Our tailored financial planning process
Clarity, transparency, support
Learn more about how we deliver practical financial planning guidance that’s personalised to your needs. Our step-by-step methodology is built on open communication, local expertise, and a transparent approach, helping you make decisions with confidence.
Meet our expert team
Bringing diverse experience and insight
Alex Morgan
Senior Consultant
Bachelor of Commerce University of Sydney
12 years "Client consultations"
Westpac Group
Led over 500 consultations
Awarded for client service
Alex specialises in financial planning for professionals and business owners. He is known for clear communication and practical solutions.
Priya Patel
Client Relationship Manager
Master of Finance Monash University
9 years "Communication strategies"
CBA
Recognised for client satisfaction
Developed client onboarding process
Priya builds strong client relationships and ensures each person feels heard and supported through every stage.
Megan Lee
Financial Consultant
Bachelor of Business RMIT University
6 years "Market reviews"
NAB
Presented at local finance forums
Implemented transparent reporting
Megan combines analytical skills with a focus on transparency and integrity in all consultations. She values honest, open guidance.
Michael Brown
Operations Lead
Diploma in Business TAFE NSW
15 years "Data security"
AMP
Improved security protocols
Streamlined client onboarding
Michael ensures all processes run smoothly and securely. He oversees data protection and operational effectiveness.
Our step-by-step methodology
We follow a transparent, practical process designed to deliver relevant guidance and support for every client, every time.
Initial discovery session
Information gathering
Analysis and review
Personalised recommendations
Ongoing support and follow-up
How we compare
See what sets novarionexa apart from other financial planning services
novarionexa
Local, transparent guidance
Local expertise
Understanding Australian needs
Clear terms
Transparent fee structure
Personal consultations
Tailored to each client
Ongoing support
Continued assistance
ConsultPro
Limited local expertise
Local expertise
Understanding Australian needs
Clear terms
Transparent fee structure
Personal consultations
Tailored to each client
Ongoing support
Continued assistance
FinancePath
Generic advice offered
Local expertise
Understanding Australian needs
Clear terms
Transparent fee structure
Personal consultations
Tailored to each client
Ongoing support
Continued assistance