Our independent review process explained

We believe informed decisions come from impartiality. Our methodology centres on objective assessment, regulatory compliance, and detailed risk analysis. We do not promote specific products or have sales quotas, ensuring your interests are the focus throughout the process.

Meet our team

Experience and credentials you can trust

Amelia Hargreaves

Lead Financial Consultant

Regulatory compliance

Graduate Diploma in Financial Planning Monash University

Brightway Advisory Group

Key strengths

Risk analysis

Disclosure expertise

Client focus

Methods used

Objective needs analysis

Clear communication

Accreditations

Certified Practising Accountant

Registered Financial Adviser

Amelia guides clients through regulatory requirements, risk analysis, and fee transparency. Her expertise supports clear, independent recommendations for a variety of clients.

Amelia’s approach ensures clients are fully informed about all aspects of financial decisions. Her process is thorough, combining industry best practice with attention to personal circumstances. Results may vary.

Daniel Liu

Senior Review Specialist

Analytical review

Master of Applied Finance University of Sydney

Clarke Financial Group

Key strengths

Analytical thinking

Technical analysis

Process transparency

Methods used

Detailed documentation

Regulatory adherence

Accreditations

Graduate Certificate Financial Analysis

ASIC Authorised Representative

Daniel brings analytical rigour to each case, focusing on comprehensive market reviews and respect for compliance throughout the process.

Daniel’s in-depth market reviews help clients evaluate relevant risks and repayment structures. He maintains a strictly impartial approach to ensure recommendations are evidence-based.

Samantha Carter

Compliance Consultant

Process improvement

Bachelor of Commerce, Finance Major University of Queensland

Fitzgerald Audit Solutions

Key strengths

Regulatory oversight

Ethical judgment

Best practice implementation

Methods used

Systematic review

Ethics-based evaluation

Accreditations

Ethics in Financial Advice

Registered Tax (Financial) Adviser

Samantha prevents conflicts of interest and ensures every consultation follows best-in-class ethical standards. Her eye for process helps protect client interests.

Samantha’s proactive stance helps keep the process transparent and compliant. Her diligence ensures all risks and potential fees are clearly presented to clients.

Paul Bennett

Client Service Coordinator

Client communication

Diploma of Business Administration RMIT University

Orion Wealth Group

Key strengths

Organisational skills

Communication

Client support

Methods used

Streamlined onboarding

Feedback integration

Accreditations

Certificate IV Business

Client Service Award

Paul manages scheduling and communication, ensuring each client receives prompt updates and required information prior to sessions.

Paul is the first point of contact for new clients, arranging their consultations and delivering updates efficiently. He values client experience and timely service.

Our process

A clear journey from start to finish

Initial inquiry

Connect with our team to outline your needs and receive information about our impartial consultation process.

Analytical review

We conduct objective reviews of available options, regulations, risks, and fee structures for your circumstances.

Personalised recommendations

Receive a written, tailored review outlining possibilities, considerations, and clear action points.

Discussion and support

Ask questions, clarify recommendations, and proceed confidently with a deeper understanding of your options.

Our review process vs alternatives

Understanding the difference in approach and transparency

When considering financial advice, it’s vital to know the process behind each recommendation. Compare our impartial review with typical alternatives to see what sets us apart.

Transparent