Our financial planning methodology
Learn more about how we combine professional expertise, transparent consultations, and ongoing support to deliver tailored financial planning solutions. Our approach is designed to provide clarity, confidence, and compliance with Australian standards.
Meet our team
Experience and dedication matter
Jordan Taylor
Lead Consultant
Master of Finance Sydney University
Harper Advisory
Key skills
Methodologies
Achievements
Recognised industry speaker
Award for client service
Certifications
Jordan has over a decade of experience in financial planning and is known for clear, client-focused guidance.
Jordan leads the team with a focus on transparency and clear communication. Clients value Jordan's approachable style, thorough knowledge of Australian regulations, and commitment to practical outcomes. Jordan regularly updates the team's process to reflect best practice and legal requirements.
Priya Nair
Senior Advisor
Bachelor of Commerce Melbourne University
Eden Consulting
Key skills
Methodologies
Achievements
Client trust award finalist
Developed compliance checklist
Certifications
Priya brings broad industry knowledge, offering practical advice and personalised support for each client.
Priya is known for a thorough approach and commitment to supporting clients from diverse backgrounds. Her analytical skills and dedication to compliance make her a trusted team member. Priya regularly mentors colleagues and contributes to process improvements.
Samuel Lee
Client Relationship Manager
Diploma of Financial Services UNSW
Greenway Partners
Key skills
Methodologies
Achievements
Excellence in client care
Introduced new feedback system
Certifications
Samuel excels at building long-lasting relationships and ensuring every client feels heard and supported.
Samuel's focus is on delivering a positive client experience through attentive service and open communication. He drives initiatives to enhance feedback processes and ensures all interactions uphold our standards of confidentiality and respect.
Angela Murphy
Compliance Specialist
Graduate Diploma in Compliance Monash University
RegWise Advisory
Key skills
Methodologies
Achievements
Developed compliance framework
Presented at industry forums
Certifications
Angela ensures our processes meet Australian legal standards, contributing deep regulatory knowledge to every case.
Angela’s diligence ensures every recommendation aligns with current regulations and industry standards. She leads internal reviews, provides training on compliance matters, and helps the team adapt to regulatory changes.
Our step-by-step process
We follow a clear process from your first consultation through ongoing support, ensuring your experience is transparent, secure, and aligned with Australian standards.
Initial consultation and needs assessment
We meet to discuss your objectives, current situation, and any questions you have about the planning process.
Our goals
Understand your circumstances and clarify your goals.
What we do
Listen carefully to your needs, explain our approach, and gather relevant information for a clear starting point.
How we do it
Use structured interviews and open discussions to develop a comprehensive view of your requirements.
Tools we use
Secure forms, digital questionnaires, and call notes.
Expected outcomes
Summary of your situation and planning objectives.
Analysis and solution development
Our team reviews your information to create tailored recommendations that reflect your priorities.
Our goals
Develop practical, relevant solutions for your needs.
What we do
Collaborate internally to analyse your details and identify suitable approaches, considering all regulatory requirements.
How we do it
Combine analytical tools and team discussions to ensure recommendations are evidence-based and compliant.
Tools we use
Analysis software, compliance checklists, research databases.
Expected outcomes
Proposal of recommended steps and supporting rationale.
Review and feedback session
We present our recommendations and discuss each point, ensuring you understand the options and rationale.
Our goals
Support informed decision-making with open dialogue.
What we do
Walk you through each recommendation, answer your questions, and record your feedback for adjustments.
How we do it
Hold a meeting or call to review materials and make changes based on your input.
Tools we use
Presentation slides, feedback forms, secure messaging.
Expected outcomes
Finalised plan reflecting your feedback.
Ongoing support and monitoring
We provide continued guidance, regular check-ins, and updates to help you adapt as your needs evolve.
Our goals
Ensure your plan stays relevant and effective.
What we do
Maintain open communication, monitor developments, and offer updates or adjustments as needed.
How we do it
Use secure messaging, scheduled check-ins, and updated documentation to support your progress.
Tools we use
Client portal, reporting tools, secure email.
Expected outcomes
Progress reports and updated recommendations as required.
Service comparison dashboard
See how our approach stands out against typical alternatives
Review the features and client experience offered by tulemtuuro compared to a standard competitor service.
tulemtuuro service
Comprehensive, client-focused planning with ongoing support
Standard provider
Generic, one-size-fits-all approach, limited support
Personalisation level
How closely plans fit your needs
Transparency
Clarity of process and communication
Ongoing support
Availability of continued guidance
Security standards
Protection of your information