How Our Consultation Approach Works

We provide independent guidance using zero-based budgeting principles, carefully adapted to the Australian context. Each consultation is structured to focus on your needs and values, with no emphasis on product sales or commissions. Our simple process helps you clarify resource allocation, review your spending, and consider your goals, so you always make informed, confident decisions. Results may vary, and we encourage ongoing questions and feedback to ensure continuous progress.

Meet Our Team

Experienced professionals dedicated to your financial clarity

Louise Carter

Louise Carter

Lead Consultant

Sydney NSW

Area

Zero-based budgeting

Skills

Communication Analysis Guidance

Louise applies over 12 years of experience helping clients align their budgets with their core values in practical, approachable ways.

Samuel Lee

Samuel Lee

Senior Advisor

Melbourne VIC

Area

Independent recommendations

Skills

Strategy Objectivity Problem-solving

Samuel’s practical advice and unbiased feedback empower individuals and families to make grounded, confident financial decisions.

Priya Rajan

Priya Rajan

Client Liaison

Brisbane QLD

Area

Client communication

Skills

Listening Empathy Support

Priya bridges client questions and our advisory team, ensuring every consultation is personalised and responsive.

James Forster

James Forster

Analyst

Perth WA

Area

Financial analysis

Skills

Research Detail Adaptability

James brings a sharp analytical eye to every session, supporting clients as they adopt zero-based budgeting in practical steps.

Our Consultation Process Explained

We make adopting zero-based budgeting straightforward, breaking down each session into simple, manageable steps tailored to your individual situation and values.

Australian team financial consultation process

Initial Needs and Values Assessment

Review of Current Expenditures

Creation of a Zero-Based Budget

Independent Feedback and Refinement

Continued Support and Adjustment

Why Our Consultation Approach Stands Out

A clear comparison between our method and conventional budgeting guidance

Our focus on individual consultation and values-based advice distinguishes us from standard approaches in the Australian financial advice landscape.

Velonamora Consultations

Personalised, independent, value-aligned guidance

4.9/5
Session based

Standard Budgets

Generic, template-based, often product-led

3.4/5
Standard fees

Personalisation Level

Advice unique to your priorities

Velonamora Consultations 93%
Standard Budgets 54%

Independence

No promotion of financial products

Velonamora Consultations 98%
Standard Budgets 48%

Clarity of Process

Simple, step-by-step approach

Velonamora Consultations 91%
Standard Budgets 61%

Continued Support

Ongoing access to advice

Velonamora Consultations 90%
Standard Budgets 42%