Our proven planning methodology explained
Learn how our analytical reviews and consultation process are designed to ensure compliance, clarity, and confidence in every financial planning decision.
Expert team
Meet the specialists behind jirulilarao
Thomas Riley
Managing Director
Master of Finance University of Sydney
12 years "Market analysis"
Westfield Group
Awarded local industry prize
Published market research
Thomas brings over a decade of experience in financial planning for Australian businesses. He is known for his ethical approach and regulatory expertise.
Sarah Liu
Senior Consultant
Bachelor of Commerce Monash University
10 years "Regulatory compliance"
AMP Limited
Recognised for client service
Speaker at industry events
Sarah specialises in compliance and client relations. She has guided hundreds of clients through complex planning scenarios with clarity and empathy.
David Tran
Market Analyst
Bachelor of Economics University of Melbourne
6 years "Market research"
ANZ Bank
Completed advanced analytics
Contributed to industry reports
David’s role centres on analytical reviews and market research. He provides data-driven insights to inform client consultations and support decision-making.
Linda Carter
Client Relations Lead
Bachelor of Business Administration UNSW Sydney
8 years "Client engagement"
Macquarie Group
Streamlined client onboarding
Achieved high client retention
Linda manages client onboarding and ensures a smooth consultation process. Her background in business administration ensures clear, consistent communication.
Our step-by-step consultation process
Structured to deliver clarity, compliance, and actionable insights from initial conversation to final recommendations.
Initial assessment and discovery call
We begin with a conversation to understand your objectives, background, and compliance requirements. This sets the stage for a tailored consultation process.
You will be introduced to your dedicated advisor during this step.
Analytical review and market analysis
Our team conducts a comprehensive analytical review, evaluating current market dynamics, regulations, and your unique situation.
Results are summarised in clear, actionable terms.
Personalised consultation and recommendations
Based on our findings, we provide a personal consultation that addresses your objectives and market context, focusing on compliance and transparency.
Your input is encouraged throughout the discussion.
Review and ongoing support
We help you review recommendations and offer ongoing support for future planning decisions, ensuring you remain informed and confident.
Follow-up meetings can be scheduled as needed.
How we compare
Key differences in approach