Discover Our Financial Planning Methodology
We blend analytical reviews with a consultative, client-focused approach. Our process is designed to offer clarity, transparency, and ongoing support as you navigate important decisions.
Meet the brelithenov Team
A diverse group of advisors dedicated to supporting your financial journey.
Sarah Williams
Senior Advisor
Specialisations
Sarah brings a wealth of knowledge and a passion for helping clients achieve clarity.
Recognition
Industry service award
Leadership
Mentored junior advisors
Sarah Williams
Senior Advisor
Specialisations
Sarah brings a wealth of knowledge and a passion for helping clients achieve clarity.
Recognition
Industry service award
Leadership
Mentored junior advisors
James Patel
Financial Consultant
Specialisations
James provides analytical insights and is known for his clear, approachable communication.
Certified
Professional accreditation
Client Service
High client satisfaction
James Patel
Financial Consultant
Specialisations
James provides analytical insights and is known for his clear, approachable communication.
Certified
Professional accreditation
Client Service
High client satisfaction
Emily Chen
Client Advisor
Specialisations
Emily is dedicated to building strong relationships and supporting clients as their needs evolve.
Service
Client feedback award
Communication
Outstanding clarity
Emily Chen
Client Advisor
Specialisations
Emily is dedicated to building strong relationships and supporting clients as their needs evolve.
Service
Client feedback award
Communication
Outstanding clarity
David Nguyen
Planning Specialist
Specialisations
David combines analytical skills with a practical approach to support informed decisions.
Innovation
Developed planning tools
Reliability
Consistent client trust
David Nguyen
Planning Specialist
Specialisations
David combines analytical skills with a practical approach to support informed decisions.
Innovation
Developed planning tools
Reliability
Consistent client trust
Our Financial Planning Process
We guide each client through a structured, transparent journey focused on clarity, trust, and ongoing support.
Initial Consultation and Listening
We begin with a conversation to understand your needs and objectives. This sets the foundation for personalised guidance.
Our Goal
Establish your goals and priorities.
What We Do
Discuss your current situation, future aspirations, and any immediate concerns. Identify what matters most to you.
How We Do It
Through open dialogue, we ensure all information is gathered accurately and respectfully.
Tools We Use
Consultation meetings, secure information forms.
Expected Outcomes
Summary of goals and priorities for further review.
Analytical Review and Assessment
Our team conducts a thorough review, analysing your current position and available options in detail.
Our Goal
Gain a clear understanding of your situation.
What We Do
Review relevant information, examine available data, and identify opportunities and areas for improvement.
How We Do It
Use analytical tools to interpret data, ensuring findings are relevant and easy to understand.
Tools We Use
Analysis software, market data, reporting tools.
Expected Outcomes
Analytical report with findings and insights.
Consultative Guidance Session
We discuss our findings with you, providing practical recommendations tailored to your needs and preferences.
Our Goal
Present clear options for your consideration.
What We Do
Walk you through the analytical review, answering questions and addressing concerns. Explore possible next steps.
How We Do It
Maintain open communication, encourage questions, and ensure recommendations are clearly explained.
Tools We Use
Presentation materials, Q&A session.
Expected Outcomes
Personalised guidance and action plan.
Ongoing Support and Relationship
Support continues as your needs and circumstances evolve, ensuring you always have a trusted point of contact.
Our Goal
Maintain a relationship for lasting support.
What We Do
Provide regular updates, adapt guidance as your situation changes, and stay available for future questions.
How We Do It
Periodic check-ins, prompt responses, and dedicated communication channels.
Tools We Use
Email, phone, follow-up meetings.
Expected Outcomes
Ongoing updates and support resources.
Service Comparison Overview
See how brelithenov’s consultative approach compares to others in our field.
brelithenov
Guided consultation
Client-focused guidance
Personalised service and solutions
Transparent communication
Clarity at every stage
Ongoing relationship
Continuous support provided
Analytical reviews
In-depth review and insights
Advisor One
Standard process
Client-focused guidance
Personalised service and solutions
Transparent communication
Clarity at every stage
Ongoing relationship
Continuous support provided
Analytical reviews
In-depth review and insights
Planning Group
General review
Client-focused guidance
Personalised service and solutions
Transparent communication
Clarity at every stage
Ongoing relationship
Continuous support provided
Analytical reviews
In-depth review and insights