How our financial planning works
Our approach blends transparent consultations, analytical reviews, and ongoing support to create a tailored planning experience for each client.
Meet our experienced consultants
Jordan Miles
Senior Consultant
Jordan brings more than a decade of experience in analytical reviews and transparent financial consultations. He is passionate about helping clients understand market dynamics and supports every step of the planning process with clarity and integrity.
Emma Roberts
Client Relations Lead
Emma specialises in building strong client relationships and ensuring every consultation is focused on individual priorities. Her approach is grounded in open communication and trust.
Graham Lee
Market Analyst
Graham provides detailed market reviews and supports the team with data-driven insights. Clients value his analytical perspective and clear, unbiased guidance.
Our step-by-step process
We guide each client through a clear, supportive planning process designed to build confidence and deliver practical solutions.
Discovery conversation
We begin with an open conversation to understand your needs, concerns, and planning objectives. This allows us to tailor our approach to your unique circumstances.
Initial call or meeting to get started
Personalised analysis
Our team performs an analytical review based on your information, market conditions, and relevant data. This ensures our recommendations are grounded in evidence.
Analysis and review session
Consultation and support
We present our findings, discuss options, and provide ongoing support as your needs evolve. Our relationship continues beyond the first conversation.
Regular check-ins and updates
How we compare to others
See the difference our approach makes
Review key distinctions between rumejunounvia’s financial planning service and a typical provider.
rumejunounvia approach
Transparent consultation and analytical review
Analytical review
Objective review and practical insights
Personal consultations
Guidance tailored to your needs
Transparent terms
All fees and terms explained clearly
Ongoing support
Continued assistance and updates
Data-driven insights
Recommendations based on evidence
Usual provider
Limited consultation with less transparency
Analytical review
Objective review and practical insights
Personal consultations
Guidance tailored to your needs
Transparent terms
All fees and terms explained clearly
Ongoing support
Continued assistance and updates
Data-driven insights
Recommendations based on evidence