Discover our transparent methodology
Our process emphasises collaboration, open dialogue, and ongoing support. We provide practical, understandable guidance tailored to your needs, ensuring you remain informed and comfortable at every stage.
Meet the coroaeroenivo team
Emily Rogers
Senior Advisor
Emily brings over a decade of experience in financial planning. She is known for her approachable style and her commitment to helping clients feel comfortable and informed throughout the process.
Liam Patel
Client Advisor
Liam specialises in building lasting relationships and providing clear, practical guidance. He is dedicated to making complex topics easy for clients to understand and act on.
Samantha Lee
Planning Specialist
Samantha focuses on tailored recommendations and ongoing support. She enjoys helping clients navigate important decisions and adapt to life’s changes.
Our step-by-step process
We use a collaborative, transparent approach to deliver practical solutions tailored for you. Each stage is designed to keep you informed and empowered.
Initial discovery meeting
We start by getting to know you, your goals, and your concerns during a relaxed, obligation-free meeting.
Our goal
Understand your unique needs and situation.
What we do
We ask questions and listen carefully to your priorities, ensuring we fully understand what matters most to you so we can tailor our approach accordingly.
How we do it
Through open conversation and a supportive environment, we make sure you feel heard and your questions are addressed.
Tools we use
Personalised questionnaires, discussion guides
What you receive
A summary of your goals and initial insights
Analysis and tailored recommendations
We analyse your information and develop practical, relevant recommendations for your situation.
Our goal
Provide clear, actionable options
What we do
Our team reviews the details you provide and considers your objectives, then prepares recommendations designed to fit your needs.
How we do it
By combining experience with analytical tools, we ensure our recommendations are practical and easy to understand.
Tools we use
Analytical software, scenario modelling
What you receive
Written recommendations and next steps
Collaborative review and feedback
We meet to discuss our recommendations, answer your questions, and adjust our approach based on your feedback.
Our goal
Ensure you are comfortable and informed
What we do
We explain each recommendation clearly and encourage you to ask questions or request changes as needed.
How we do it
Through an open, two-way conversation, we make sure you understand every option and feel confident moving forward.
Tools we use
Presentation materials, feedback forms
What you receive
Refined recommendations and action plan
Ongoing support and check-ins
Our relationship continues after your plan is implemented. We provide ongoing support and adapt as your needs evolve.
Our goal
Support your long-term confidence
What we do
We remain available to answer new questions and help you adapt to changes or new opportunities as they arise.
How we do it
Through scheduled check-ins and open communication, we ensure you always have the support you need.
Tools we use
Follow-up calls, progress checklists
What you receive
Regular updates and continued assistance
Transparent comparison dashboard
See how coroaeroenivo’s approach compares with others
We believe in clear, unbiased service and ongoing support—see how we measure up.
coroaeroenivo solutions
Transparent, client-focused guidance
Typical provider
Standardised, less tailored guidance
Transparency
Openness in process and fees
Personal attention
Level of tailored support
Ongoing support
Continued assistance after planning
Client satisfaction
Feedback and positive experiences