dresovantelia financial planning service logo dresovantelia +61 838-162-660

Smart Financial Planning Made Simple

Learn more about personalized financial guidance through our monthly subscription service. Join 771+ clients who've discovered clearer money decisions with professional insights tailored to their goals.

Financial planning involves risk and individual circumstances vary significantly.

Our Financial Planning Services

Financial consultant reviewing budget spreadsheets with client

Personal Budget Analysis

Comprehensive review of your income, expenses, and spending patterns to identify opportunities for better money management and goal achievement.

Professional explaining investment concepts using charts and graphs

Goal-Based Planning

Strategic discussions about your financial objectives, from emergency funds to major purchases, with practical steps to reach them.

Financial advisor conducting consultation meeting with documents

Monthly Check-ins

Regular progress reviews and plan adjustments to keep you on track, plus answers to any money questions that arise.

Debt reduction planning session with calculator and paperwork

Debt Management

Practical approaches to reducing debt burden while maintaining quality of life and building toward your other financial priorities.

Tax planning documents and financial statements being reviewed

Tax Planning Guidance

Year-round discussions about tax-efficient strategies and preparation support to maximize your after-tax income.

Retirement planning consultation with projection charts

Future Planning

Long-term thinking about retirement, major life changes, and legacy planning with actionable steps you can take today.

Meet Your Financial Planning Team

Professional headshot of senior financial planner Sarah Mitchell

Sarah Mitchell

Senior Financial Planner

With 15 years of experience helping Australian families achieve their money goals, Sarah brings practical wisdom to complex financial decisions. She specializes in turning overwhelming financial situations into clear, actionable plans that actually work in real life.

Professional headshot of financial analyst David Chen

David Chen

Financial Analyst

David's analytical approach helps clients understand the numbers behind their financial decisions. His background in both finance and technology allows him to explain complex concepts in surprisingly simple terms that make sense to everyone.

Professional headshot of client success manager Emma Thompson

Emma Thompson

Client Success Manager

Emma ensures every client feels supported throughout their financial planning journey. Her talent for listening and problem-solving means you'll always have someone in your corner when questions or concerns arise.

Financial Insights and Resources

Person reviewing monthly expenses on laptop with coffee cup nearby
September 15, 2025

Five Simple Ways to Track Monthly Expenses

Discover practical methods for monitoring your spending without turning budgeting into a full-time job. These straightforward approaches help busy people stay on top of their finances.

Sarah Mitchell
Emergency fund jar filled with coins and banknotes on table
September 8, 2025

Building Your Emergency Fund on Any Income

Even small amounts can grow into meaningful financial security over time. Learn how to start an emergency fund regardless of your current income level or existing commitments.

David Chen
Family planning their financial goals around kitchen table
August 28, 2025

Setting Realistic Financial Goals That Stick

Why most financial goals fail and how to create objectives you'll actually achieve. Practical tips for setting targets that motivate rather than overwhelm you.

Emma Thompson

Latest Financial Planning News

September 20, 2025

New Client Milestone Reached

We're thrilled to announce that dresovantelia now serves over 771 clients across Australia, helping individuals and families make more confident financial decisions through our subscription planning service.

September 12, 2025

Extended Evening Consultation Hours

Starting October 1st, we're adding evening consultation slots to better accommodate working professionals who need financial guidance outside traditional business hours.

August 30, 2025

204th Project Milestone Celebrated

This month we completed our 204th major financial planning project, representing thousands of hours dedicated to helping Australians achieve greater financial clarity and confidence.

Our Values and Mission

Our Vision

We envision a future where every Australian has access to professional financial guidance, regardless of their current wealth level or financial complexity. Quality planning shouldn't be reserved for the wealthy.

Our Mission

To provide ongoing, accessible financial planning support that empowers individuals and families to make informed money decisions with confidence, clarity, and peace of mind.

Transparency First

No hidden fees, complex jargon, or confusing recommendations. We believe clear communication is essential for good financial decisions.

Practical Solutions

Real-world advice that fits into actual lifestyles and budgets. We focus on strategies you can implement and maintain over time.

Personal Connection

Every client receives individual attention and customized guidance. Your financial situation is unique, and our approach reflects that reality.

Trusted by Australians Nationwide

771+
Happy Clients
204
Projects Completed
15
Years Experience
98%
Client Satisfaction

The monthly subscription approach works perfectly for our family. Instead of one expensive session per year, we get ongoing support whenever questions arise. It's transformed how we think about money planning.

Jennifer & Mark, Sydney

Essential Financial Planning Tips

1

Start With Small, Consistent Actions

Building financial security doesn't require dramatic changes overnight. Focus on one small improvement each month — like tracking expenses for a week or setting up an automatic transfer to savings. Consistency beats perfection every time.

2

Understand Your True Monthly Expenses

Many people underestimate their actual spending by 20-30%. Track everything for one month without judgment, then use that real data to make informed decisions about where your money goes and where you want it to go instead.

3

Build Your Emergency Fund Gradually

Aim for three to six months of expenses, but don't let that large number discourage you from starting. Even $500 can prevent a minor emergency from becoming a major financial setback. Start small and build steadily.

4

Review and Adjust Regularly

Life changes, and your financial plan should change with it. Schedule monthly check-ins with yourself to review progress, celebrate wins, and adjust strategies based on what's actually working in your specific situation.

5

Focus on Progress, Not Perfection

Perfect budgets and flawless execution don't exist in real life. What matters is making better decisions more often, learning from mistakes, and gradually improving your financial habits over time.