Advisors discussing financial analysis

Our working methodology

How we deliver practical guidance

Our approach combines analytical reviews, personalised consultations, and strict privacy compliance to deliver financial planning guidance that is clear and unbiased. We focus on supporting your decision-making, not promoting products.

Meet the aelavorique team

Experienced professionals guiding your financial decisions

Olivia Chen

Olivia Chen

Senior Advisor

Master of Finance University of Melbourne

18 years "Personal consultation"

Melbourne Consulting

Certifications:

Certified Financial Planner Diploma of Financial Services

Methods:

Needs analysis Risk assessment Scenario modelling Regulatory compliance Analytical review Client interviews

Key skills:

Analytical thinking Communication Ethical conduct Client focus

Results:

Published industry articles

Led compliance initiatives

Award for client service

Panel speaker at conferences

Analytical, client-focused, and dedicated to clarity.

James Taylor

James Taylor

Consultant

Bachelor of Commerce University of Sydney

22 years "Analytical review"

Sydney Advisory Group

Certifications:

Registered Financial Adviser Diploma of Financial Planning

Methods:

Qualitative assessment Needs analysis Scenario modelling Compliance review Client interviews

Key skills:

Attention to detail Communication Objectivity Problem solving

Results:

Recognised for transparency

Developed review frameworks

Guest on finance panels

Mentored junior advisors

Practical, thorough, and committed to integrity.

Priya Nair

Priya Nair

Client Relations Manager

Master of Business Administration UNSW Sydney

12 years "Client communication"

Sydney Client Services

Certifications:

Client Service Excellence Diploma of Management

Methods:

Client interviews Needs analysis Feedback review Process improvement Client support

Key skills:

Empathy Responsiveness Organisation Professionalism

Results:

Boosted client satisfaction

Implemented feedback systems

Led support teams

Award for service excellence

Supportive, responsive, and attentive to client needs.

Liam O'Connor

Liam O'Connor

Regulatory Specialist

Bachelor of Laws Monash University

15 years "Regulatory review"

Melbourne Legal Advisors

Certifications:

Compliance Management Advanced Regulation

Methods:

Regulatory compliance Analytical review Scenario modelling Process audit Risk assessment

Key skills:

Legal analysis Attention to detail Compliance Communication

Results:

Ensured audit readiness

Trained teams on compliance

Contributed to regulatory manuals

Award for regulatory excellence

Detail-oriented, methodical, and upholds compliance.

Our consultation process

Every step is designed to support your understanding and confidence

1

Initial discussion

We start with a conversation to understand your background and goals.

This helps us tailor our approach to you.

2

Analytical review

Our team performs a thorough review of your circumstances.

We use established frameworks and industry standards.

3

Personal consultation

We meet to discuss findings and answer your questions.

You receive unbiased information and practical perspectives.

4

Ongoing support

We remain available for follow-up questions and further guidance.

Your needs drive future discussions and reviews.

Guidance comparison dashboard

See how aelavorique stands apart from others in the industry

Compare our approach to traditional financial service providers in Australia using these key criteria.

aelavorique

Analytical reviews, unbiased consultations, strict privacy

4.8/5
Consultation

Traditional firms

Product promotion, sales incentives, less personalised

3.2/5
Consultation

Transparency of advice

Clarity and openness in all interactions

aelavorique 95%
Traditional firms 60%

Privacy compliance

Adherence to Australian privacy laws

aelavorique 100%
Traditional firms 70%

Personal attention

Consultations tailored to individual needs

aelavorique 90%
Traditional firms 55%

Analytical approach

Evidence-based, objective reviews

aelavorique 92%
Traditional firms 65%