Our approach to financial planning solutions
At lililaniuleon, we combine analytical reviews with personal consultations to guide your planning process. Our team adapts to evolving regulations and market trends, always putting your goals and clarity first.
Meet our dedicated advisory team
James Carter
Senior Adviser
James brings over a decade of experience assisting clients in navigating complex planning scenarios, always focusing on clarity and practical solutions.
Helen Tran
Consultant
Helen is known for her approachable style and deep understanding of regulatory frameworks, supporting clients with thoughtful, straightforward advice.
David Brooks
Strategy Lead
David’s analytical mindset and local experience help clients understand options and make decisions with confidence.
How our process works
Our structured approach ensures each consultation is tailored, transparent, and focused on your priorities. Every step is designed to support your financial planning journey.
Initial discovery call
We start with a friendly conversation to understand your needs, objectives, and current situation. This helps us determine how we can best assist you.
Our goal
Clarify your priorities and outline the next steps.
What we do
Listen to your main concerns, ask targeted questions, and identify key areas for review or discussion.
How we do it
Hold a phone or video call, ensuring a comfortable and open environment for sharing information and expectations.
Tools we use
Secure communication channels, structured questionnaires
Results you can expect
Summary of your objectives and a proposed action plan
Analytical review
We conduct a thorough analysis of your current circumstances, considering regulatory factors and your stated goals.
Our goal
Identify relevant options and potential pathways.
What we do
Review your situation using our analytical frameworks, compare available planning options, and assess suitability.
How we do it
Apply sector knowledge, research regulations, and consult with team members to ensure accuracy and clarity.
Tools we use
Internal review templates, compliance checklists
Results you can expect
Analytical summary with clear recommendations
Personal consultation
We share our findings and discuss possible approaches in plain language, answering your questions and outlining next steps.
Our goal
Empower you to make informed decisions with clarity.
What we do
Explain the analytical review results, highlight pros and cons, and discuss how each option aligns with your goals.
How we do it
Present recommendations in a clear, approachable way, with plenty of time for your questions.
Tools we use
Presentation materials, Q&A guides
Results you can expect
Documented recommendations and an action plan
Ongoing support
After your consultation, we remain available for further questions and periodic reviews to help keep your plans on track.
Our goal
Ensure continued clarity and support as your circumstances change.
What we do
Follow up periodically, check in on your progress, and offer additional guidance if needed.
How we do it
Maintain open lines of communication via email or phone, adapting advice as your needs evolve.
Tools we use
Client portal, scheduled check-ins
Results you can expect
Follow-up summaries and updated recommendations
Why choose lililaniuleon
See how lililaniuleon compares with other advisory options
lililaniuleon
Personal consultations, local focus
Personal consultations
Direct, tailored advice
Clear recommendations
Easy-to-understand guidance
Local expertise
Australian market knowledge
Ongoing support
Available for follow-up
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Standardised reports only
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Direct, tailored advice
Clear recommendations
Easy-to-understand guidance
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Australian market knowledge
Ongoing support
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Planning Solutions
Limited local expertise
Personal consultations
Direct, tailored advice
Clear recommendations
Easy-to-understand guidance
Local expertise
Australian market knowledge
Ongoing support
Available for follow-up