How our methodology works
Transparent, analytical, and user-driven approach every step
Our methodology is based on listening, understanding, and providing solutions designed for your real goals.
Meet the cristavionos team
Blending expertise and client-first commitment
Lisa Brennan
Lead Advisor
Expertise
Lisa’s focus is on clear dialogue and creating solutions that genuinely reflect client priorities.
Skills
James Taylor
Senior Consultant
Expertise
James is known for analytical perspective and attention to both compliance and transparency.
Skills
Priya Singh
Client Relations
Expertise
Priya ensures clients receive caring support and open communication throughout collaborations.
Skills
William Chen
Compliance Specialist
Expertise
William’s expertise helps ensure every solution aligns with changing Australian regulations.
Skills
Our consulting process explained
Lisa Brennan
Lead Advisor, cristavionos
"Every step is focused on genuinely understanding your goals so our solutions are always clear and practical."
Day 1
Initial consultation
Discuss your current situation, ambitions, and preferences with our team so we can tailor our approach to you.
Day 2-3
Analytical review
We review your information using up-to-date tools, considering regulations and market context relevant to your needs.
Day 4-5
Personalised recommendations
Receive proposed solutions and insights in a clear and accessible format for your feedback and questions.
Week 1+
Ongoing support
Our team remains available for questions and future reviews, ensuring recommendations adapt to any change.
How we compare
Service differences to know