How Our Financial Planning Process Works
Clear Steps, Practical Support
Our approach to financial planning is built on transparency, ongoing communication, and careful review of your needs. We use a step-by-step process to ensure you feel supported and informed throughout your journey.
Results may vary depending on your individual circumstances.
Meet Our Team
Experienced and dedicated professionals, ready to support your planning needs.
Olivia Martin
Senior Advisor
Expertise
Olivia brings extensive experience in analytical reviews and client consultations, always putting transparency first.
Industry Recognition
Awarded for ethical service
Client Retention
High satisfaction rate
James Patel
Client Consultant
Expertise
James is known for his approachable style and clear explanations, helping clients understand each detail.
Feedback Scores
Consistently praised
Team Collaboration
Leads training sessions
Sophie Evans
Compliance Lead
Expertise
Sophie ensures all services meet Australian standards and that privacy is always respected.
Audit Success
Passed all assessments
Policy Development
Led compliance updates
Daniel Lee
Market Analyst
Expertise
Daniel provides analytical reviews to clients and maintains up-to-date insights on market dynamics.
Insight Reports
Published monthly
Rapid Response
Quick to client needs
Our Planning Process
We follow a structured but flexible process, ensuring your needs are addressed at every stage and that you always understand what comes next.
Initial Consultation
We start with a relaxed meeting where you share your goals, questions, and current situation. This step is focused on building trust and setting the foundation for our collaboration.
Takes about 45–60 minutes, either in person or online.
Analytical Review
Our team conducts a thorough review of your circumstances, exploring market dynamics, available resources, and applicable solutions. We provide clear, easy-to-understand summaries.
Usually completed within 2–3 business days.
Personalised Recommendations
Based on our review, we discuss suitable options and explain terms, fees, and any considerations. We answer your questions and adjust recommendations to your preferences.
Flexible—based on your schedule and feedback.
Ongoing Support
After initial recommendations, we remain available for follow-up appointments, questions, and future adjustments as your needs evolve.
Support is ongoing, as needed.
How We Compare
See how kleanovareon’s approach stands out