Get to know our methodology
Discover how pistrivana delivers clear, practical guidance for your financial planning needs
Transparent process
Every step is clearly explained and tailored to you.
Personal support
Consistent, approachable service from our expert team.
Meet our expert team
Our professionals bring experience and dedication to every client.
Sarah Lin
Senior Advisor
Expertise
Sarah delivers thoughtful, personalised guidance and ensures you always understand your options. She values building long-term relationships.
Client trust
Consistently positive feedback
Leadership award
Recognised for teamwork
James Patel
Financial Planner
Expertise
James specialises in adapting strategies as clients’ needs evolve. He is known for his clear explanations and client focus.
Industry recognition
Awarded for ethical service
Mentorship
Guided junior advisors
Olivia White
Client Manager
Expertise
Olivia builds strong client relationships and ensures service remains responsive and thorough throughout your journey.
Client loyalty
High retention rates
Service award
Recognised for excellence
Daniel Kim
Research Analyst
Expertise
Daniel provides up-to-date research and helps ensure recommendations are grounded in current data and trends.
Accuracy award
Outstanding research
Teamwork
Collaborative approach
Our process for financial planning
Sarah Lin
Senior Advisor, pistrivana
"Our process is about more than just numbers. We listen, clarify your goals, and walk you through every stage so you feel informed and empowered. This approach helps clients make decisions with confidence and peace of mind."
Initial call
Getting acquainted
We start by listening to your objectives and answering initial questions to understand your situation.
Step two
Information gathering
We collect relevant details to assess your needs, always respecting your privacy and preferences.
Step three
Analysis and review
Our team reviews the information and provides clear, actionable recommendations suited to your goals.
Final step
Ongoing support
We provide regular updates, answer questions, and adapt as your circumstances change.
How pistrivana compares to others
See the difference that clear, client-focused guidance makes for your financial planning journey
| Features | pistrivana | Local advisory group | Online planning service |
|---|---|---|---|
| Personalised support and guidance | Yes, always | Limited | Automated |
| Transparent process and updates | Consistent | Occasional | Minimal |
| Ethical, client-first approach | Core value | Variable | Not stated |
| Up-to-date recommendations | Current | Sometimes | Delayed |