Explore how our process works
Discover the steps leontariqova takes to deliver a personalised consultation experience. Our methodology combines analytical reviews, transparent communication, and ongoing support, ensuring you have clarity and confidence every step of the way.
Meet the leontariqova team
Our experts bring diverse experience and a passion for practical financial planning.
Jessica Lee
Principal Advisor
Expertise
Jessica leads the team with a dedication to clarity and transparency for every client.
David Ng
Senior Consultant
Expertise
David brings decades of experience and a practical approach to each consultation.
Priya Desai
Insights Specialist
Expertise
Priya offers detailed analysis and actionable insights to support your planning.
Ethan Brooks
Client Support
Expertise
Ethan ensures every client receives timely help and ongoing support at each stage.
Our step-by-step process
A transparent and supportive pathway for your financial planning
Initial consultation and discovery
We start with a conversation to understand your goals, circumstances, and questions.
This step sets the foundation for a tailored approach.
Analytical review of your situation
Our specialists conduct an analytical review of your current financial plans and objectives.
You receive clear, objective insights on available options.
Personalised guidance session
We present practical recommendations and answer your questions in detail.
Communication is transparent and focused on your needs.
Ongoing support and follow-up
After your session, we provide continued support as your needs evolve.
You’ll always have a contact for questions or changes.
How does leontariqova compare?
A closer look at our approach versus typical alternatives
leontariqova stands out for transparency, personalisation, and ongoing support, while many alternatives may lack tailored guidance or clear communication.
leontariqova approach
Personalised consultations, analytical reviews, and ongoing support
Personal consultations
Tailored sessions for each client
Ongoing support
Continued guidance after initial meeting
Analytical reviews
In-depth analysis of your situation
Transparent communication
Clear explanations and process
Proven local expertise
Understanding of Australian context
Generic service
Standardised advice, less emphasis on ongoing support
Personal consultations
Tailored sessions for each client
Ongoing support
Continued guidance after initial meeting
Analytical reviews
In-depth analysis of your situation
Transparent communication
Clear explanations and process
Proven local expertise
Understanding of Australian context