How We Approach Financial Planning
At madoivaunelo, our approach to financial planning is built on clarity, transparency, and a deep understanding of each client’s needs. We begin with an initial consultation to identify your objectives and concerns, followed by analytical reviews that provide insight into modern approaches to financial planning. Our team offers unbiased guidance without pressure or aggressive sales tactics. Every step of our process is conducted in accordance with Australian privacy standards and includes full disclosure of fees, terms, and relevant rates. We support you through ongoing communication, flexible scheduling, and tailored solutions designed to empower your decision-making. You will always know what to expect, and your information remains confidential throughout the entire process.
Meet Our Experienced Team
Get to know the professionals supporting your financial planning journey.
Rebecca Hayes
Master of Finance Sydney University
12 years "Planning solutions"
Harbour Group
Certifications:
Methods:
Key skills:
Awards:
Led successful client projects
Developed standard procedures
Received industry recognition
Presented at conferences
Over a decade of experience delivering tailored financial planning support.
James Carter
Bachelor of Commerce Melbourne University
8 years "Client services"
Edge Advisory
Certifications:
Methods:
Key skills:
Awards:
Consistently positive feedback
Streamlined workflow
Mentored new consultants
Award for service excellence
Dedicated to providing clear, objective support for client planning.
Priya Singh
Bachelor of Business UNSW
5 years "Process analysis"
Nova Group
Certifications:
Methods:
Key skills:
Awards:
Improved review efficiency
Recognised for accuracy
Contributed to team projects
Awarded for diligence
Brings strong analytical skills and ensures confidentiality in every review.
David Lee
Bachelor of Economics Monash University
7 years "Review process"
Pacific Advisors
Certifications:
Methods:
Key skills:
Awards:
Enhanced reporting system
Recognised by peers
Improved client feedback
Maintained compliance record
Focuses on transparent reviews and maintaining high privacy standards.
Our Consultation Process Explained
Each step is designed for clarity, transparency, and compliance with Australian standards to ensure a straightforward experience.
Initial Consultation
We discuss your objectives, concerns, and expectations to establish a clear starting point.
In this session, we gather information, introduce our approach, and outline the next steps for your financial planning process.
Analytical Review
Our team analyses your situation and prepares a detailed review based on your needs.
We use a data-driven approach, ensuring confidentiality and balanced perspectives to support your goals.
Personal Consultation
We present findings, answer questions, and discuss modern approaches to financial planning.
Clear recommendations are provided, focusing on your unique requirements and maintaining transparency throughout.
Ongoing Support
Stay informed with regular updates and access to flexible follow-up appointments.
We provide continued guidance, help you adapt to changes, and remain available for additional consultations as needed.
Our Consultation Process Explained
Each step is designed for clarity, transparency, and compliance with Australian standards to ensure a straightforward experience.
How madoivaunelo Differs From Others
Our focus is on objectivity, privacy, and transparent guidance at every step.