Our analytical approach and process
At fevalontri, we follow a meticulous process designed to put your needs, risk tolerance, and preferences front and centre. Each step is structured, yet flexible enough to adapt to your unique situation. Our goal is to ensure every recommendation is backed by current market data, thorough analysis, and a clear understanding of your objectives. You’ll never be rushed—each session is conversational, confidential, and tailored to your comfort. We pride ourselves on fostering long-term relationships by being transparent about our process and never pressuring you into decisions.
Meet your advisory team
Tessa Gill
Senior Consultant
Tessa brings over 12 years of experience in tailored financial consultations, with an emphasis on client trust and clear communication. Her approach is to foster supportive discussions, ensuring clients have a full picture before making informed choices. She is dedicated to ongoing professional development and ethical standards.
Anton Tran
Market Analyst
Anton specialises in analytical market reviews and resource allocation strategies. He is known for his methodical attention to detail and helps clients connect trends with practical steps. Anton values data-driven consultation and believes every session should empower clients with objective insights.
David Li
Client Relations Lead
David ensures every client receives a high level of clarity and ongoing support. He oversees our follow-up process and prioritises building trust and long-standing relationships. David’s expertise in guiding conversations helps clients feel comfortable exploring their financial needs at their own pace.
How our consultation process works
Clarity and transparency at every stage, from your first question to ongoing support
Initial discovery session
We begin with a confidential discussion to understand your current goals and specific needs. This stage is conversational, not transactional.
You are encouraged to share as much or as little as you’re comfortable with, ensuring that the process centres your perspective and priorities.
In-depth analytical review
Our team conducts an evidence-based review focused on relevant market dynamics and available resources.
This includes exploring options and analysing data to identify practical next steps that align with your risk tolerance and preferences.
Tailored recommendations
Based on our findings, we provide unbiased suggestions during a structured consultation. You are never pressured to act immediately.
Recommendations are context-driven and explained in straightforward terms to help you make informed choices comfortably.
Ongoing support and adaptation
Financial needs evolve, and our relationship doesn’t end at the first session. We’re available for further questions and review.
As circumstances or priorities change, we offer follow-up support and guidance to ensure your decisions remain relevant.
How we compare
What distinguishes our consultation process?