Our approach to values-based consultation
Purposeful, practical, supportive
duviosente uses a transparent, client-focused process to help ensure your financial decisions align with your values and needs. Each session is built on mutual respect, with realistic expectations—results may vary.
Results may vary and individual circumstances should always be considered.
Meet our team
Experienced advisors who value open communication and empathy.
Olivia Barnes
Lead Advisor
Core skills
Focuses on understanding clients’ values and providing practical, respectful consultations tailored to each individual.
Ben O’Connor
Financial Specialist
Strengths
Combines in-depth analysis with a flexible approach to help clients understand options and align spending with personal meaning.
Amelia Nair
Process Facilitator
Abilities
Creates a supportive environment for honest conversations and encourages clients to approach financial decisions with confidence.
Lucas Hill
Values Consultant
Expertise
Helps clients examine existing routines and identify practical ways to strengthen value-driven financial habits.
How your session works
We use an open, structured process to support value-oriented financial planning—never making promises that can’t be kept. Your needs drive every step, and recommendations are always adapted to your personal context.
Listening to your story and values
We begin by understanding your priorities, what’s important to you, and the context of your finances.
Honest dialogue comes first. Our team listens to your concerns, then asks reflective questions to clarify the values and goals that will steer your session.
Clarifying challenges and opportunities
Together, we highlight areas where your current spending matches—or drifts from—what’s meaningful for you.
Our advisors identify the situations and habits that impact your ability to align finances with your values. We explore both obstacles and strengths.
Mapping decisions with clear priorities
We build a decision framework to guide spending choices, based only on your own unique values and context.
Each recommendation aims to make complex choices simpler, transparent, and relevant to your life, never prescriptive or one-size-fits-all.
Continuous review, feedback, and refinement
You receive ongoing support and check-ins, so advice evolves alongside your priorities or goals.
We encourage open feedback and regular sessions to keep you confidently on track. Our process adapts as your circumstances and vision change.
How your session works
We use an open, structured process to support value-oriented financial planning—never making promises that can’t be kept. Your needs drive every step, and recommendations are always adapted to your personal context.
What we deliver compared
| Features | Zero-based Alignment | Standard Consultation | General Advice |
|---|---|---|---|
| Session tailored to your life values | fas fa-check | fas fa-times | fas fa-times |
| Regular review and adjustment support | fas fa-check | fas fa-check | fas fa-times |
| Flexible decision frameworks | fas fa-check | fas fa-times | fas fa-times |
| Ethical, transparent process | fas fa-check | fas fa-check | fas fa-check |