Our financial planning methodology
Research-driven and client-focused
At canoloeleon, our methodology is built on analytical reviews, open communication, and ongoing support. We prioritise understanding your unique circumstances before offering practical, personalised solutions. Each step is designed to give you clarity, confidence, and actionable guidance so you can make informed decisions. Results may vary depending on your situation.
Meet our experts
Experienced professionals dedicated to your success
Anna Richardson
Senior Consultant
Master of Finance University of Melbourne
12 years "Strategic analysis"
Future Advisory Group
Award for client service excellence
Led research innovation team
Anna brings over a decade of experience in financial planning, known for her client-focused advice and ethical standards.
David Lee
Consultant
Bachelor of Commerce Monash University
8 years "Analytical review"
Insight Planning
Published industry whitepaper
Recognised for clear communication
David specialises in analytical reviews and personalised consultations, supporting clients with practical, actionable plans.
Jessica Patel
Client Manager
Bachelor of Business University of Sydney
6 years "Client support"
Bright Pathway Advisory
Client satisfaction award
Streamlined client onboarding
Jessica is dedicated to clear communication and ongoing support, ensuring every client feels informed and valued.
Michael O’Connor
Research Analyst
Bachelor of Economics University of Queensland
5 years "Market research"
Precision Advisory
Developed new analysis models
Presented at industry seminars
Michael supports the team with up-to-date industry research, focusing on practical insights for tailored solutions.
Our step-by-step process
We follow a structured process to ensure guidance is tailored, transparent, and practical for every client.
Initial consultation
We begin by understanding your goals, challenges, and current circumstances through a confidential meeting. This step is essential for building an effective plan.
Typically completed within one week.
Analytical review
Our team analyses your situation, considering market dynamics and available resources, to develop clear, actionable recommendations.
Includes research and scenario analysis.
Solution proposal
We present tailored solutions and discuss them with you, ensuring you understand each step before moving forward.
Delivered in a detailed meeting or report.
How we compare
See what sets canoloeleon apart from others