How we approach practical financial planning solutions
Our methodology explained
Our approach at leleseraoreon is structured around transparent consultations, in-depth analysis, and ongoing support to ensure your planning journey is clear and informed. Every step is tailored to your needs for meaningful, actionable outcomes.
Results may vary depending on your situation.
Meet our planning specialists
Experienced professionals ready to support you
Jessica Martin
Senior Advisor
Bachelor of Commerce University of Sydney
FuturePath Consulting
Key skills
Methods used
Achievements
Long-term client retention
Award-winning service
Certifications
Jessica brings over a decade of experience in financial planning, supporting clients through complex decisions with empathy and clarity.
Jessica’s approach is both analytical and personal. She focuses on understanding each client’s goals and ensuring recommendations are practical and transparent. Her attention to detail and dedication to client satisfaction set her apart.
David Nguyen
Planning Consultant
Master of Financial Planning Monash University
Finwise Solutions
Key skills
Methods used
Achievements
Consistent positive feedback
Process improvements
Certifications
David is known for his clear explanations and ability to navigate complex planning scenarios. He supports clients with reliable advice and consistent follow-up.
David’s method is thorough and adaptive. He ensures each consultation is tailored to the client’s needs, with clear explanations at every stage. His commitment to transparency ensures clients always know what to expect.
Amelia Clarke
Client Advisor
Graduate Diploma in Financial Planning University of Queensland
Clarke & Associates
Key skills
Methods used
Achievements
Client-centric innovations
Industry recognition
Certifications
Amelia combines a strong regulatory background with a passion for supporting clients through important financial decisions.
Amelia’s strength lies in her attention to detail and supportive approach. She ensures compliance while keeping the process clear and approachable for clients. Her client-first mindset drives strong relationships.
Nathan Brown
Support Specialist
Certificate IV in Finance RMIT University
Pathway Advisors
Key skills
Methods used
Achievements
High client satisfaction
Support process optimisation
Certifications
Nathan handles ongoing support and follow-ups, making sure clients receive timely updates and continuous assistance as their plans evolve.
Nathan’s proactive approach helps clients stay informed as their needs change. He focuses on prompt communication and ensures every client receives the support they need throughout their journey.
Our step-by-step planning methodology
We guide you through a transparent process designed to clarify your objectives, review your options, and support your decisions every step of the way.
Initial consultation and needs assessment
We begin by understanding your situation, goals, and main concerns, setting the foundation for a tailored approach.
Planning goals
Clarify your objectives and gather essential information.
What we do
Listen to your needs, discuss your background, and identify areas where guidance is needed. No two clients are the same, so we focus on what matters to you.
How we do it
Through open conversation and active listening, we create a safe space for sharing details and establishing trust.
Tools used
Consultation forms, secure communication channels
Expected results
Summary of your objectives, outline of next steps
In-depth analysis and strategy review
Our team reviews your information, analyses relevant factors, and prepares a range of practical options.
Planning goals
Present tailored guidance based on your current needs.
What we do
Examine your goals, constraints, and available opportunities. We provide clear explanations for every recommendation.
How we do it
Detailed analysis using proven methods and transparent reasoning for suggested approaches.
Tools used
Analytical models, scenario tools
Expected results
Personalised options summary, rationale for each option
Presentation and review of recommendations
We meet to discuss findings, answer questions, and review recommendations in detail, ensuring everything is clear before action.
Planning goals
Empower you to make confident, informed decisions.
What we do
Walk through each option, clarify any uncertainties, and provide supporting materials so you can evaluate next steps.
How we do it
Interactive discussions with clear explanations, using visual aids and follow-up opportunities.
Tools used
Presentations, summary documents
Expected results
Recommendation pack, meeting notes
Ongoing support and progress reviews
After your initial plan, we offer ongoing support—monitoring changes, providing updates, and reviewing your situation as needed.
Planning goals
Ensure your plan remains relevant as circumstances change.
What we do
Check in regularly, update advice, and adjust recommendations when new information arises or your goals shift.
How we do it
Scheduled follow-ups, proactive outreach, and on-demand support.
Tools used
Client portal, review schedules
Expected results
Updated plan, review reports
How leleseraoreon compares
See how our approach stands out against others
leleseraoreon
Transparent, tailored consultations
Personalised guidance
Advice tailored to each client
Ongoing reviews
Regular check-ins offered
Transparent process
Clear steps and open terms
Experienced advisors
Certified, industry-qualified team
Standard Planners
Generic, less flexible approach
Personalised guidance
Advice tailored to each client
Ongoing reviews
Regular check-ins offered
Transparent process
Clear steps and open terms
Experienced advisors
Certified, industry-qualified team
QuickPlan Group
Limited ongoing support
Personalised guidance
Advice tailored to each client
Ongoing reviews
Regular check-ins offered
Transparent process
Clear steps and open terms
Experienced advisors
Certified, industry-qualified team