Our Consultation Methodology Explained
Discover how our tailored process delivers clarity and supports practical financial planning decisions for every client.
Ethical Approach
Compliance with Australian regulations and transparency at every stage.
Analytical Reviews
In-depth analysis and structured consultations for your needs.
Meet the Advisory Team at hasoeonanari
Alex Turner
Senior Advisor
Alex brings over fifteen years of experience in financial consultation, focusing on analytical reviews and transparent client relationships. He is passionate about supporting clients with practical, compliance-driven advice tailored to individual needs.
Jessica Wong
Advisory Partner
Jessica specialises in personal and business consultations, ensuring every recommendation is grounded in ethical standards and real-world analysis. She values clarity and communication in her approach.
Priya Nair
Director
Priya leads the team with a commitment to integrity and continuous improvement. Her expertise ensures clients benefit from robust, compliant financial solutions and ongoing advisory support.
How Our Consultation Process Works
We guide you through each step, from initial enquiry to practical recommendations, always prioritising transparency and compliance.
Initial Contact and Assessment
We begin with a confidential conversation to understand your priorities and requirements.
A dedicated advisor reviews your needs, discusses your objectives, and ensures all information is handled securely and in line with regulations.
Analytical Review and Research
Our team conducts an in-depth analysis of your situation and market context.
We use industry data and experience to prepare a structured review, identifying areas where tailored advice may offer clarity or strategic value.
Personalised Consultation
You receive a detailed consultation, focusing on your objectives and available options.
We present our findings, answer your questions, and discuss practical next steps within a transparent, supportive conversation.
Recommendations and Ongoing Support
Our advisors provide practical recommendations and offer future check-ins as needed.
You receive a summary of the consultation, with opportunities for follow-up and ongoing advisory support according to your preferences.
How Our Consultation Process Works
We guide you through each step, from initial enquiry to practical recommendations, always prioritising transparency and compliance.
Service Comparison
How hasoeonanari’s consultation-focused approach stands out
hasoeonanari
Consultation-based solutions
Personalised advice
Tailored to your needs
Compliance focus
Australian regulations followed
Confidential service
Strict privacy protocols
Structured reviews
In-depth analysis provided
Provider A
General advice service
Personalised advice
Tailored to your needs
Compliance focus
Australian regulations followed
Confidential service
Strict privacy protocols
Structured reviews
In-depth analysis provided
Provider B
Standard consultation
Personalised advice
Tailored to your needs
Compliance focus
Australian regulations followed
Confidential service
Strict privacy protocols
Structured reviews
In-depth analysis provided