Our Approach to Financial Planning
Learn how avelosivenasum delivers transparent, practical, and client-focused financial planning solutions, tailored to your needs and supported by a team of dedicated professionals.
Meet Our Team
Experienced, ethical, and client-focused professionals
Rebecca Foster
Senior Advisor
Master of Financial Planning University of Melbourne
15 years "Retirement planning"
BrightPath Advisory
Certified Financial Planner award
Panel speaker at industry events
Rebecca has over 15 years of experience in financial planning and is known for her detail-oriented approach and clear communication.
James Thornton
Client Relationship Manager
Bachelor of Commerce University of Sydney
12 years "Client relations"
Allied Finance Solutions
Client Service Excellence Award
Launched support enhancement program
James ensures clients feel supported at every stage. He brings over a decade of experience in client services in the finance sector.
Priya Mehra
Planning Specialist
Graduate Diploma in Finance Monash University
8 years "Process optimisation"
Insight Partners
Process Innovation Award
Mentored junior advisors
Priya focuses on practical solutions and ongoing client support, drawing on her expertise in planning and process optimisation.
Daniel Wong
Data and Security Lead
Bachelor of Information Systems University of New South Wales
10 years "Data privacy"
SecureWealth Group
Led security audit project
Implemented privacy protocols
Daniel oversees secure information handling and privacy standards, ensuring client data is protected at every step.
How Our Process Works for You
A step-by-step approach designed to provide clarity, transparency, and responsive support for your goals.
Initial Consultation and Discovery
We start by getting to know your current situation, listening to your goals, and gathering relevant information for a clear foundation.
This session helps us understand your preferences and priorities, ensuring recommendations are tailored to your needs.
Analysis and Recommendation
Our team reviews your information, analyses potential approaches, and prepares recommendations aligned with your objectives.
We provide clear explanations for every suggestion and answer any questions you may have.
Plan Presentation and Review
We present your tailored plan, explaining each step and discussing how it fits your goals and changing circumstances.
You’ll have time to review, ask questions, and ensure the plan aligns with your expectations.
Ongoing Support and Adjustments
We provide continuous support with regular reviews, updates, and opportunities to refine your plan as your circumstances evolve.
Our advisors remain available for questions and proactive updates throughout your planning journey.
Comparing Our Planning Approaches
| Features | Standard Consultation | Enhanced Support | Comprehensive Review |
|---|---|---|---|
| Personalised recommendations | Yes | Yes | Yes |
| Regular plan reviews | No | Yes | Yes |
| Priority advisor access | No | Yes | Yes |
| Ongoing support and updates | No | Yes | Yes |
| Comprehensive documentation | No | No | Yes |
| Security and privacy protocols | Yes | Yes | Yes |