How pikeceloemari approaches planning
Our methodology is rooted in transparency, practical analysis, and ongoing communication. We prioritise your needs and adapt our approach as circumstances evolve to ensure your financial planning remains relevant.
Meet our team
Expertise, experience, and dedication
Anna Morgan
Senior Consultant
Master of Finance University of Sydney
12 years "Consultative planning"
Westpac Group
Client satisfaction award
Speaker at industry events
Anna brings over a decade of experience in financial planning and client relations. She is known for her attention to detail and commitment to clarity.
James Li
Planning Specialist
Bachelor of Commerce Monash University
8 years "Analytical reviews"
NAB
Led process improvements
Team excellence award
James combines technical analysis skills with a personable approach. He focuses on analytical reviews and clear, actionable advice for each client.
Elise Tan
Client Relations Lead
Bachelor of Business University of Queensland
6 years "Client support"
AMP
Top client feedback scores
Community outreach leader
Elise prioritises responsive support and transparent communication. She ensures every client feels heard throughout the planning process.
Mark Evans
Review Analyst
Graduate Diploma in Finance RMIT University
15 years "Market research"
ANZ
Implemented efficiency upgrades
Published industry articles
Mark specialises in market research and process optimisation. He values practical solutions and ongoing learning to support clients.
Our planning process explained
From the initial conversation to ongoing reviews, each stage is designed with your objectives and clarity in mind.
Initial consultation meeting
We discuss your objectives and gather details about your personal or business situation.
During this meeting, we listen to your goals, ask relevant questions, and outline next steps. This helps ensure the rest of the process is tailored to your needs.
Analytical review phase
Our team analyses your information and reviews market dynamics relevant to your goals.
We focus on analytical reviews and practical insights. Findings are summarised and prepared for your review in the next meeting.
Personalised recommendations
We present clear, tailored suggestions and explain reasoning for each option.
You receive a summary of potential approaches with transparent discussion of pros, cons, and next steps. Your feedback is encouraged.
Ongoing support and review
Regular check-ins ensure your plan remains aligned with your goals.
We offer updates, address questions, and adapt the strategy as your needs or circumstances change.
Our planning process explained
From the initial conversation to ongoing reviews, each stage is designed with your objectives and clarity in mind.
How pikeceloemari compares
See the benefits of our approach next to typical alternatives.
Compare our methodology and support with those of a typical provider to understand the difference in focus and transparency.
pikeceloemari approach
Personal consultations and analytical reviews
Personal consultations
Tailored to your circumstances
Analytical reviews
Up-to-date, data-driven insights
Transparent communication
Clear, regular updates
Ongoing support
Regular check-ins and adaptation
Confidentiality focus
Privacy and data protection
Traditional provider
Standardised advice and infrequent updates
Personal consultations
Tailored to your circumstances
Analytical reviews
Up-to-date, data-driven insights
Transparent communication
Clear, regular updates
Ongoing support
Regular check-ins and adaptation
Confidentiality focus
Privacy and data protection