Our review and consultation methodology
We combine a structured approach with open dialogue. Analytical reviews aim to clarify your choices, while consultations allow for in-depth discussion of financial considerations relevant to you.
Meet the team
Practical experience, analytical mindset
Sarah McAllister
Lead Advisor
Master of Finance and Risk Management Australian National University
Allied Financial Group
Key skills
Methods
Certifications
With a decade of experience, Sarah specialises in delivering analytical insights and clear communication, prioritising unbiased support for clients.
Sarah is known for breaking down complex subjects with empathy and precision, supporting clients by explaining rationale behind every step and creating a supportive consultation environment.
Damon Chen
Consultation Specialist
Master of Commerce, Finance University of Melbourne
Aureus Advisory
Key skills
Methods
Certifications
Damon offers a detail-oriented and process-driven approach to supporting client decision-making, always focusing on transparency and trust.
Damon thrives on analytical problem solving and transparent explanations. He ensures each client understands their review outcomes within the larger context of their goals.
Kate Singh
Review Analyst
Graduate Certificate Finance Bond University
Southern Cross Finance
Key skills
Methods
Certifications
Kate brings strong analytical thinking and practical clarity to the team, helping clients make informed decisions that align with personal circumstances.
Kate approaches each review with thorough research, engaging clients in straightforward conversations that empower them to consider choices and potential impacts.
Michael Reynolds
Client Support Lead
Bachelor of Business, Finance Major Monash University
Unity Advisors
Key skills
Methods
Certifications
Michael ensures every consultation runs smoothly, drawing from extensive experience in financial support and customer relations.
Michael coordinates each stage of the review and consultation, addressing questions promptly while maintaining efficient communication between advisors and clients.
How our process works
Simple, transparent steps for investment recommendations
Initial Understanding
We begin by learning about your current position, objectives, and risk outlook through open conversation.
Your preferences and needs set the foundation of the review process.
Analytical Review
Our team conducts an unbiased review, identifying opportunities and considerations relevant for you.
We document findings, so every recommendation is clear and traceable.
Personal Consultation
Discuss insights face-to-face or online, where we explain reasoning and explore available options together.
All questions are welcomed, ensuring you stay informed.
Follow-Up Support
After your decision is made, we remain available for clarifications or future reassessments as your needs change.
Ongoing support keeps your plan aligned with your situation.
Analytical review comparison
How our personal consultations and reviews differ from other services
perionthalq
Consultation-focused, transparent reviews
Personalised review steps
Adapted for each client
Transparent explanations
Every reason outlined
Ongoing support
Guidance continues forward
Unbiased perspectives
Independent, no influence
Prime Advisory
Standardised, less personal service
Personalised review steps
Adapted for each client
Transparent explanations
Every reason outlined
Ongoing support
Guidance continues forward
Unbiased perspectives
Independent, no influence
Clear Consult
Basic recommendations only
Personalised review steps
Adapted for each client
Transparent explanations
Every reason outlined
Ongoing support
Guidance continues forward
Unbiased perspectives
Independent, no influence