Our consultative planning methodology
How our process works
Get to know how velioomora approaches financial planning with a focus on transparency, analytical reviews, and ongoing support. We begin with understanding your needs, then provide clear documentation and regular updates to keep you informed and confident at every stage.
Meet our professional team
Experienced, client-focused, and dedicated to clear communication
Rachel Evans
Senior Consultant
Specialisations
Rachel brings extensive industry experience and a passion for clear, actionable advice. She leads our team in delivering transparent reviews and ongoing support.
Industry Recognition
Awarded for excellence
Team Leadership
Managed large teams
Rachel Evans
Senior Consultant
Specialisations
Rachel brings extensive industry experience and a passion for clear, actionable advice. She leads our team in delivering transparent reviews and ongoing support.
Industry Recognition
Awarded for excellence
Team Leadership
Managed large teams
Benjamin Carter
Planning Specialist
Specialisations
Benjamin is known for his analytical approach and commitment to tailored solutions. He ensures clients receive thorough, understandable documentation.
Innovation
Created new processes
Client Trust
Built strong partnerships
Benjamin Carter
Planning Specialist
Specialisations
Benjamin is known for his analytical approach and commitment to tailored solutions. He ensures clients receive thorough, understandable documentation.
Innovation
Created new processes
Client Trust
Built strong partnerships
Amelia Singh
Client Relations Lead
Specialisations
Amelia focuses on client satisfaction and consistent communication. Her dedication to support ensures all clients feel valued and understood.
Support Excellence
Outstanding client care
Certified Expert
Recognised credentials
Amelia Singh
Client Relations Lead
Specialisations
Amelia focuses on client satisfaction and consistent communication. Her dedication to support ensures all clients feel valued and understood.
Support Excellence
Outstanding client care
Certified Expert
Recognised credentials
Lucas Wright
Documentation Analyst
Specialisations
Lucas ensures all advice and reviews are clearly documented and up to date. He contributes to the team's high standards for accuracy and transparency.
Reporting Quality
Consistent accuracy
Market Insights
In-depth analysis
Lucas Wright
Documentation Analyst
Specialisations
Lucas ensures all advice and reviews are clearly documented and up to date. He contributes to the team's high standards for accuracy and transparency.
Reporting Quality
Consistent accuracy
Market Insights
In-depth analysis
Our step-by-step process
We follow a transparent, consultative methodology to ensure you receive tailored guidance and ongoing support throughout your planning journey.
Initial consultation
We start with a conversation to understand your goals, needs, and current situation. This helps us tailor our approach to your unique circumstances.
Usually takes 60 minutes
Analytical review
Our team conducts an in-depth analysis of your information and market factors. We then prepare clear, documented recommendations for your review.
Completed within five business days
Ongoing support
After recommendations are delivered, we provide regular updates and are available to address questions or changes as your needs evolve.
Support continues as required
How velioomora compares to others
| Features | velioomora consultative | Standard planning | DIY approach |
|---|---|---|---|
| Personalised consultations and reviews | Included | Limited | Not included |
| Clear documentation provided | Yes | Partial | No |
| Ongoing support from experts | Yes | Sometimes | No |
| Analytical market reviews | Yes | Limited | No |