Our proven financial planning process
Discover how our analytical approach and clear consultations deliver dependable solutions tailored for you.
Practical insight
Receive clear, actionable recommendations every session.
Transparent process
Stay informed with open dialogue throughout.
Meet our dedicated team
Our specialists combine years of experience with a focus on client needs and clear guidance.
Jordan McKenzie
Lead Advisor
Expertise
Jordan leads the team with a focus on thorough analysis and client trust, ensuring each consultation is clear and actionable.
Client satisfaction
Consistently high ratings
Industry recognition
Award-winning advisor
Samantha Lee
Senior Specialist
Expertise
Samantha excels in personalised reviews and ongoing client support, always maintaining ethical standards.
Support excellence
Outstanding client care
Long-term clients
High retention rate
Alex Nguyen
Consultant
Expertise
Alex brings strategic thinking and timely updates to every consultation, helping clients adapt as needed.
Communication award
Recognised for clarity
Process improvement
Enhanced client journey
Priya Patel
Client Service
Expertise
Priya is dedicated to ensuring client enquiries are addressed quickly and efficiently, supporting seamless communication.
Service award
Exceptional client feedback
Process efficiency
Improved response times
How our process works for you
We follow a step-by-step methodology to ensure each consultation is focused, actionable, and transparent.
Initial contact and assessment
Understanding your needs
We begin by learning about your unique circumstances, challenges, and priorities to set a clear direction from the outset.
Personalised approach
Every session is tailored to your requirements.
Clear communication
You are informed from the start.
Analytical review phase
In-depth review
Our specialists conduct an objective analysis of your current situation, providing insight and identifying actionable options.
Objective analysis
Receive insights relevant to your context.
Practical options
Understand next steps clearly.
Consultation and recommendations
Tailored recommendations
We deliver clear, practical advice based on your objectives, with open discussion to address all questions and concerns.
Actionable advice
Every recommendation is clear and direct.
Collaborative planning
Work together to shape your plan.
Ongoing support and review
Continuous improvement
We provide regular reviews and remain available for ongoing support, ensuring your planning adapts to new circumstances.
Periodic reviews
Stay updated as your needs change.
Support access
Reach out anytime for guidance.
How orethenanevaivo compares to others
See the difference our approach makes in financial planning solutions.
Compare orethenanevaivo's client-focused, transparent process with a typical industry alternative to see how our values drive better experiences.
orethenanevaivo approach
Analytical reviews and open consultations
Personalised consultations
Sessions tailored to individual needs
Open communication
Clear updates throughout process
Regular analytical reviews
Ongoing review and adaptation
Objective recommendations
Advice without product bias
Ethical standards
Practices guided by integrity
Typical provider
Standardised advice, limited communication
Personalised consultations
Sessions tailored to individual needs
Open communication
Clear updates throughout process
Regular analytical reviews
Ongoing review and adaptation
Objective recommendations
Advice without product bias
Ethical standards
Practices guided by integrity