Explore our proven planning methodology
Clarity, support, results
Our approach is rooted in analytical reviews, personalised consultation, and ongoing support. We prioritise clear communication and adapt our process to your goals, always providing practical guidance to help you make informed decisions. Results may vary; we do not guarantee specific outcomes.
Meet our team
Dedicated specialists, real experience
Charlotte Mason
Senior Advisor
Master of Finance University of Sydney
Leading consultancy
Key skills
Methods
Achievements
1,500+ client cases
Industry recognition
Credentials
Charlotte brings over a decade of industry experience and a commitment to practical, objective advice.
Charlotte is recognised for her clear communication and high client satisfaction levels. Her practical insight and dedication have helped hundreds of clients across Australia achieve clarity in their planning.
David Roberts
Planning Specialist
Bachelor of Business Monash University
National advisory firm
Key skills
Methods
Achievements
Award for innovation
1,100+ successful reviews
Credentials
David combines expert analytical skills with a focus on user-centric solutions and transparent advice.
David is valued for his transparent process and dedication to efficient outcomes. He consistently delivers thorough reviews and supports clients at every stage.
Rebecca Lim
Client Relationship Lead
Bachelor of Commerce University of Melbourne
Major financial services
Key skills
Methods
Achievements
Top satisfaction rating
800+ ongoing support cases
Credentials
Rebecca specialises in ongoing support and open communication, ensuring each client feels valued and informed.
Rebecca is known for her commitment to client care and regular follow-ups. Her approach helps clients stay confident and informed throughout their planning journey.
Michael Patel
Review Analyst
Master of Business Administration UNSW Sydney
Regional consultancy
Key skills
Methods
Achievements
900+ reviews completed
Process improvement award
Credentials
Michael brings a detail-oriented approach to every analytical review. He ensures accuracy, reliability, and objective recommendations.
Michael is trusted for his meticulous work and unbiased recommendations. His focus on accuracy ensures clients receive reliable advice tailored to their needs.
Our practical process in action
Each step is designed to provide clarity, transparency, and support, making your planning journey straightforward and effective from start to finish.
Initial conversation and assessment
We start with a discussion to understand your goals and current situation, making sure we address your specific concerns.
Our team listens carefully, gathers relevant information, and explains the process ahead. This stage is essential for setting expectations and building trust.
Objective analytical review
We conduct a thorough review, using current data and proven methods to evaluate your circumstances and identify opportunities.
This analysis forms the basis for all recommendations and ensures your plan is built on solid, up-to-date information. We maintain objectivity throughout.
Tailored recommendations
Based on our review, we present clear, actionable recommendations that align with your goals and situation.
We walk you through each option, answer questions, and prioritise transparency. You receive practical guidance, not generic advice.
Ongoing support and review
After implementing your plan, we provide continuous support and regular check-ins to ensure you stay on track.
We adapt recommendations as your needs evolve, offering reassurance and accessible advice throughout your planning journey.
Compare our approach
See how cirkocarcelosio stands out with a user-focused, transparent process.
Our solution is built on clarity, analytical reviews, and personalised support. We prioritise your goals, transparent communication, and efficient delivery. Results may vary.
cirkocarcelosio planning
Personalised reviews and ongoing guidance
Personalised consultation
Guidance tailored to each client
Regular updates
Ongoing communication provided
Analytical review
Objective and thorough process
Transparent process
Clear explanations and updates
Continued support
Support after initial meeting
Generic provider
Standardised reports, limited support
Personalised consultation
Guidance tailored to each client
Regular updates
Ongoing communication provided
Analytical review
Objective and thorough process
Transparent process
Clear explanations and updates
Continued support
Support after initial meeting