophie Nguyen
Client Support Lead
Diploma of Financial Services TAFE NSW
12 years experience "Client communication"
BrightPath Advisory
Recognised for support excellence
Process improvement leader
Sophie ensures all clients receive timely updates and clear information, with over a decade in support roles.
Michael Evans
Compliance Manager
Graduate Diploma in Compliance Monash University
14 years experience "Regulatory compliance"
Evergreen Compliance
Developed compliance protocols
Led audit initiatives
Michael upholds regulatory standards, ensuring ethical practice and strong compliance across all consultations.
Olivia Chen
Planning Analyst
Bachelor of Economics UNSW Sydney
6 years experience "Option analysis"
Focus Analytics Pty Ltd
Authored planning reports
Presented at industry events
Olivia supports research and option analysis, providing data-driven insights to help clients understand choices.
How our process works
Sophie Nguyen
Client Support Lead
"We listen first, then guide you step-by-step through your planning journey, making sure you always feel informed and supported."
Day 1
Initial contact
We schedule a meeting to learn about your goals and preferences, ensuring a personalised start.
Day 2-3
Information gathering
Our team collects relevant details and clarifies your expectations for tailored options.
Day 4
Consultation meeting
We present clear, practical options with explanations about potential terms, fees, and processes.
Ongoing
Support and follow-up
After your consultation, our team remains available for further questions or future guidance as needed.
How barameliorium’s approach compares
| Feature | barameliorium | Competitor A | Competitor B |
|---|---|---|---|
| Personalised consultations | |||
| Upfront information on fees | |||
| Ongoing support available | |||
| Australian regulatory compliance |