Our Planning Methodology
Step by Step
Our financial planning methodology is designed to offer practical, transparent guidance tailored to each client’s needs. Beginning with a thorough understanding of your current position, we conduct analytical reviews and facilitate personal consultations to clarify your options. Ongoing support ensures you remain informed and confident as circumstances change. Every step is shaped by integrity, industry standards, and a genuine commitment to your long-term goals. We work collaboratively, adapt to new information, and prioritise clear communication throughout the process.
Meet Our Team of Advisors
Experienced, dedicated, and focused on your needs.
Sarah Evans
Senior Advisor
Skills
Sarah brings a wealth of experience and a client-focused approach to every consultation, ensuring practical, clear guidance.
Industry Recognition
Award-winning advisor
Leadership
Team mentor
James Parker
Advisor
Skills
James is known for his careful analysis and attention to detail, helping clients feel confident in every decision.
Project Success
Led key initiatives
Ethics
Compliance leader
Priya Singh
Advisor
Skills
Priya’s approachable style and transparent communication make her a trusted advisor for clients seeking clarity.
Client Care
Highly rated support
Innovation
Introduced new processes
Michael Tan
Advisor
Skills
Michael’s local knowledge and attentive service help clients understand every step of the planning process.
Trusted Advisor
Strong client trust
Growth
Supported development
Our Collaborative Planning Process
Sarah Evans
Senior Advisor, dosomirievara
"Our approach ensures every client receives tailored, practical guidance and ongoing support. Clarity and trust are at the heart of what we do, every step of the way."
Step 1
Initial Consultation
We listen to your current situation, answer questions, and outline our planning process together.
Step 2
Analytical Review
Our team reviews your information, analyses possible directions, and prepares tailored recommendations.
Step 3
Personalised Discussion
We meet to discuss options, clarify next steps, and ensure you understand all proposed solutions.
Step 4
Ongoing Support
After decisions are made, we continue with regular check-ins and updates to support your progress.
Comparing Approaches
How dosomirievara differs from other planning providers
dosomirievara
Client-focused, transparent guidance
Personal Consultations
One-on-one discussions and advice
Ongoing Support
Continued check-ins and updates
Transparent Fees
All terms explained in advance
Local Expertise
Advice tailored to Australian law
Firm A
General financial advice
Personal Consultations
One-on-one discussions and advice
Ongoing Support
Continued check-ins and updates
Transparent Fees
All terms explained in advance
Local Expertise
Advice tailored to Australian law
Firm B
Standardised solutions offered
Personal Consultations
One-on-one discussions and advice
Ongoing Support
Continued check-ins and updates
Transparent Fees
All terms explained in advance
Local Expertise
Advice tailored to Australian law