Our Method: Designed For You
We use a structured, conversational process to understand your needs and help you build a plan that is truly reflective of your values. Every step is shaped by your personal and practical circumstances.
Meet Our Team
Backed by experience and empathy
Megan Lister
Lead Advisor
Bachelor of Commerce (Accounting) University of Sydney
Harbour Advisory
Key Skills
Methods
Certifications
Megan brings thoughtful insights from years guiding clients through value-driven planning. She leads with understanding and always focuses on client comfort.
Megan cares deeply about helping Australians reshape habits around resource use. She combines clear communication with practical planning for every client.
James T. Harper
Senior Planner
Master of Professional Accounting RMIT University
Unity Planning
Key Skills
Methods
Certifications
James excels in helping clients pinpoint priorities amid complex scenarios. He values building trust and supporting clients’ unique definitions of success.
James’s focus is providing frameworks that are realistic and flexible. He believes in coaching by encouragement, never judgment, always adjusting to real-life scenarios.
Sita Rahman
Client Success Partner
Graduate Diploma in Business Deakin University
Encompass Advisory
Key Skills
Methods
Certifications
Sita guides users through each step, ensuring clarity and peace of mind along the way. She is fluent in explaining complex concepts in relatable terms.
Sita is approachable and reliable, ensuring clients feel respected. She makes new processes easy and always communicates with clarity.
Reuben Lin
Insight Analyst
Bachelor of Business Analytics Monash University
Vision Analytics
Key Skills
Methods
Certifications
Reuben supports the team with data-driven perspectives, ensuring plans reflect reality. He’s dedicated to clarity and transparency.
Detail-oriented and friendly, Reuben ensures advice is rooted in facts. He loves turning complex data into insights clients can use with confidence.
How We Work With You
Tailored guidance through every financial decision
Initial Conversation
We begin by listening and understanding your needs, challenges, and what you hope to achieve through value-based planning.
This stage is relaxed—no documentation needed to start.
Budget Formation
We help map your resources so each segment reflects personal or household priorities, always with flexibility in mind.
You’re guided every step as you define allocations.
Plan Refinement
We revisit your plan together, discussing what works and where adjustments may be needed so you always feel in control.
It’s a team effort to ensure plans feel right for you.
Ongoing Support
Stay connected for regular check-ins. We’re here to help respond if things change in your life.
Support is judgement-free and always confidential.
Value-Based Planning Compared
See how our service stands out against typical approaches
Compare flexibility, customisation, and privacy in resource allocation consultations.
bravionthex Value Approach
Individual consultation for true alignment
Generalised Services
Standard templates with less personalisation
Personalisation Level
Level of tailored support and resource focus
Privacy Commitment
Attention given to confidentiality
Plan Flexibility
Ability to update and adapt your plan
Values Alignment
Connection of spending to true personal priorities