Our consultation methodology
How we deliver clarity and tailored support
Our step-by-step consultation process ensures every client receives practical, transparent guidance that fits their needs.
Meet our team
Experienced specialists, dedicated support
Alex Chen
Lead Advisor
Master of Finance UNSW Sydney
18 years "Risk analysis"
Westpac Group
Awarded best client advisor
Published industry articles
Alex brings over 18 years of experience in analytical reviews, helping clients navigate complex financial decisions.
Samantha Lee
Compliance Officer
Bachelor of Commerce University of Melbourne
12 years "Regulatory compliance"
ANZ Banking
Recognised for regulatory expertise
Developed privacy protocols
Samantha ensures every consultation follows Australian regulations, protecting clients’ interests and privacy throughout.
Jacob Patel
Senior Consultant
Bachelor of Business Monash University
10 years "Client solutions"
NAB
Consistent client satisfaction awards
Community engagement leader
Jacob specialises in client-focused consultations, offering guidance for a wide range of financial needs.
Emily White
Support Coordinator
Diploma of Financial Services TAFE NSW
6 years "Client communications"
AMP
Optimised support workflows
Award-winning service
Emily manages client communications and ensures smooth, efficient support throughout every stage of the process.
How our process works
Every step is designed to deliver clarity, transparency, and actionable recommendations for your objectives.
Initial enquiry and assessment
We review your enquiry and identify your objectives through a focused assessment.
Once you reach out to prelavoenium, our team carefully reviews your enquiry to understand your goals and context. We’ll arrange a preliminary conversation to discuss your situation, clarify your needs, and gather relevant details. This helps us tailor our approach and ensures you receive advice most relevant to your objectives.
Personalised consultation
Our advisors provide an in-depth discussion focused on your context and questions.
During this stage, you’ll meet with a qualified advisor. We analyse your situation in detail—exploring current challenges, aspirations, and any specific requirements. Our team provides practical, analytical feedback and discusses available options, always focused on transparency and regulatory compliance. You’re encouraged to ask questions and share concerns throughout.
Solution outline and agreement
You receive a clear summary of recommendations, fees, and all terms for review.
Following consultation, we prepare a transparent outline of our suggested solutions, including all relevant terms, APR rates, and any fees. This document provides you with a clear, written summary to consider at your own pace. We answer any questions and make adjustments as needed before any agreement is finalised.
Ongoing support and review
Stay informed with regular updates and continued access to our support team.
After your agreement, our commitment continues with scheduled follow-ups and ongoing support. We provide regular updates, check-ins, and remain available for any questions or new needs that may arise. This ensures you always have access to guidance and can adapt as your situation evolves.
How we compare
| Features | prelavoenium | Others |
|---|---|---|
| Analytical reviews | ||
| Transparent terms | ||
| Ongoing support | ||
| Australian compliance | ||
| Clear fee structure |