valasavianium

Our Financial Planning Methodology

Discover our step-by-step approach to financial planning, focused on transparency, analytical reviews, and practical support for Australian clients. Every process is designed to empower your decisions and ensure clear communication.

Meet Our Dedicated Team

Our experienced team delivers practical support and clear insights to every client.

Sophie Williams

Sophie Williams

Senior Financial Consultant

Master of Finance Monash University

12 years "Financial planning"

BluePeak Advisors

Certifications:

Certified Financial Planner Australian Financial Services Licensee

Methods:

Analytical review Transparent process Client-first approach Market analysis Regulatory compliance Privacy safeguards

Key skills:

Active listening Clear explanation Ethical practice Process clarity

Achievements:

500+ clients supported

Award for client service

Developed review protocols

Led compliance initiatives

Brings client-focused advice and practical solutions.

Daniel Kim

Daniel Kim

Financial Planning Specialist

Bachelor of Commerce University of Sydney

10 years "Financial analysis"

Harper Group

Certifications:

Registered Tax Practitioner ASIC RG146 Compliant

Methods:

Personal consultation Data analysis Regulatory review Documentation clarity Fee transparency

Key skills:

Analytical skills Transparency Client support Data accuracy

Achievements:

Reviewed 1,200+ plans

Process improvement leader

Speaker at industry events

Recognised for accuracy

Known for attention to detail and data-driven reviews.

Priya Patel

Priya Patel

Client Relationship Manager

Diploma in Financial Planning RMIT University

8 years "Client support"

Urban Leaf

Certifications:

Client Service Accreditation Australian Financial Services Licensee

Methods:

Ongoing client support Needs assessment Feedback integration Process follow-up Confidentiality assured

Key skills:

Clear communication Empathy Follow-through Problem-solving

Achievements:

Outstanding support award

Maintained client retention

Optimised feedback loops

Recognised for empathy

Expert in communication and ongoing support.

Anthony Lee

Anthony Lee

Regulatory Compliance Advisor

Graduate Diploma in Law University of Melbourne

9 years "Regulatory compliance"

BrightPath

Certifications:

Compliance Professional Australian Financial Services Licensee

Methods:

Policy review Risk assessment Legal clarity Process audits Privacy protection

Key skills:

Attention to detail Regulation knowledge Process audit Risk management

Achievements:

Led compliance audits

Developed risk protocols

Legal review expert

Award for diligence

Ensures all services adhere to Australian regulations.

Our Process Steps

1

Initial Consultation

We discuss your needs, outline our process, and clarify any relevant APR rates or fees.

2

Tailored Options

You receive practical recommendations and transparent documentation for review.

3

Review and Clarify

We answer your questions and make sure you understand all terms.

4

Ongoing Support

Our team remains available for further guidance as your needs evolve.

Team planning process steps

Compare Our Planning Solutions

See how valasavianium stands apart with transparency and client support.

Features
Our edge
valasavianium team
Transparent, client-focused
Others
Limited transparency
Clear documentation
Easy-to-read, detailed files
Fee disclosure
APR rates and fees outlined
Ongoing support
Help available at every stage
Australian expertise
Local market knowledge
Total Features
4
0