Our Methodology: How We Work With You
Our approach combines research, transparent dialogue, and Australian market understanding to personalise each recommendation.
Meet Our Experts
Our consultants bring decades of experience
Rachel Andrews
Senior Financial Adviser
Master of Finance University of Sydney
Australian markets
Warren & Co.
Rachel delivers tailored recommendations for clients seeking practical direction. She prioritises clear, jargon-free dialogue in every session.
Liam Chen
Client Consultation Specialist
Bachelor of Commerce Monash University
Consultative reviews
Smith Group
Liam guides clients through their financial questions with thoughtful, unbiased feedback. He has a strong analytical skillset.
Emily Tran
Consulting Analyst
Graduate Diploma in Finance University of Melbourne
Regulations & compliance
Hillman Advisory
Emily’s expertise is in interpreting Australian regulatory shifts and providing actionable recommendations based on the latest changes.
David Foster
Senior Advisory Consultant
Master of Business Administration Griffith University
Strategic analysis
Barton Capital
David focuses on transparent analysis for complex scenarios. He values consistent communication and realistic, objective support.
Our Simple, Transparent Process
Each client journey is structured in steps, ensuring clarity and relevance for every consultation. Your experience is always our focus.
In-depth Fact Finding
Our process begins with a comprehensive understanding of your financial context, objectives, and any specific considerations. This foundation ensures relevance in every step.
We ask the right questions to understand your goals and concerns.
Analytical Consultation
In personalised sessions, our consultants provide research-backed recommendations, reviewing each option in detail and contextually for Australian regulations.
Clear guidance is always provided before any decision.
Ongoing Support and Feedback
After initial discussions, our support continues. We provide follow-up reviews and are available for additional questions as your situation evolves.
Maintain contact for timely updates and further insights.
How We Compare
Key differences from traditional financial consultation services
Compare our approach and value against standard industry practices for Australians.
mivaraquent consultative service
Unbiased, research-based recommendations only
Unbiased feedback
No products sold, just analysis
Personalised sessions
Tailored, client-focused approach
Clear fee structure
No hidden costs
Australian-relevant advice
Guided by local regulations
Follow-up support
Ongoing for new questions
Typical advice platforms
May include product sales and incentives
Unbiased feedback
No products sold, just analysis
Personalised sessions
Tailored, client-focused approach
Clear fee structure
No hidden costs
Australian-relevant advice
Guided by local regulations
Follow-up support
Ongoing for new questions