Our proven consultation process
Designed to give investors clarity and peace of mind
At xeltrionavo, our methodology combines analytical reviews, market expertise, and individual attention. Every consultation empowers you with clear information on relevant fees, terms, and risks, helping you make sound decisions you can feel confident about.
Meet our advisers
Our advisers combine knowledge with a personalised approach to help you navigate key decisions.
Simon Delaney
Senior Adviser
Expertise
Simon brings over 15 years’ experience offering clear, analytical reviews for Australian clients.
Skills
Priya Patel
Client Adviser
Expertise
Priya supports clients with prompt responses and a warm, attentive approach to all inquiries.
Skills
James Wong
Market Specialist
Expertise
James focuses on making complex trends understandable for every client consultation.
Skills
Sophie Tran
Client Support
Expertise
Sophie ensures timely communication and supports clients through every stage of the process.
Skills
How our process unfolds
From the moment you reach out, we ensure transparent communication, careful review of your objectives, and thorough explanation of relevant terms. Each phase is designed for simplicity and understanding.
Initial introduction and needs review
We start with a conversation about your specific goals. This helps us understand where you are and what you seek, while setting expectations around transparency and privacy.
Personal overview
Discuss your situation and outline essential concerns.
Transparency focus
Clarify all applicable fees and consultation terms.
Market context and scenario building
Our team analyses the current market, sharing relevant trends and contextual scenarios. This collaborative review informs all recommendations presented to you.
Context sharing
Prepare and explain key market trends affecting you.
Options outlined
Present potential outcomes in clear language.
Presentation of recommendations
You receive recommendations based on your needs and the latest analytics. All guidance includes explicit disclosure of fees, APRs, and any relevant terms to keep you fully informed.
Fee clarity
Openly state all associated costs and terms.
Detailed documentation
Give written guidance for your review.
Follow-up and ongoing support
After your consultation, our support continues. We provide updates, answer new questions, and help you adapt recommendations as your needs evolve over time.
Continued service
Stay connected for future needs.
Long-term trust
Prioritise privacy and confidence in every interaction.
How we compare to other services
Discover how our consultation approach delivers transparency and ease