Our Approach to Financial Planning
We combine analytical reviews, confidential consultations, and transparent communication to guide clients through complex decisions.
Meet Our Specialist Team
Experience, analytical skill, and client-centred support
Our team consists of experienced professionals dedicated to providing unbiased, confidential consultations and data-driven insights to help you better understand your options.
Each team member brings a unique perspective and a commitment to supporting informed decisions.

Michael Turner
Senior Consultant
Brings over 15 years of financial sector experience.
Michael has advised a diverse range of clients, focusing on analytical reviews and transparent consultation. He believes in making complex topics accessible.
“Clear guidance empowers clients.”
Awarded industry recognition
Keynote speaker

Rachel Evans
Consultation Specialist
Expert in client support and solution-focused analysis.
Rachel combines deep analytical skills with a passion for client service. She is dedicated to delivering clarity and ongoing support.
“Every situation deserves thoughtful analysis.”
Led client projects

David Lee
Analytical Advisor
Specialises in scenario analysis and transparent communication.
David’s expertise lies in breaking down complex decisions and helping clients understand their available options. He values open, honest dialogue.
“Transparency builds confidence.”
Your financial planning journey is in capable hands.
Our Consultation Process Explained
We take a methodical approach to every engagement, ensuring each step is transparent and tailored to your needs.
Initial Consultation and Discovery
Begin by discussing your circumstances, objectives, and any specific areas of concern in a confidential setting.
Process Goals
Establish rapport and understand your unique situation.
What We Do
Gather relevant information, clarify your goals, and identify any immediate questions or challenges you may have.
How We Do It
Use structured questionnaires and open discussion to ensure no important detail is overlooked.
Our Tools
Confidential forms, secure communications
Expected Outcomes
Summary of objectives and concerns shared with you
Comprehensive Analytical Review
We conduct a thorough analysis of your current arrangements and relevant data.
Process Goals
Identify strengths, gaps, and opportunities for improvement.
What We Do
Review documentation, existing arrangements, and available information to form an objective foundation for recommendations.
How We Do It
Apply analytical frameworks and scenario analysis to assess various pathways.
Our Tools
Data analysis, scenario planning tools
Expected Outcomes
Written analytical review and supporting materials
Consultation and Recommendations
Present findings and discuss possible next steps in a transparent manner.
Process Goals
Ensure you understand available options and implications.
What We Do
Walk you through each recommendation, answer questions, and ensure clarity on all points.
How We Do It
Use plain language and clear visuals to explain findings and logic.
Our Tools
Presentation materials, Q&A session
Expected Outcomes
Consultation summary and actionable options
Ongoing Support and Updates
Continue to provide support as your needs or circumstances change over time.
Process Goals
Maintain clarity and confidence for future decisions.
What We Do
Offer regular check-ins, updates, and respond to emerging questions to ensure ongoing support.
How We Do It
Scheduled calls, secure messaging, and timely updates as needed.
Our Tools
Secure communication platforms, follow-up reports
Expected Outcomes
Periodic updates and documentation
Our Service Comparison
See how laxonivelia differs from other consultative providers
laxonivelia
Detailed, analytical, unbiased
Analytical reviews
In-depth, scenario-focused analysis
Ongoing support
Continuous updates and check-ins
Transparent process
Clear steps and communication
Experienced team
Years of specialised expertise
Alpha Consult
General review, less detailed
Analytical reviews
In-depth, scenario-focused analysis
Ongoing support
Continuous updates and check-ins
Transparent process
Clear steps and communication
Experienced team
Years of specialised expertise
Beta Advice
Standard support, limited updates
Analytical reviews
In-depth, scenario-focused analysis
Ongoing support
Continuous updates and check-ins
Transparent process
Clear steps and communication
Experienced team
Years of specialised expertise