Learn more about our financial planning methodology
Our consultative process at nosovneroulora is designed to address your unique financial needs. We start with a comprehensive assessment, then move to analytical reviews and tailored recommendations. This approach allows us to adapt as your situation changes and provide ongoing support. Results may vary depending on each client’s circumstances.
Structured Process
Clear steps guide each consultation.
Collaborative Approach
We work with you at every stage.
Meet the nosovneroulora team
Kevin Liu
Senior Consultant
Kevin brings over 12 years of experience in financial planning, specialising in analytical reviews and client consultations. Known for his clear communication, Kevin helps clients understand complex topics with ease. He is dedicated to ongoing professional development and has a passion for supporting business owners and individuals alike.
Jessica Morton
Lead Advisor
Jessica’s background in the Australian financial sector spans more than 15 years. Her approach blends analytical expertise with a commitment to ethical practice. Jessica is recognised for building long-term client relationships and guiding clients through changing financial landscapes.
Alan Fisher
Consulting Partner
Alan focuses on practical, client-centred solutions, drawing on over 20 years’ experience in the industry. He values transparency and ensures that each client receives tailored recommendations based on their needs. Alan is an advocate for ongoing support and ethical guidance.
Our step-by-step methodology
Learn more about the stages of our financial planning process, from initial assessment to ongoing review.
Initial Consultation Stage
We begin by listening and learning about your current situation, goals, and any challenges. This helps us understand your unique needs and expectations.
Your information is kept confidential and used solely for developing personalised recommendations.
Analytical Review Phase
Our team conducts an in-depth analysis, considering market dynamics and resource allocation. We identify opportunities and discuss modern approaches to financial planning.
We provide clear explanations and answer your questions throughout this phase.
Ongoing Support and Review
After presenting tailored recommendations, we continue to check in regularly. Our team adapts strategies as your needs and circumstances evolve.
You receive updates and can request further consultations as required.
Compare our approach and support
| Features | Personal Consultation | Analytical Review | Ongoing Support |
|---|---|---|---|
| Comprehensive needs assessment | Yes | Yes | No |
| Market trends and resource overview | No | Yes | No |
| Regular check-ins and updates | No | No | Yes |
| Tailored recommendations | Yes | Yes | Yes |