Our methodology overview
in practice
Discover how glorianexiq structures every step with a careful, context-based approach. We balance thoughtful analysis, thorough consultations, and transparent client updates to keep you informed and confident throughout the planning process.
Meet the glorianexiq team
Experienced professionals with a focus on clarity, insight, and ethical practice
Ava Thompson
Master’s in Commerce Sydney University
12 years total "Organisational finance"
Brightstone Advisory
Certifications:
Methods:
Key skills:
Awards:
Developed compliant planning processes
Led 30+ business projects
Published industry case studies
Awarded for regulatory expertise
Specialises in developing frameworks for business planning and regulatory alignment.
Jason Boyd
Bachelor of Business (Finance) Monash University
10 years total "Business analysis"
Urban Financial
Certifications:
Methods:
Key skills:
Awards:
Streamlined 15+ planning projects
Recognised for process improvements
Client satisfaction awards
Delivered compliance workshops
Focuses on analytical reviews and adapting strategies to business priorities.
Priya Narayan
Bachelor of Commerce University of Queensland
7 years total "Client support"
Planwise Partners
Certifications:
Methods:
Key skills:
Awards:
Positive client feedback history
Managed 20+ consultations
Optimised reporting workflows
Team contribution awards
Delivers structured consultations and ensures transparent communication throughout the process.
David Yi
Bachelor of Applied Finance Macquarie University
5 years total "Process optimisation"
Bluewater Advisory
Certifications:
Methods:
Key skills:
Awards:
Documented 50+ process audits
Enhanced compliance protocols
Team excellence nominee
Continuous improvement leader
Offers analytical support, regulatory tracking, and process enhancements for client plans.
How our process unfolds
Clarity and stepwise collaboration define every engagement – from the first conversation through each tailored plan
Week 1: Initial assessment
Discovery and information gathering
We conduct a focused review, explore your unique business context, and clarify priorities to form the basis of your plan.
client input
key meetings
Week 2-3: Consultation phase
Analysis and scenario building
Our team reviews data, runs scenario analysis, and shares options, making sure you stay informed throughout the process.
potential scenarios
consultative sessions
Week 4: Recommendation stage
Final proposal and documentation
We deliver a documentation pack outlining your new plan, with ample time for review and adjustment based on your feedback.
recommendations documented
consolidated action plan
Post-implementation
Follow-up and ongoing updates
After delivery, we check in for feedback and fine-tuning, ensuring your plan remains relevant as circumstances change.
post-consult response
months follow-up
Comparing our approach
What sets glorianexiq apart in responsible, organisational financial planning
glorianexiq
Tailored, regulatory-minded
Personal approach
Plans tailored, not generic
Australian compliance
Always up to date
Dedicated updates
Regular client check-ins
Clear reporting
Easy to understand
Firm A
Template-driven plans
Personal approach
Plans tailored, not generic
Australian compliance
Always up to date
Dedicated updates
Regular client check-ins
Clear reporting
Easy to understand
Firm B
Reactive, less support
Personal approach
Plans tailored, not generic
Australian compliance
Always up to date
Dedicated updates
Regular client check-ins
Clear reporting
Easy to understand