Our methodology for financial planning
How we support your planning journey
velasioquint blends experienced Australian consultants with robust analytical review tools to provide tailored guidance for your individual needs. Strict compliance and transparent processes ensure the best support for informed financial decisions. Results may vary.
velasioquint’s key consultants
Get to know the team behind velasioquint’s approach
Emma Davies
Lead Consultant
Specialisation
Scenario analysis
Skills
Emma has helped clients simplify decision-making with scenario reviews and practical advice for more than a decade.
Liam Lee
Senior Advisor
Specialisation
Regulatory processes
Skills
Liam is focused on regulatory adherence and ensures our advice is always clear and compliant for every client.
Grace Robinson
Financial Planner
Specialisation
Client planning
Skills
Grace supports clients through careful planning sessions, offering individual solutions and ongoing support at velasioquint.
Daniel Pratt
Consultation Analyst
Specialisation
Analytical review
Skills
Daniel delivers analytical tools and insight for those seeking clarity on financial decisions and pathways.
How our process works
Discovery session
We listen to your objectives, gather relevant information, and clarify your main priorities for financial planning.
Analytical review
Your situation is modelled using analytical tools to explore possible options, ensuring transparent comparison of paths.
Consultant recommendations
An experienced consultant provides clear, regulation-aligned recommendations suitable to your goals and needs.
Ongoing support
After initial steps, clients receive access to support for future questions or updated planning requirements.
Compare your options
How velasioquint’s approach differs from competitors
velasioquint
Consultant-led, transparent process
Personalised review approach
Consultant-led, tailored planning process
Analytical comparison tools
Scenario analysis included
Australian regulatory focus
Consultations and compliance reviewed
Dedicated client support
Direct contact with consultants
FinancePro
Standard review process
Personalised review approach
Consultant-led, tailored planning process
Analytical comparison tools
Scenario analysis included
Australian regulatory focus
Consultations and compliance reviewed
Dedicated client support
Direct contact with consultants
AustraPlan
Automated guidance platform
Personalised review approach
Consultant-led, tailored planning process
Analytical comparison tools
Scenario analysis included
Australian regulatory focus
Consultations and compliance reviewed
Dedicated client support
Direct contact with consultants