Our planning process
explained
At zelanastroneona, our methodology is designed to ensure clarity and confidence at every stage of your financial planning journey. We begin with an in-depth understanding of your unique situation and objectives, followed by a thorough analytical review conducted by experienced consultants. Our process incorporates transparent communication and regular updates, keeping you involved in all key decisions. We consider current market dynamics and relevant regulations specific to Australia, ensuring our guidance reflects the latest developments. Each consultation is personalised—never generic—so you receive insights and recommendations tailored to your needs. While we strive for accuracy and professionalism, results may vary depending on individual circumstances. Our commitment is to provide ethical, client-focused support, helping you navigate options with confidence.
Meet our experienced consultants
Our team combines diverse backgrounds and practical expertise to deliver tailored, ethical financial planning.
Alexandra Reid
Lead Consultant
Expertise
Alexandra leads our consulting team with a focus on transparency and personal service for every client.
Industry recognition
Awarded for ethical standards
Client satisfaction
Consistently positive feedback
David Lee
Senior Advisor
Expertise
David brings strategic insight and a deep understanding of market trends to client consultations.
Thought leadership
Published industry articles
Market analysis
Led complex reviews
Priya Singh
Financial Consultant
Expertise
Priya is known for her clear communication and dedication to understanding each client's needs.
Client focus
Recognised for client care
Process improvement
Enhanced consultation steps
Michael Brown
Consultant
Expertise
Michael supports our team through detailed analysis and coordination of client projects.
Team support
Streamlined workflows
Research projects
Delivered market insights
How our process works
Alexandra Reid
Lead Financial Consultant
"Our process is built on transparency and professionalism. We believe each client deserves a tailored approach, informed by the latest market knowledge."
Step 1
Initial consultation
We begin with a conversation to understand your financial objectives, priorities, and current circumstances.
Step 2
Analytical review
Our team conducts a detailed review, considering market dynamics and regulatory requirements relevant to your situation.
Step 3
Personalised recommendations
Based on our analysis, we provide tailored insights and explain your available options in clear, direct language.
Step 4
Ongoing support
We remain available for follow-up questions, updates, and continued guidance as your needs evolve.
How we compare
Key differences in our client approach