Our methodology explained
How we approach financial planning solutions
Learn more about our transparent, client-focused methodology for financial planning. Our process includes analytical reviews, personal consultations, and clear guidance to support your decisions. Results may vary for each client.
Meet our expert team
Liam Johnson
Senior Financial Consultant
Liam brings over 20 years of experience in the financial sector, specialising in analytical reviews and client consultations. His expertise ensures each client receives tailored guidance, always respecting confidentiality and ethical standards.
Olivia Roberts
Consulting Partner
Olivia is known for her client-focused approach and dedication to transparent communication. She helps clients understand market dynamics and resource allocation, supporting informed financial decisions. Results may vary.
Daniel Lee
Financial Planning Specialist
Daniel’s analytical skills and attention to detail make him a valuable part of our advisory team. He provides practical insights and supports clients in navigating complex financial situations, always prioritizing ethical guidance.
Our transparent financial planning process
We guide you through each step to ensure clarity, confidentiality, and informed decision-making.
Initial Consultation and Assessment
We start by discussing your current situation and goals, ensuring we understand your unique needs and expectations.
All information shared is kept strictly confidential.
Analytical Review and Data Gathering
Our team conducts a thorough analytical review, examining relevant data and market conditions to inform our guidance.
You receive clear, jargon-free explanations at each stage.
Personalised Guidance Session
We provide tailored recommendations and guidance, adapting our approach to suit your circumstances.
Results may vary for each client depending on their situation.
Ongoing Support and Communication
We maintain open communication for follow-up questions or further guidance as your needs evolve over time.
We prioritise transparency and clarity throughout.
How garinmoari compares to others
See the advantages of our transparent, client-focused approach
Compare garinmoari’s methodology with traditional providers. Our approach emphasises analytics, confidentiality, and tailored personal guidance, ensuring you receive clear explanations at every stage. No specific outcomes are guaranteed.
garinmoari approach
Analytical reviews, personal consultations, transparency
Personal consultations
One-on-one tailored sessions with each client
Analytical reviews
Detailed analysis of your situation and the market
Transparent process
Clear, jargon-free explanations at each step
Confidential support
Strict privacy and data confidentiality
Ongoing communication
Continuous support as your needs evolve
Traditional provider
Standardised process, less personal guidance, limited analytics
Personal consultations
One-on-one tailored sessions with each client
Analytical reviews
Detailed analysis of your situation and the market
Transparent process
Clear, jargon-free explanations at each step
Confidential support
Strict privacy and data confidentiality
Ongoing communication
Continuous support as your needs evolve