How we develop practical recommendations for you
Process built for clarity
Our team uses in-depth analytical reviews and direct client consultations to deliver unbiased, actionable recommendations. Each step is crafted to support clear understanding and reliable guidance for your financial decisions. Results may vary.
Past performance doesn’t guarantee future results.
Meet our team
Diverse experience, one common goal
Ethan Williams
Senior Adviser
Bachelor of Commerce University of Sydney
Qantas Super Fund
Key skills
Methods
Credentials
With over 15 years in the Australian financial sector, Ethan is known for unbiased, results-focused advice and strong analytical capabilities.
Ethan crafts comprehensive reviews tailored to every client. His expertise includes evaluating complex scenarios, managing disclosure obligations, and developing responsible recommendations focused on long-term outcomes in line with Australian standards.
Amelia Zhang
Consultations Lead
Master of Finance UNSW Sydney
Colonial First State
Key skills
Methods
Credentials
Amelia brings a decade of experience in conducting personal financial consultations across diverse client backgrounds.
Amelia’s consultative style blends empathy with thorough market analysis. She prioritises eligible, practical steps for clients and ensures Australian compliance, including comprehensive disclosure about outcomes, risks, and fees.
Oliver Grace
Analysis Specialist
Bachelor of Business Macquarie University
AMP Australia
Key skills
Methods
Credentials
Oliver specialises in assembling thorough, evidence-based reviews to support each consultation.
Oliver applies structured processes to every client’s needs, outlining the full scope of recommendations and the underlying reasoning. He works to ensure robust, transparent reporting for all analytical reviews delivered.
Sophie Edwards
Client Liaison Manager
Bachelor of Economics University of Melbourne
Perpetual Limited
Key skills
Methods
Credentials
Sophie focuses on ensuring clear communication and a seamless consultation experience at every stage.
Sophie reviews all communication points to make sure information is clear and all expectations are managed. She helps guide clients through each consultation, attending to individual questions and clarifying terms where needed.
Step-by-step process for recommendations
Understand how we approach each engagement, from initial enquiry to final recommendations, ensuring every consultation is clear and fully tailored to your objectives.
Initial discovery session
We start by discussing your financial priorities, personal preferences, and comfort with potential risks.
This session helps us tailor all further reviews and outlines. You can share relevant background information, which remains fully confidential.
Analytical review preparation
Our team conducts an independent review, evaluating your situation using up-to-date market research within the Australian regulatory framework.
We ensure each analysis considers your goals and market dynamics, providing unbiased observations and full disclosure on any risks or fees.
Consultation and discussion
We meet to present findings, answer questions, and refine options according to your feedback.
Recommendations are explained clearly, with transparent discussion of next steps, limitations, and potential outcomes. Past performance doesn’t guarantee future results.
Summary and follow-up support
You receive a written overview of key points, recommended steps, and all obligations clearly outlined.
Ongoing support is available for further clarifications. We encourage you to review all terms and raise any additional questions after the consultation.
Step-by-step process for recommendations
Understand how we approach each engagement, from initial enquiry to final recommendations, ensuring every consultation is clear and fully tailored to your objectives.
Why choose us
How nimbrofera compares on what matters