Our Advisory Methodology
In Practice
Our methodology is structured to provide clarity and confidence for every client. We begin each engagement with a detailed assessment and analytical review of your present situation. Our process is designed to ensure that all consultations are conducted in strict accordance with Australian regulations. We focus on understanding your priorities, discussing modern approaches to financial planning, and offering impartial recommendations. Our ongoing reviews ensure your plan adapts as regulations or your circumstances change. At every stage, we prioritise transparency, privacy, and compliance.
Meet our experienced team
Skilled professionals dedicated to your financial clarity
Sophie Clark
Senior Advisor
Areas
Sophie leads our advisory practice with a focus on ethical solutions and open dialogue. Her experience ensures every client receives tailored, compliant support.
Regulatory Leadership
Championed compliance standards
Client Success
Delivered ongoing support
James Patel
Financial Consultant
Expertise
James brings analytical expertise, helping clients interpret financial data and optimise their resource allocation. He is known for his detailed reviews and clear communication.
Process Optimisation
Enhanced review protocols
Client Trust
Built strong relationships
Lily Nguyen
Compliance Specialist
Specialty
Lily ensures all plans adhere to current Australian legislation. Her focus on compliance and ethics provides reassurance for clients navigating regulatory requirements.
Audit Readiness
Streamlined compliance checks
Ethical Guidance
Upheld transparency
Michael Evans
Resource Advisor
Skills
Michael specialises in evaluating resource allocation and long-term adaptability for our clients. He supports ongoing reviews and provides practical recommendations.
Resource Efficiency
Improved allocation
Client Support
Maintained engagement
Our step-by-step advisory process
We ensure that each stage supports informed choices, regulatory compliance, and ongoing adaptation to your needs and goals.
Initial assessment and consultation
Analytical review and evaluation
Strategy development and discussion
Implementation of recommendations
Ongoing review and adaptation
How our approach compares
Evaluating core features and client advantages
See the differences between our advisory-led methodology and typical industry offerings. Our focus is on compliance, clarity, and personalised support.
telumlithhelos methodology
Analytical review, consultation, compliance focus
Personalised consultation
Customised for each client
Compliance review
Aligned with regulations
Ongoing adaptation
Regular plan reviews
Objective advice
Impartial recommendations
Transparent process
Clear at every stage
Typical provider
Standardised approach, less flexibility
Personalised consultation
Customised for each client
Compliance review
Aligned with regulations
Ongoing adaptation
Regular plan reviews
Objective advice
Impartial recommendations
Transparent process
Clear at every stage