Our financial planning methodology explained
Discover how our consultants at elgavorient approach your financial planning needs. We begin each engagement with a conversation to understand your goals and constraints, then provide analytical reviews and personal consultations. Our process focuses on transparency—outlining terms, timelines, and any related fees—while offering secure digital tools for ongoing progress tracking. We do not recommend specific products or investments; instead, our role is to support your understanding of market dynamics and resource allocation. This approach is designed to help you make informed decisions, at your own pace, with reliable support throughout.
Meet our consultants
Diverse experience, shared commitment
Jordan Lee
Lead Consultant
Master of Finance Sydney University
12 years "Personal planning"
FinPlan Advisory
Awarded for client service excellence
Published in finance journals
Jordan specialises in analytical reviews and clear communication, ensuring clients understand each step of the planning process.
Tanya Smith
Senior Consultant
Bachelor of Commerce UNSW
15 years "Digital resource planning"
SecurePlan Pty Ltd
Led digital transformation project
Recognised for privacy advocacy
Tanya brings strong expertise in privacy compliance and digital tools, helping clients navigate secure planning resources.
Amit Desai
Consultant
Graduate Diploma Finance Monash University
9 years "Business planning"
Planwise Solutions
Client satisfaction award
Presented at industry events
Amit focuses on practical solutions and ongoing support, adapting his advice as client situations evolve over time.
Rebecca Ng
Consultant
Bachelor of Economics Melbourne University
7 years "Resource allocation"
Clarity Consulting
Featured in client testimonials
Co-authored industry report
Rebecca excels in transparent communication, making each planning step clear and easy to follow for clients from all backgrounds.
Our step-by-step process
Initial conversation
We begin by understanding your goals and questions, ensuring the process is tailored to your needs from the outset.
Analytical review
Our consultants conduct a detailed review of your situation, focusing on clarity and identifying practical options.
Personal consultation
You receive guidance and a clear outline of next steps, including timelines and relevant terms.
Ongoing support
We remain available for follow-up questions and adapt our advice as your needs evolve.
How we compare
Objective, transparent, and client-focused service
elgavorient
Transparent, client-focused guidance
Personal consultations
Direct, tailored guidance for clients
Transparent fee terms
All fees clearly outlined
Ongoing support
Continued access to consultants
Flexible digital tools
Secure online planning resources
Traditional firm
Standardised planning, less flexibility
Personal consultations
Direct, tailored guidance for clients
Transparent fee terms
All fees clearly outlined
Ongoing support
Continued access to consultants
Flexible digital tools
Secure online planning resources
Automated tools
Limited personalisation, digital only
Personal consultations
Direct, tailored guidance for clients
Transparent fee terms
All fees clearly outlined
Ongoing support
Continued access to consultants
Flexible digital tools
Secure online planning resources