Our Financial Planning Methodology

Transparent, value-driven approach for Australian clients

Discover how elakasoraakelo’s team delivers ethical, practical support through analytical reviews and clear consultations.

Meet the elakasoraakelo Team

Experienced professionals focused on transparency and ethical guidance.

Sophie Carter

Sophie Carter

Senior Advisor

15 years
Sydney

Expertise

Consultations Analytical reviews Documentation Ethical guidance

Sophie brings a wealth of experience in client consultation and transparent planning. Her focus is on clear communication and ethical support.

Client Trust

Built strong client relationships

Industry Recognition

Awarded for ethical standards

Michael Tan

Michael Tan

Planning Specialist

10 years
Melbourne

Expertise

Strategy Client support Process reviews Team leadership

Michael is known for his strategic thinking and commitment to client-first solutions. He ensures every step is clearly documented and explained.

Innovative Ideas

Introduced process improvements

Team Leadership

Guided support teams

Rachel Nguyen

Rachel Nguyen

Documentation Lead

8 years
Brisbane

Expertise

Documentation Process mapping Client liaison Best practices

Rachel ensures all documentation meets high standards of clarity. She is dedicated to making processes accessible and understandable.

Process Compliance

Ensured consistent documentation

Quality Assurance

Reviewed best practices

James Patel

James Patel

Client Support Manager

12 years
Perth

Expertise

Support Client care Problem-solving Service delivery

James is driven by a commitment to responsive service. He leads the client support team and ensures all enquiries are handled efficiently.

Service Excellence

Recognised for client care

Client Ratings

Consistently high feedback

Our Transparent Planning Process

elakasoraakelo’s process is designed for clarity and confidence, supporting you at every stage of your financial planning journey with responsive service and thorough documentation.

Financial planning process diagram with team

Initial Consultation and Needs Analysis

Week 1 1–2 hours

Analytical Review and Strategy Session

Week 2 1–2 hours

Documentation of Recommendations

Week 2–3 1–2 days

Client Review and Clarification

Week 3 1 hour

Finalisation and Ongoing Support

Week 4 As needed

How elakasoraakelo Compares

Features elakasoraakelo Others
Transparent Process
Ethical Guidance
Personal Consultations
Clear Documentation
Responsive Support
Analytical Reviews