How we deliver independent financial insight
Our process is structured to provide Australian investors with a clear, transparent, and objective evaluation of their portfolio. We never sell financial products, ensuring every review is free of conflicts of interest and built on real analysis.
Meet the people behind our process
David Whittaker
Lead Reviewer
David brings two decades of Australian market experience, specialising in independent analysis for individuals and organisations seeking a clear, practical understanding of their holdings.
Priya Rao
Consultant
Focused on providing transparent feedback, Priya excels at identifying subtle issues often missed and presenting findings in language that clients genuinely understand.
Benjamin Chen
Analyst
Benjamin supports our review process by handling data compilation, cross-checking analysis, and ensuring that reports reflect clients’ real objectives without outside influence.
Our step-by-step review process
We use a disciplined process that ensures transparency by keeping your best interests as the guiding principle. The steps below show how your experience is managed from the initial contact all the way to receiving your report.
Initial information gathering
First, we consult with you to discuss your financial objectives, risk settings, and preferences.
You’ll provide basic documentation about your investments, so we can build a holistic picture. Everything remains confidential.
Comprehensive portfolio review
Our team conducts an objective analysis of your current situation and desired outcomes.
We evaluate holdings for alignment with your stated goals, identifying gaps, overlaps, risk exposures, or unclear areas.
Report and discussion
Receive an easy-to-understand review highlighting key points, potential issues, and practical opportunities.
The summary is designed for use with your licensed adviser, making it simple to clarify next steps or ask informed questions.
Ongoing support, if required
Should you need clarification or want to follow up, we’re here to help after initial delivery.
We believe follow-up should focus on your priorities. Our team is available to answer questions relating to your review, within regulatory boundaries.
Our step-by-step review process
We use a disciplined process that ensures transparency by keeping your best interests as the guiding principle. The steps below show how your experience is managed from the initial contact all the way to receiving your report.
How we differ
Independent insight with no product endorsements