Our approach to financial planning solutions

Discover how virenquasilo delivers detailed, consultation-driven services that adapt to your changing needs. We combine an open dialogue with a structured yet flexible methodology to ensure every plan is relevant to you.

Financial consultant discussing plan at office table
Our team

Meet our dedicated team

Bringing expertise and practical insight to each consultation

Our small, experienced team provides honest, clear advice rooted in practical experience. Each member values approachable conversation and builds trusted relationships with every client.

We collaborate closely to ensure reliable, coordinated support.

David Ng

David Ng

Senior Consultant

Focuses on dialogue and practical planning for clients.

David has guided individuals and small firms alike with a practical, accessible approach that adapts to shifting needs.

“Building trust is my top priority every time.”

consultation analysis planning
8 years

Led major client projects

Mentored new consultants

Sophie Bennett

Sophie Bennett

Principal Consultant

Brings extensive expertise in client‑focused solutions.

Sophie is known for detailed consultations and dedication to plain language. She works to ensure each plan reflects client priorities first.

“Every client deserves full transparency.”

client guidance privacy focus
14 years

Launched regionally acclaimed process

Colin Murray

Colin Murray

Consultant – Planning

Highly regarded for clarity and respectful service.

Colin helps clients navigate uncertain situations with patience and practical guidance. He values honest answers and ongoing support.

“Patience and understanding drive the best outcomes.”

communication problem-solving
22 years

Recognised for outstanding support

Your consultant is always your main point of contact.

How our methodology works

Our process combines collaborative consultation with continuous review, resulting in an adaptable, reliable approach tailored to your needs.

Approx. 4–6 weeks
1

Initial discovery conversation

Week 1
In progress

We begin with an open, jargon-free conversation to identify your goals and understand your situation in depth.

This step sets the foundation for a personalised service, ensuring no step is undertaken without your understanding and input.

Progress 15%
1 hour
2

Preliminary review & proposal

Week 2
Upcoming

We prepare an outline based on your preferences, giving you time to review suggestions without pressure.

You can request adjustments or clarification at any stage before proceeding further.

Progress 35%
1–2 hours
3

Detailed consultation sessions

Weeks 2–4
Upcoming

Focused sessions address your questions and discuss recommended next steps in clear detail.

Every plan is co-developed, so your voice is represented throughout the process.

Progress 60%
2–4 hours
4

Documented action plan

Weeks 4–5
Upcoming

All recommendations are summarised into an easy-to-follow document for your reference, complete with a timeline.

We walk through the plan together, making sure you’re confident at each point before any step is taken.

Progress 85%
2 hours
5

Ongoing review and support

Weeks 5–6
Planned

As priorities evolve, we remain available for review sessions, making adjustments as your needs change.

Continued access to your consultant ensures you always have support when facing new decisions.

Progress 100%
30 minutes

How our methodology works

Our process combines collaborative consultation with continuous review, resulting in an adaptable, reliable approach tailored to your needs.

How we compare to others

Transparency and personal service every step of the way

Key features
In detail
virenquasilo consultants
Independent, client-focused
Typical consultancies
Generic, less flexible
Personal consultations only
Always tailored, never generic
Clear process explanations
No confusing jargon used
Adaptive to changing needs
Plans evolve with you
Strict privacy protocols
Data handled securely
All features
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