How janilverosrivia approaches financial planning
At janilverosrivia, we believe effective financial planning starts with understanding each client’s unique situation. Our process is built on thorough consultations, analytical reviews, and a transparent exchange of information. We focus on building relationships based on trust and open communication, ensuring you always know your options. Our advisors keep informed about regulatory changes and market developments, enabling us to provide relevant, practical guidance for Australian clients. We value clarity, flexibility, and ongoing support, tailoring every step to your needs while upholding the highest standards of privacy and integrity.
Meet our expert team
Professional advisors dedicated to your goals
Olivia Turner
Senior Advisor
Expertise
Olivia brings extensive industry knowledge and a warm, client-focused approach to every meeting.
Advisor of the Year
Awarded for outstanding client service
Market Insights Lead
Led key analytical projects
David Brown
Consultant
Expertise
David’s background in financial reviews and personal consultations helps clients feel confident and informed.
Client Service Award
Recognised for dedication to clients
Process Optimisation
Streamlined advisory workflows
Priya Singh
Financial Planner
Expertise
Priya’s analytical skills and commitment to ethical standards ensure transparent, effective planning for every client.
Ethics Champion
Recognised for integrity in advice
Team Collaboration
Led team projects
Liam Chen
Client Relations Lead
Expertise
Liam ensures every client receives ongoing support and feels valued throughout their journey with janilverosrivia.
Best Client Care
Awarded for dedication to support
Feedback Leader
Improved client engagement
Our financial planning process
Every step is designed to prioritise your goals, ensure clarity, and provide ongoing support throughout your financial planning journey.
Initial consultation and needs review
We begin by listening to understand your situation, goals, and preferences.
During this phase, you’ll meet with an advisor to discuss your current financial position and aspirations. We focus on building a complete picture to inform the next steps.
Analytical review and research
Our team analyses your information and explores relevant options.
We conduct thorough research, considering regulatory guidelines and market trends to offer practical, up-to-date recommendations.
Personalised recommendations
You receive a clear summary of recommended actions tailored to your needs.
Your advisor explains the reasoning behind each recommendation, addressing questions and ensuring you understand every option.
Implementation and support
We help you put plans into action and provide ongoing support.
Once you decide on a course of action, our team assists with next steps and remains available for further guidance or adjustments as needed.
Our financial planning process
Every step is designed to prioritise your goals, ensure clarity, and provide ongoing support throughout your financial planning journey.
How we compare
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