Our planning methodology
Direct, transparent, and practical steps
At celavioner, our process is designed to address your specific needs with clarity and efficiency. We combine analytical reviews, personal consultations, and a commitment to transparent communication throughout every stage.
Meet our advisory team
Dedicated specialists with experience in Australian financial planning
Rachel Kim
Senior Advisor
Expertise
Rachel leads our Sydney team with a focus on transparency and client trust. Her analytical approach ensures clients receive clear, objective guidance.
Rachel Kim
Senior Advisor
Expertise
Rachel leads our Sydney team with a focus on transparency and client trust. Her analytical approach ensures clients receive clear, objective guidance.
Liam O'Connor
Planning Specialist
Expertise
Liam is known for his direct advice and dedication to client priorities. He brings practical experience and a steady hand to every consultation.
Liam O'Connor
Planning Specialist
Expertise
Liam is known for his direct advice and dedication to client priorities. He brings practical experience and a steady hand to every consultation.
Sophie Lee
Client Consultant
Expertise
Sophie ensures every client feels heard and supported. Her approachable style and attention to detail make the process smooth for all involved.
Sophie Lee
Client Consultant
Expertise
Sophie ensures every client feels heard and supported. Her approachable style and attention to detail make the process smooth for all involved.
Daniel Smith
Market Analyst
Expertise
Daniel’s analytical skills help clients navigate changing markets. He excels at presenting complex data in a clear and understandable way.
Daniel Smith
Market Analyst
Expertise
Daniel’s analytical skills help clients navigate changing markets. He excels at presenting complex data in a clear and understandable way.
How our planning process works
We guide you through each stage with clear, direct communication and practical solutions.
Initial needs assessment meeting
We begin with a discussion to understand your current situation, goals, and any concerns. This step ensures our advice is tailored to your needs.
Bring any questions or documents you would like to discuss.
Analytical review and evaluation
Our team reviews your information and provides a clear analysis, highlighting key opportunities and potential considerations.
We explain findings in everyday language for your confidence.
Personalised consultation session
You’ll meet with an advisor to discuss recommendations, clarify details, and address any uncertainties you may have.
We encourage questions throughout the session.
Ongoing support and follow-up
After your consultation, our team remains available for further questions and additional guidance as your needs evolve.
We provide resources and continue our commitment to clarity.
How celavioner’s approach compares
| Features | celavioner process | Typical approach | DIY planning |
|---|---|---|---|
| Initial needs assessment | Always included | Sometimes | Rarely |
| Analytical review provided | Comprehensive | Limited | None |
| Personal consultations | One-on-one | Group only | Not available |
| Ongoing support | Client-focused | Varies | None |