Our Consultation Methodology
How we approach financial planning
Our methodology combines analytical reviews, personalised consultations, and transparent communication to ensure every client receives guidance tailored to their needs. We emphasise responsible planning and clear explanations at every stage.
Meet Our Advisory Team
Experienced professionals dedicated to your success.
Sarah Nguyen
Lead Advisor
Expertise
Sarah leads the team with a client-first mindset and a passion for transparent communication.
Skills
Michael O'Connor
Senior Consultant
Expertise
Michael brings deep industry knowledge and a collaborative approach to every client meeting.
Skills
Priya Singh
Client Services Manager
Expertise
Priya ensures every client receives prompt attention and ongoing communication.
Skills
Liam Carter
Planning Specialist
Expertise
Liam focuses on innovative solutions and continuous improvement for client plans.
Skills
Our Four-Step Process
A structured approach for clear, responsible planning
Initial Consultation Session
Meet with an advisor to discuss your situation, objectives, and any questions you may have.
We gather relevant information to understand your unique needs.
Analytical Review and Planning
Our team conducts analytical reviews to identify suitable planning options for you.
This ensures recommendations are tailored and well-researched.
Transparent Communication
We present findings and options with clarity, explaining every detail so you feel confident moving forward.
All steps are discussed openly before decisions are made.
Ongoing Support and Review
Benefit from continued access to our team for updates, reviews, and questions.
Your plan evolves with your needs and changing circumstances.
How We Compare
Evaluating the difference in our approach
We emphasise transparency, client focus, and ethical standards in every consultation. Here’s how our solutions differ from traditional providers—without guarantees or aggressive promises.
linoreialivo Advisory
Client-focused, transparent, and ethical planning, tailored to your needs.
Transparent Communication
Clear explanations at every stage
Personalised Reviews
Recommendations based on your needs
Ethical Standards
Adherence to strict ethical guidelines
Ongoing Support
Continued client access and review
Industry Updates
Informed by latest analytical reviews
Traditional Providers
Standardised, less personalised approach to planning consultations.
Transparent Communication
Clear explanations at every stage
Personalised Reviews
Recommendations based on your needs
Ethical Standards
Adherence to strict ethical guidelines
Ongoing Support
Continued client access and review
Industry Updates
Informed by latest analytical reviews