How sonunvolunum Supports Your Planning
Our transparent process
Discover how our consultants guide Australians through practical financial planning. With clear communication and step-by-step support, sonunvolunum ensures your experience is personal and transparent. We focus on understanding your needs and delivering solutions that fit your goals.
Meet the sonunvolunum Team
Alex Thomson
Lead Consultant
Alex brings over a decade of experience in financial planning within Australia. He is dedicated to helping clients clarify their objectives and make well-informed decisions through transparent, honest advice.
Priya Mehra
Senior Consultant
Priya’s approach is client-focused and practical, ensuring each consultation addresses individual concerns. She is committed to upholding ethical standards and providing ongoing support to clients.
Jason Lee
Consultant
Jason specialises in helping clients navigate complex financial scenarios. He believes in clear communication and making the planning process accessible for every Australian.
Our Step-By-Step Consultation Approach
Alex Thomson
Lead Consultant
"Every client’s situation is unique. Our role is to listen, understand your goals, and provide clear, practical guidance at every stage of your planning journey."
Step 1
Initial Consultation
We start by discussing your goals and current situation to understand what matters most to you.
Step 2
Needs Assessment
Our consultants analyse your information and identify opportunities for practical solutions.
Step 3
Develop Recommendations
You receive tailored, transparent recommendations with clear explanations and options.
Step 4
Follow-Up Support
Our team remains available for ongoing support and adjustments as your needs evolve.
Compare Our Service Approach
| Features | Personal Consultation | Team Review | Ongoing Support |
|---|---|---|---|
| Australian market expertise | Yes | Yes | Yes |
| Transparent recommendations | Yes | Yes | Yes |
| Ongoing communication | No | Yes | Yes |
| Regular progress reviews | No | Yes | Yes |
| Individual needs assessment | Yes | Yes | Yes |