Explore Our Consultation Methodology
At feralynovia, we believe exceptional portfolio reviews and financial recommendations arise from rigorous analysis and a transparent, client-focused approach. Our process begins with an initial confidential discussion to determine your unique goals, risk tolerance, and circumstances. We then undertake a detailed review using advanced financial software, synthesising your portfolio structure, and current market insights. From there, we provide actionable recommendations designed to clarify and support your ongoing objectives. Compliance and privacy are prioritised throughout every stage. Please note that recommendations are general in nature and not product-specific; results may vary.
Meet Our Team
Your experienced advisors in Australia
Emma Roche
Senior Financial Advisor
Bachelor of Commerce University of Sydney
Portfolio analysis
Victor & Clarke Ltd.
Emma has specialised in independent portfolio analysis for more than 12 years. She’s known for her objective insights and commitment to client trust.
Andrew Li
Lead Analyst
Master of Applied Finance UNSW Sydney
Financial trends
Zenith Advisory
Andrew’s expertise is in data-driven financial reviews and trend interpretation. He approaches each consultation with precision and respect for confidentiality.
Olivia Gibbs
Client Liaison Director
Graduate Diploma in Finance Monash University
Client communications
Everson Group
Olivia bridges the gap between analytical reviews and client service. She ensures all communications are transparent and supportive throughout the process.
Samir Patel
Senior Reviewer
Bachelor of Economics University of Melbourne
Holistic reviews
Kinsey Associates
Samir’s focus is on holistic assessments and up-to-date financial advising. He has consulted for a wide range of Australian clients over the past decade.
Our Consultation Process
Designed to deliver transparency, clarity, and client-specific support from first meeting to actionable recommendations.
Initial Confidential Discussion
The process begins with a one-on-one session to learn about your financial situation, objectives, and questions. We discuss your priorities and collect only essential information to support the review.
Relationship Start
Build rapport and confirm confidentiality guidelines.
Goal Clarification
Identify your main financial priorities and concerns.
Comprehensive Review and Analysis
We examine your portfolio composition, highlight observations, and analyse allocation patterns. This phase uses advanced analytical tools to ensure objectivity throughout the review.
Fact-Finding
Explore and document portfolio elements and trends.
Analytical Perspective
Deliver context-rich conclusions for discussion.
Personal Recommendations Session
Findings are shared in a transparent consultation. We discuss all observations in detail and outline practical suggestions tailored for your circumstances. No financial products are promoted.
Discussion Meeting
Collaborate to review insights and clarify next steps.
Action Steps
Highlight observable actions for consideration.
Ongoing Support and Follow-up
As your priorities evolve, we offer periodic check-ins and are available for further reviews. Our support emphasises privacy, objectivity, and timely updates throughout your financial journey.
Client Trust
Establish lasting relationships built on transparency.
Follow-up
Support your ongoing financial clarity.
Service Comparison
What sets us apart from others