Our financial planning methodology

At xelorivana, our approach to financial planning is rooted in understanding each client’s needs and providing personalised guidance. We begin with a detailed consultation, taking the time to learn about your individual or business circumstances and long-term objectives. Our team combines Australian market expertise with modern analytical tools to develop practical recommendations. We focus on ongoing communication, adapting your plan as your situation changes, and ensuring transparency at every stage. This collaborative process helps you feel informed and supported as you make decisions about your financial future.

Meet our core team

Experienced, local advisors dedicated to your goals.

Olivia Harris

Olivia Harris

Senior Advisor

15 years
Sydney

Expertise

Consultation Analysis Planning Support

Olivia leads the Sydney office, specialising in consultative financial planning and client relationships.

Award-winning advisor

Recognised for ethical practice

Client relationship leader

Built strong partnerships

Daniel Wong

Daniel Wong

Financial Consultant

12 years
Melbourne

Expertise

Strategy Communication Advisory Analysis

Daniel supports clients in Melbourne, focusing on transparent advice and tailored planning solutions.

Local market expert

Deep knowledge of trends

Trusted advisor

Consistent client feedback

Priya Patel

Priya Patel

Client Services Lead

10 years
Brisbane

Expertise

Support Communication Organisation Client care

Priya ensures seamless client support, managing communication and follow-up with attention to detail.

Excellence in service

High client satisfaction

Process innovator

Improved client workflow

Jack Evans

Jack Evans

Planning Specialist

8 years
Perth

Expertise

Analysis Planning Consultation Support

Jack brings analytical skills and practical solutions to clients in Western Australia.

Efficiency champion

Streamlined processes

Regional growth leader

Expanded client reach

Our planning process

1

Initial consultation

We meet with you to discuss your financial goals, current circumstances, and any questions you may have.

2

Information gathering

Our team collects relevant information to understand your needs and preferences in detail.

3

Analysis and review

We use advanced tools and local expertise to review your options and develop practical recommendations.

4

Plan presentation

We explain our recommendations clearly and work with you to refine your financial plan as needed.

5

Ongoing support

As your needs evolve, we continue to provide advice and support, ensuring your plan remains effective.

Team collaborating in office

How xelorivana compares to others

Transparency, local expertise, and a consultative approach set us apart from other financial planning providers.

Key features xelorivana Traditional Firms Online Platforms
Personalised consultation and planning Yes, always Often limited Automated only
Transparent, ongoing communication Consistent Varies Minimal
Local Australian expertise Core strength Mixed Rare
Modern analytical tools used Yes Some Yes
Long-term client relationships focus Central value Sometimes Not typical