Our Approach to Personal Alignment

At doravixeno, we believe financial decisions should reflect your most important priorities. Our methodology applies zero-based budgeting in a straightforward, accessible way shaped by real Australian experience. We start with an initial values session to identify what drives your spending, then move through collaborative sessions to allocate every resource with intention. Each step is designed to create lasting habits, not just short-term improvements. Your privacy, consent, and individual needs are always respected—results may vary depending on unique circumstances.

Meet the Consultation Team

Our team brings together expertise in financial planning and practical support for Australian clients.

Jessica Lim

Jessica Lim

Lead Consultant

Sydney NSW

Focus areas

Budget structuring Value mapping Financial wellbeing Australian context

Jessica ensures each plan starts with personal values at its core, providing clarity and care for every client.

Daniel Price

Daniel Price

Client Advisor

Melbourne VIC

Focus areas

Resource allocation Priority setting Holistic advice Process coaching

Daniel is known for clear communication and supporting clients to make simple, achievable changes.

Sophie Nguyen

Sophie Nguyen

Insight Specialist

Brisbane QLD

Focus areas

Behavioural insight Plan reviews Long-term tracking Habit support

Sophie offers ongoing encouragement and practical insights to help you stick with your zero-based plan.

Alex Martin

Alex Martin

Support Partner

Adelaide SA

Focus areas

Practical tools Local experience Accountability Feedback loops

Alex ensures every client receives prompt, friendly support tailored to evolving needs.

Step-By-Step Process Overview

Jessica Lim

Jessica Lim

Lead Consultant

"We focus on connecting your unique values with resource allocation, guiding you through zero-based budgeting every step of the way."

1

Initial Session

Clarify Priorities

Discuss your individual drivers and values. Define what matters most so the plan has a strong, personal foundation.

2

Next Phase

Map Out Resources

Together we review all spending categories and allocate resources intentfully, ensuring each serves a purpose.

3

Review Cycle

Track and Adjust

Regular check-ins help adapt your plan as goals and circumstances change, supporting progress.

4

Ongoing Support

Stay Accountable

We remain available with practical advice and motivation, so you feel in control year-round.

How We Stand Out

Key distinctions in our practical approach

Feature
doravixeno
Others
Personal values first
Australian-relevant process
Ongoing adjustment support
Transparent, stepwise method
Local team insight