Learn more about our
consultation process
Gain insight into the structured approach we use at wyrenovalia, designed to ensure transparency and clarity in your financial planning. Our process prioritises your unique circumstances and aims to deliver practical, actionable outcomes.
Meet our experienced team
Advisors dedicated to your financial planning journey
Our team members bring a range of experience in the financial services sector, each committed to providing transparent, client-focused support.
We value ongoing professional development and a collaborative approach.
Jordan Evans
Senior Advisor
Jordan specialises in analytical reviews and personalised consultations.
With over ten years’ experience, Jordan provides practical guidance and clear communication in every session.
“Transparency is key to confidence.”
150+ clients supported
Industry recognition
Priya Singh
Lead Consultant
Priya ensures every client receives tailored support aligned with their financial priorities.
Priya’s work focuses on developing actionable steps and maintaining transparent communication throughout each engagement.
“Every client’s journey matters.”
Award-winning service
Liam Chen
Consultant
Liam brings a detail-oriented approach and a focus on ongoing guidance.
Liam combines industry knowledge and a supportive attitude to help clients navigate each step with clarity.
“Support makes planning sustainable.”
Your financial planning journey is supported by knowledgeable professionals.
Our four-step consultation approach
This process is designed to support clarity, transparency, and actionable outcomes for every client.
Initial discovery session
We begin by learning about your financial goals, needs, and current circumstances. This helps us understand your priorities and set a clear direction.
During this session, we gather information, answer questions, and outline the consultation process.
Analytical review and assessment
Our team conducts a thorough review of your financial position, identifying opportunities and potential challenges so we can provide relevant insights.
We analyse your situation and prepare a summary for discussion in the next step.
Consultation and recommendations
We present our findings, discuss actionable steps, and answer any questions to help you make informed decisions with confidence.
Our focus is on clarity, transparency, and tailoring recommendations to your goals.
Ongoing guidance and support
We offer follow-up reviews and are available for ongoing support as your needs change, ensuring your plan adapts over time.
This ensures continuity and the ability to refine your strategy as your circumstances evolve.
Compare our consultation process
See how our approach differs from other financial planning options
Understanding your choices helps you make informed decisions. Here’s how wyrenovalia’s process stands out from typical alternatives.
wyrenovalia consultation
Transparent, structured, and client-focused process
Personalised analysis
Consultations tailored for your needs
Structured process
Clear steps from discovery to support
Ongoing guidance
Continued support after consultation
Transparent communication
Clarity at every stage
Actionable insights
Practical recommendations provided
Typical provider
Often generalised and less tailored approach
Personalised analysis
Consultations tailored for your needs
Structured process
Clear steps from discovery to support
Ongoing guidance
Continued support after consultation
Transparent communication
Clarity at every stage
Actionable insights
Practical recommendations provided