Our planning
methodology
Learn more about the principles and steps that guide our financial planning process at masoeonunari. We start every relationship with a thorough consultation, taking time to understand each client’s unique circumstances, goals, and concerns. Our team uses up-to-date market information, regulatory knowledge, and ethical standards to provide guidance that is both practical and transparent. We believe that financial planning should be responsive, evolving as your needs and the broader environment change. Recommendations are always presented clearly, with full explanations of potential considerations. Our methodology is designed to help you make informed decisions with confidence, whether you are planning for the near or long term.
Meet our advisory team
masoeonunari’s advisors bring diverse experience and dedication to every client relationship.
Ava Thompson
Senior Advisor
Focus areas
Ava offers deep insight into regulatory matters and supports business clients in navigating complex planning scenarios.
Industry recognition
Award-winning advisor
Long-term clients
Over 300 retained
Ava Thompson
Senior Advisor
Focus areas
Ava offers deep insight into regulatory matters and supports business clients in navigating complex planning scenarios.
Industry recognition
Award-winning advisor
Long-term clients
Over 300 retained
Ethan Harris
Consultant
Expertise
Ethan is committed to transparent communication and excels at breaking down complex topics for clients.
Client feedback
Consistently positive
Process innovation
Introduced new tools
Ethan Harris
Consultant
Expertise
Ethan is committed to transparent communication and excels at breaking down complex topics for clients.
Client feedback
Consistently positive
Process innovation
Introduced new tools
Olivia Nguyen
Associate Advisor
Strengths
Olivia supports clients with thorough research and ensures up-to-date advice on superannuation and compliance.
Market analysis
Detailed reports
Client support
Responsive service
Olivia Nguyen
Associate Advisor
Strengths
Olivia supports clients with thorough research and ensures up-to-date advice on superannuation and compliance.
Market analysis
Detailed reports
Client support
Responsive service
Jack Wilson
Support Specialist
Key skills
Jack ensures smooth client experiences and assists with documentation and follow-up support.
Team player
Collaborative approach
Jack Wilson
Support Specialist
Key skills
Jack ensures smooth client experiences and assists with documentation and follow-up support.
Team player
Collaborative approach
How our planning process works
Our approach combines client input, ethical standards, and ongoing industry review for tailored, practical guidance.
Understanding your objectives
We start by getting to know your situation, goals, and any challenges you may be facing. This helps us align our approach with your needs from the beginning.
Comprehensive information gathering is key.
Analysis and tailored advice
With your input, we analyse relevant data and market factors, always considering current regulations. Our advice is shaped by your objectives and provided transparently.
Recommendations are always explained clearly.
Ongoing review and support
We remain available to reassess your circumstances and adapt our guidance as needs or regulations change. This ensures your plan evolves with your life.
Support continues as your goals develop.
How masoeonunari compares to others
A user-focused, ethical approach sets us apart
See how our consultation process and values differ from traditional planning services.
masoeonunari approach
Transparent, adaptive, and client-focused consultations
Personalised consultations
Every client receives tailored attention
Ongoing market review
Regular monitoring and industry updates
Transparent process
Open explanations and clear communication
Local compliance focus
Advice aligned with Australian regulations
Long-term support
Support continues as your needs change
Traditional firms
Standardised, less personalised guidance and less frequent updates
Personalised consultations
Every client receives tailored attention
Ongoing market review
Regular monitoring and industry updates
Transparent process
Open explanations and clear communication
Local compliance focus
Advice aligned with Australian regulations
Long-term support
Support continues as your needs change