Our tailored zero budgeting consultation process explained
We offer a guided series of consultations focused on matching financial decisions to personal values. Led by experienced specialists, our process helps clarify your goals and supports practical action steps at every stage.
Jordan Lee
Lead Financial Consultant
Meet our consultants
Our diverse team brings insight from multiple financial backgrounds to deliver truly personalised advice.
Jordan Lee
Lead Consultant
Expertise
Jordan creates a supportive space to explore priorities, ensuring every recommendation supports your values.
Jordan Lee
Lead Consultant
Expertise
Jordan creates a supportive space to explore priorities, ensuring every recommendation supports your values.
Leah Patel
Senior Advisor
Expertise
Leah focuses on practical strategies that adapt as your life evolves, offering a holistic perspective.
Leah Patel
Senior Advisor
Expertise
Leah focuses on practical strategies that adapt as your life evolves, offering a holistic perspective.
Alex Chen
Consultant
Expertise
Alex helps clients discover clarity, offering structured support for priority-based decisions.
Alex Chen
Consultant
Expertise
Alex helps clients discover clarity, offering structured support for priority-based decisions.
Ella Brown
Associate Consultant
Expertise
Ella brings insight into adapting plans to changing circumstances, empowering each individual.
Ella Brown
Associate Consultant
Expertise
Ella brings insight into adapting plans to changing circumstances, empowering each individual.
Step-by-step consultation journey
See how our analytical reviews and personal consultations are designed to ensure every financial choice you make is informed by what truly matters in your life.
Initial conversation and value discovery
Discuss your unique priorities and what drives your decisions. We start by actively listening to understand your aspirations, preferences, and personal values.
This phase is about establishing a meaningful starting point for future recommendations. We help you articulate what truly matters and clarify your vision together, ensuring your input shapes the approach.
Resource mapping and allocation review
Analyse how your resources are currently distributed in relation to your expressed values. Our team highlights patterns, offering useful comparisons.
We conduct an objective review of your financial landscape, identifying opportunities for greater value alignment. This process is collaborative, and your comfort and clarity remain central.
Recommendation and action planning
Receive analytical reviews and tailored suggestions based on your personal circumstances and stated goals. Together, we develop next steps.
Your consultant suggests practical actions, all grounded in your situational needs, guiding you towards better alignment between finances and values. No rigid rules—just actionable options.
Ongoing support and review
We provide continued guidance as your circumstances or priorities change, keeping your approach relevant.
Expect ongoing access to support with scheduled check-ins for continued success and confidence. Our consultants remain available for adjustments, feedback, or new life challenges.
Step-by-step consultation journey
See how our analytical reviews and personal consultations are designed to ensure every financial choice you make is informed by what truly matters in your life.
Compare consultation styles
| Features | oravexylon | Other providers |
|---|---|---|
| Values-centred recommendations | ||
| Personalised goal discussion | ||
| Ongoing holistic support | ||
| Flexible to life changes | ||
| Transparent communication | ||
| Non-prescriptive process |