How our financial planning process supports you
Our methodology combines comprehensive needs assessment, transparent communication, and ongoing support to deliver tailored planning solutions for individuals and businesses across Australia. Each client journey begins with a detailed review of objectives and current circumstances, followed by collaborative strategy design and regular progress updates. We believe in clear, actionable guidance that grows with your changing needs. Results may vary based on individual situations. No investment products are offered or recommended.
Satisfaction rate
Years per client
Sessions monthly
Meet our advisors
Dedicated professionals focused on clarity and client needs
Natalie Chen
Senior Advisor
Expertise
Natalie leads our Sydney team with a focus on transparent advice and analytical reviews for every client.
Natalie Chen
Senior Advisor
Expertise
Natalie leads our Sydney team with a focus on transparent advice and analytical reviews for every client.
Michael Singh
Advisor
Skills
Michael is known for practical recommendations and a commitment to ongoing client support.
Michael Singh
Advisor
Skills
Michael is known for practical recommendations and a commitment to ongoing client support.
Grace Taylor
Advisor
Areas
Grace specialises in strategy updates and ensuring client plans evolve with changing circumstances.
Grace Taylor
Advisor
Areas
Grace specialises in strategy updates and ensuring client plans evolve with changing circumstances.
Liam Evans
Advisor
Strengths
Liam’s expertise lies in regulatory compliance and clear, ongoing communication with clients.
Liam Evans
Advisor
Strengths
Liam’s expertise lies in regulatory compliance and clear, ongoing communication with clients.
Our step-by-step consultation process
We guide you through each phase, from initial assessment to ongoing reviews, ensuring you stay informed and supported as your needs evolve.
Initial enquiry and needs discussion
We begin by understanding your goals and present situation through a detailed conversation.
Our advisors listen carefully to your objectives and answer any questions, ensuring a clear understanding before moving forward.
Comprehensive analysis and documentation
We review your financial position, document key information, and identify relevant considerations.
This includes a methodical assessment of your current resources and any regulatory factors to ensure recommendations are suitable.
Collaborative strategy development
We work with you to develop an actionable plan, outlining clear steps and alternatives.
You’ll receive recommendations explained in plain language, with time to discuss options and ask questions before deciding.
Review, feedback, and ongoing support
After implementing your plan, we provide regular reviews and updates, adapting to changes as needed.
Our support continues with periodic check-ins, ensuring your plan remains aligned with evolving goals and circumstances.
Our step-by-step consultation process
We guide you through each phase, from initial assessment to ongoing reviews, ensuring you stay informed and supported as your needs evolve.
How selunmirataria compares
See what sets our process apart from traditional planning services
Explore the key differences between selunmirataria’s approach and more conventional financial planning firms. Our focus is on clarity, flexibility, and responsive ongoing service.
selunmirataria consultation
Transparent, client-focused planning and ongoing support
Personalised process
Consultation adapts to your objectives and changes
Transparent communication
Clear updates and open dialogue throughout
Flexible meetings
Online or in-person options available
Ongoing support
Regular reviews and continuous updates included
Regulatory compliance
Strict adherence to Australian standards
Traditional firm
Standardised process, less emphasis on ongoing support
Personalised process
Consultation adapts to your objectives and changes
Transparent communication
Clear updates and open dialogue throughout
Flexible meetings
Online or in-person options available
Ongoing support
Regular reviews and continuous updates included
Regulatory compliance
Strict adherence to Australian standards