Learn more about our methodology
We apply a structured, analytical approach to financial planning. Our process is designed to be transparent, user-focused, and aligned with regulatory standards. Each step is tailored to your circumstances for effective and compliant results.
Our expert team
Meet our qualified professionals
Jessica Martin
Lead Adviser
Degree
Master of Finance, Monash University
Jessica combines analytical expertise with a client-first mindset, focusing on practical planning solutions.
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David Chen
Senior Consultant
Degree
Bachelor of Economics, University of Sydney
David brings a detailed, methodical perspective to each engagement, ensuring recommendations are clear and effective.
Experience
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Emily Singh
Planning Specialist
Degree
Master of Commerce, UNSW Sydney
Emily specialises in transparent communication and tailored scenario planning for clients across Australia.
Experience
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Michael O'Connor
Consultant
Degree
Bachelor of Business, RMIT University
Michael’s approach combines strong analytical skills with a dedication to compliance and secure client information handling.
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Our step-by-step planning process
We guide you through each stage of planning, ensuring transparency and a focus on your needs. Our process is clear, collaborative, and designed to deliver robust, compliant results.
Initial discovery and needs assessment
We begin by understanding your circumstances, goals, and any unique considerations relevant to your financial future. This sets the stage for a tailored approach.
A confidential discussion to outline your objectives and clarify expectations. Information gathered is securely managed and never shared without consent.
Scenario analysis and data review
We apply analytical tools to assess various scenarios, identifying potential impacts on your plans. Our focus is on clarity and actionable insights.
In-depth modelling and review of your information against current benchmarks and market factors. Results are explained in plain language.
Personalised consultation and recommendations
After analysis, we provide personal consultations to discuss findings and present transparent recommendations for your consideration.
Our team guides you through each option, addressing questions and clarifying rationale. No hidden terms or unclear advice.
Ongoing support and follow-up
We offer continued support, answering queries and adjusting recommendations as circumstances change. Your experience remains our priority.
Regular check-ins and prompt responses to ensure your plan stays relevant. All interactions are handled with confidentiality and care.
Platform comparison dashboard
See how eofraaroneon stands out for client support
Compare our transparent, user-focused approach with traditional planning services.
eofraaroneon
User-centric, transparent planning service
Traditional firm
Conventional service, less transparency
Transparency level
Clarity of process, open communication
Client satisfaction
Feedback from real clients
Confidentiality focus
Approach to privacy and data security
Regulatory compliance
Adherence to Australian law