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
Senior Advisor
Expertise
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
Financial Consultant
Expertise
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
Client Services Lead
Expertise
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
Planning Specialist
Expertise
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
Initial consultation
We meet with you to discuss your financial goals, current circumstances, and any questions you may have.
Information gathering
Our team collects relevant information to understand your needs and preferences in detail.
Analysis and review
We use advanced tools and local expertise to review your options and develop practical recommendations.
Plan presentation
We explain our recommendations clearly and work with you to refine your financial plan as needed.
Ongoing support
As your needs evolve, we continue to provide advice and support, ensuring your plan remains effective.

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 |