Learn more about our consultation methodology today
Our methodology is built around transparency, clear communication, and focused problem-solving. We break down complex financial planning into actionable steps, ensuring you understand each stage. Our dedicated team brings experience and a commitment to providing ongoing support—so you always feel informed.
Years experience
Consultations
Satisfaction score
Meet our financial planning team
Experienced professionals committed to your financial clarity
Our team is made up of dedicated consultants who bring deep expertise and a passion for transparent service. Every advisor is focused on practical, client-centric solutions.
We work collaboratively to provide consistent, high-quality support.
Alex Grant
Senior consultant
Leads consultations and ensures transparency at each stage.
Alex has over seven years’ experience, providing clear guidance and practical solutions to clients across Australia.
“Transparent planning builds lasting trust.”
Industry recognition
Emily Dawson
Financial advisor
Focuses on client support and tailored recommendations.
Emily brings a client-first approach to every case, ensuring transparent communication and ongoing support for all.
“Support should always be straightforward.”
Client satisfaction award
James Miller
Resource analyst
Specialises in resource evaluation and process improvement.
James is known for analytical reviews and practical support, helping clients understand their options clearly.
“Clear options lead to better decisions.”
Trust your financial planning to a team that values clarity.
How our consultation process works
Alex Grant
Senior consultant
"Clarity and transparency are at the heart of every consultation we deliver, so clients know exactly what to expect."
Day 1
Discussion of needs
We start by understanding your objectives and the context of your current situation in detail.
Day 2
Resource analysis
Our team reviews available resources and clarifies options, outlining potential directions.
Day 3
Personalised recommendations
You receive clear, tailored advice based on our analysis and your unique requirements.
Ongoing
Continuous support
We provide updates, answer questions, and adapt as your needs change, ensuring reliable support.
Compare our approach to alternatives
| Feature | selivanoeon | Generic advisor | Online tool |
|---|---|---|---|
| Tailored consultations | |||
| Transparent communication | |||
| Ongoing support | |||
| Comprehensive resource analysis | |||
| Experienced Australian team |