How Our Review Method Works
We follow a transparent, step-by-step process to ensure your financial review is clear, objective, and suited to your individual needs and priorities.
Meet the Review Team
Expertise crafted for clear guidance
Amelia Bennett
Senior Financial Reviewer
Education
Bachelor of Commerce, University of Sydney
Brings over fifteen years of analytical expertise with thorough, client-focused reporting.
Experience
Skills
Approaches
Credentials
James Hamilton
Review Process Lead
Education
Master of Applied Finance, Monash University
Coordinates the end-to-end review system and ensures a high level of client confidentiality.
Experience
Skills
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Credentials
Linda Tran
Client Relations Specialist
Education
Bachelor of Business Administration, Macquarie University
Focuses on clear communication, making every aspect of the review approachable for clients.
Experience
Skills
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Credentials
Ethan Morgan
Portfolio Review Associate
Education
Bachelor of Finance, University of Queensland
Provides in-depth analysis to support independent portfolio evaluations and clear reporting.
Experience
Skills
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Credentials
Our Four-Step Review Process
A consistent method for clear, impartial analysis
Objective Needs Assessment
Engage in a structured discussion to clarify your objectives, current portfolio, and preferences.
No product recommendations or sales steps included.
Documentation Review
Examine your documents for an unbiased snapshot of your investment holdings and overall structure.
Privacy standards adhered to during all review phases.
Analytical Examination
Deliver a clear analysis with practical, documented observations relevant to your goals.
Feedback based only on your profile, not investment products.
Personalised Reporting
Summarise findings in an accessible format, ensuring all advice is neutral and actionable.
Final outputs support informed decisions without external influence.
How Our Reviews Compare
See the difference in approach and support
Our independent process is structured to provide clarity and objectivity, delivering results directly aligned with your goals. Our focus is on assessment, not sales.
corenaliqra Reviews
Impartial review service focused on understanding your individual financial needs.
General Advisor
Standard assessment services, often influenced by commission arrangements.
Impartial Advice
All guidance provided is independent and without sales agenda.
Privacy Commitment
Information handled under strict data protection standards.
Report Clarity
Reports presented in plain language for easier understanding.
Process Transparency
An open process with stage-by-stage communication throughout.