How Our Financial Planning Approach Works
Explore our transparent, step-by-step consultation process. Clients in Australia benefit from experience, research, and client-centric support.
Years Experience
Advisors
Clients
Meet Our Advisory Team
Experienced, qualified, and committed to clarity.
Alex Harper
Lead Consultant
Key Skills
Alex specialises in practical advisory, up-to-date methods, and thorough regulatory knowledge.
Rita Simmonds
Senior Advisor
Expertise
Rita brings strong analytical and communication strengths and helps drive transparent processes.
Patrick Lowe
Advisory Specialist
Expertise
Patrick’s detailed review work and focus on compliance benefit every client.
Sophie Lim
Client Relations
Key Skills
Sophie is known for thorough documentation and a supportive, prompt communication style.
What To Expect From Our Process
Every consultation is a transparent, step-by-step discussion focused on your goals, compliance, and informed decision-making.
Initial Discovery Consultation
We begin with a confidential discussion to understand your unique needs, outline your current situation, and identify objectives. This lays the foundation for a practical and tailored advisory journey.
Lasts up to one hour, scheduled at your convenience.
Research & Analytical Review
After your initial consultation, our advisors perform a detailed analytical review using up-to-date industry research, always adhering to Australian regulatory standards for unbiased results.
Delivered within two business days of your session.
Tailored Documentation & Communication
You receive clear, actionable documentation that summarises key findings and options, followed by direct communication to answer questions and plan next steps.
Ongoing updates as needed, including follow-ups.
How novaluxeurexa Differs From Others
Focused on clarity, transparency, and client partnership in Australia