How Our Financial Planning Consultations Work for You

Gain insight into our transparent approach to financial planning, where each step is guided by analytical review, open communication, and tailored recommendations to suit your needs.

Alex Carter

Alex Carter

Lead Financial Consultant

Meet Our Consultation Team

Our diverse professionals bring expertise, analytical skill, and client-focused service to every engagement.

Alex Carter

Alex Carter

Lead Financial Consultant

Master of Applied Finance University of Sydney

15 years "Strategic Planning"

Southern Cross Advisory

Certifications:

Certified Financial Planner (CFP) Advanced Diploma of Financial Planning

Methods:

Analytical reviews Client-centred consultation Transparent communication Regulatory compliance standards Outcome-focused planning Follow-up support

Key Skills:

Strategic analysis Effective communication Problem solving Client engagement

Awards:

Consulted for 500+ clients

Award for service excellence

Regular industry speaker

Mentor for junior consultants

Brings more than 15 years’ experience in financial services and consultation.

Sophie Bennett

Sophie Bennett

Senior Consultant

Bachelor of Commerce Monash University

12 years "Client Engagement"

Coastline Finance Group

Certifications:

Diploma of Financial Services Behavioural Finance Certificate

Methods:

Client-first approach Analytical review sessions Transparent reporting Needs assessment Outcome planning

Key Skills:

Analytical thinking Clear communication Client rapport Needs assessment

Awards:

Panel expert at industry events

Recognised for client service

Led analytical projects

Published in finance journals

Expert in client engagement and analytical reviews, delivering clarity for complex cases.

Michael Lee

Michael Lee

Consultant

Graduate Diploma in Finance UNSW Sydney

8 years "Process Review"

Harbour Advisory

Certifications:

Financial Advice Certification Risk Management Certificate

Methods:

Process transparency Analytical advice Client follow-up Needs-based planning Consultative sessions

Key Skills:

Process analysis Relationship building Analytical review Continued support

Awards:

Consistent client feedback awards

Developed process review templates

Guest speaker at forums

Implemented client support systems

Specialises in transparent process reviews and supporting ongoing client relationships.

Amelia Wright

Amelia Wright

Client Services Coordinator

Diploma of Business Administration RMIT University

5 years "Client Communication"

East Coast Consulting

Certifications:

Certificate IV in Customer Engagement Client Service Excellence Award

Methods:

Client-first interaction Efficient communication Service improvement Feedback collection Transparent updates

Key Skills:

Communication Organisation Client support Process coordination

Awards:

Improved response times

Awarded for service delivery

Developed feedback protocols

Trained new staff

Coordinates client communications, ensuring each experience is efficient and welcoming.

Our Consultation Process

We follow a structured, transparent approach to deliver effective, personalised planning guidance.

1

Initial Consultation Meeting

We start by understanding your goals, priorities, and unique financial circumstances.

This stage sets the foundation for tailored recommendations.

2

Analytical Review & Assessment

Our team conducts a thorough analysis to identify opportunities and challenges.

You receive a clear breakdown of findings.

3

Personalised Recommendation Discussion

We present actionable guidance and outline possible next steps.

All reasoning and options are explained in detail.

4

Ongoing Support & Follow-Up

Receive continued access to our team for further questions or new developments.

Support is available as your needs evolve.

How Our Approach Compares

See the difference between joloranieleon and typical consultation services.

joloranieleon emphasises transparency, tailored advice, and ongoing support, setting us apart from competitors.

joloranieleon consultations

Structured, analytical, and client-focused consultations.

5/5
Consultation-based

Typical Service

Standardised methods with less focus on ongoing support.

3.5/5
Varies

Transparency

Clear explanations at each stage

joloranieleon consultations 95%
Typical Service 70%

Client Support

Follow-up and ongoing guidance

joloranieleon consultations 98%
Typical Service 75%

Personalisation

Recommendations tailored for you

joloranieleon consultations 92%
Typical Service 65%

Analytical Review

Thorough context assessment

joloranieleon consultations 94%
Typical Service 68%