How we work
at novavelosylana
Our process is designed to keep financial planning straightforward and focused on your needs. We begin with an open conversation, review your goals, and develop practical next steps for your situation.
Meet our expert team
Our professionals bring diverse backgrounds and practical experience to every client.
Laura McKenzie
Managing Partner
Areas
Laura leads our team with deep knowledge of Australian financial services and a client-focused approach.
Laura McKenzie
Managing Partner
Areas
Laura leads our team with deep knowledge of Australian financial services and a client-focused approach.
David Chen
Senior Consultant
Skills
David’s expertise includes analytical reviews and support for complex planning needs.
David Chen
Senior Consultant
Skills
David’s expertise includes analytical reviews and support for complex planning needs.
Emily Wright
Planning Associate
Expertise
Emily provides research and coordinates planning steps to ensure smooth client experiences.
Emily Wright
Planning Associate
Expertise
Emily provides research and coordinates planning steps to ensure smooth client experiences.
Mark Davies
Consultant
Skills
Mark focuses on clear communication and practical strategies for our clients.
Mark Davies
Consultant
Skills
Mark focuses on clear communication and practical strategies for our clients.
Our planning process
Initial discussion
We start with a conversation to understand your needs, priorities, and expectations.
Information review
Our team examines the information you provide to identify practical next steps.
Plan development
We outline clear options and strategies, always explaining the reasoning behind each.
Ongoing support
After implementation, we remain available for ongoing support and plan adjustments as needed.
How novavelosylana compares to others
| Feature | novavelosylana | Competitor A | Competitor B |
|---|---|---|---|
| Confidential consultations | |||
| Transparent communication | |||
| Flexible planning options | |||
| Clear explanations | |||
| Ongoing support |