How we approach financial planning
ozoravira’s methodology centres on personal consultations, analytical reviews, and adaptability. We prioritise practical support and honest communication, ensuring guidance is always tailored to your needs.
Meet the ozoravira team
Our team brings experience, analytical skills, and a personal approach to every consultation.
Sarah Nguyen
Senior Consultant
Specialty
Market reviews
Skills
Sarah works closely with clients to provide tailored reviews and strategic insights. Her experience ensures relevant, understandable advice.
Industry award
Recognised for analytical excellence
Client favourite
Top-rated for personal attention
James O’Connor
Consultant
Specialty
Resource allocation
Skills
James brings strategic thinking and a calm approach, making even complex planning straightforward for clients.
Innovation award
For creative planning solutions
Team mentor
Guided new consultants
Priya Patel
Consultant
Specialty
Client consultations
Skills
Priya is known for her attentive consultations, making sure every client feels heard and supported through each step.
Client award
Outstanding client care
Community focus
Supported local projects
Lucas Smith
Junior Consultant
Specialty
Adaptive planning
Skills
Lucas supports adaptive planning and brings fresh ideas to the team, helping clients adjust as circumstances change.
Tech implementation
Improved digital tools
Team contributor
Collaborative approach
Our process explained simply
James O’Connor
Consultant, strategy focus
"We believe good planning starts with listening. Our process is designed to adapt as your needs change, building trust through every step."
Initial contact
Enquiry received
We review your enquiry and assign it to the consultant best suited to your needs.
First meeting
Consultation booked
A one-on-one session is arranged to discuss your goals and current circumstances.
Review phase
Market and resource analysis
We conduct analytical reviews and discuss resource allocation strategies tailored to your objectives.
Ongoing support
Regular follow-ups
We schedule follow-up sessions to review progress and adapt plans as your situation evolves.
Compare ozoravira’s approach today
See how our consultation and review process stands out from other providers in Australia.
| Key features | ozoravira | Traditional advisor | Online-only provider |
|---|---|---|---|
| Personal consultations available | Yes, always | Sometimes | No |
| Transparent, step-by-step process | Full process | Partial | Limited |
| Regular analytical reviews | Included | Optional | Automated |
| Privacy-first client handling | Strict | Standard | Variable |