Our approach to financial planning solutions
We combine analytical reviews, personalised consultations, and transparent communication to support your decision-making process.
Meet our team of professionals
Experienced advisors supporting your financial plans
Our team brings together a variety of backgrounds in finance, analysis, and client support, ensuring a well-rounded approach to your needs.
Each member is committed to providing transparent, value-driven service.
James Carter
Senior Advisor
James brings over fifteen years of experience in financial planning and analytical reviews.
James has guided clients through a wide range of planning challenges, always with a focus on transparency and client priorities.
“Clear guidance makes the difference every time.”
Industry recognition
Client service award
Emily Nguyen
Client Support Lead
Emily ensures every client receives ongoing support and clear communication at every stage.
Her background in finance and dedication to service make her an invaluable resource for our clients and team.
“Support is about listening first, then acting.”
Team excellence award
Ravi Patel
Analytical Review Specialist
Ravi focuses on providing objective, detailed reviews for clients across various sectors.
With decades in financial analysis, Ravi brings clarity and depth to every client review and consultation.
“Details matter in every decision we support.”
Proudly supporting clients across Australia.
How our process works for you
We keep every step clear, collaborative, and focused on your planning needs.
Initial consultation
We begin with a discussion to understand your goals, circumstances, and what you want to achieve.
This stage is about learning and listening so we can tailor our support.
Analytical review
Our team conducts a thorough, objective review to provide insights and options for your consideration.
We explain findings and answer your questions in detail.
Ongoing support
We remain available for follow-up discussions and assistance as your needs evolve.
Continued support ensures your planning journey stays on track.
How zelarimora compares
| Features | zelarimora standard | Typical provider | Self-directed |
|---|---|---|---|
| Personalised consultations | Yes | No | No |
| Transparent communication | Yes | Sometimes | No |
| Analytical review included | Yes | Sometimes | No |
| Ongoing client support | Yes | No | No |