A Structured Path to Financial Clarity
Our methodology is anchored in zero-based budgeting and is designed to help you reassess your spending from the ground up. We focus on value-driven conversations, impartial guidance, and actionable steps—supporting individuals and organisations across Australia who seek to bring their choices and underlying values closer together.
Meet Our Team
Dedicated professionals ready to help
Sophie Gale
Lead Advisor
Master of Business Administration University of Sydney
Sydney Financial Group
Key Expertise
Approaches
Credentials
With over fifteen years of advisory experience, Sophie has helped numerous clients align their priorities with actionable budgeting. She values unbiased, clear guidance above all.
Sophie believes every consultation should be grounded in transparency. She ensures each client receives guidance tailored to personal goals, with an emphasis on ethical practices and clarity.
Daniel Rowan
Senior Consultant
Bachelor of Commerce, Finance Monash University
Melbourne Advisory
Key Expertise
Approaches
Credentials
Daniel's methodical approach supports clients seeking practical, straightforward solutions. He brings deep analytical skills to each review, focusing on real-life applications.
Daniel prioritises helping clients see beyond unexamined habits. His reviews are highly structured and supportive, suitable for those ready to reflect on deeper spending motivations.
Priya Kumar
Client Relations Officer
Graduate Certificate in Finance RMIT University
Brisbane Finance Hub
Key Expertise
Approaches
Credentials
Priya ensures each client experience is seamless and focused on individual concerns. She bridges communication, providing ongoing support and follow-up as needed.
Priya's role centres on ensuring clients receive thoughtful responses and have their questions addressed throughout the consultation process, supporting long-term improvement.
Michael Chau
Process Specialist
Diploma in Financial Services TAFE NSW
Adelaide Advisory
Key Expertise
Approaches
Credentials
Michael focuses on designing easy-to-follow processes. His experience ensures guidance is accessible, structured, and uncomplicated for clients.
Michael ensures all steps are practical and well-explained. He adapts our framework to each client's needs so implementation is straightforward, removing barriers to value-aligned spending.
Our Process Step by Step
A clear journey designed to make value-driven decisions practical
Foundational Review Session
Discuss expectations and current situation with your advisor for a shared understanding of your priorities.
Confidential and personalised to ensure open discussion.
Zero-Based Budget Evaluation
Work through expenses systematically to review each for relevance and value in your life.
Restate intentions before reassessing ongoing and new expenses.
Action Plan Development
Create actionable recommendations based on the insights uncovered in our structured sessions.
Focused on transparent, step-by-step guidance for clarity.
Ongoing Support and Review
Clients are welcomed to seek follow-ups as their circumstances evolve and goals adjust.
Our team provides support for questions on implementation.
Why Choose dovralisphae for Consultation?
Our approach stands out for its focus on values and transparent, stepwise methods, keeping your interests at the centre of every assessment.
| Key Features | dovralisphae Financial Consultation | Legacy Advisory Group | Standard Practice Partners |
|---|---|---|---|
| Values-Based Process | Always included | Occasional | Not included |
| Transparent Methodology | Yes, always | Sometimes | Unclear |
| No Third-Party Product Sales | Never | Possible | Possible |
| Structured Follow-Through | Available | Limited | Unstructured |
| Clear Communication | Priority | Mixed | Standard |