Our Analytical Consultation Process
We believe strong financial decisions begin with clear communication and detailed analysis. This is why we carefully guide you through each phase—ensuring every consultation reflects your objectives. Results may vary based on individual circumstances.
Meet the zyvanauri Team
David Fennell
Senior Advisor
David brings more than a decade of experience in financial analysis and consultation. Known for his calm presence, he helps clients feel at ease during in-depth reviews, focusing on transparent and practical insights.
Sarah Lin
Client Relations
Sarah ensures every client feels heard and understood. Her background in communication and analytics bridges the gap between your questions and our systematic process to financial recommendations.
Jordan Zhu
Analytical Consultant
Jordan specialises in gathering and reviewing up-to-date market data. He is instrumental in crafting impartial and clear guidance for clients with different needs across Australia.
How Our Consultations Work
Our process begins with understanding your objectives, analysing the latest market data for your needs, and sharing clear, practical recommendations tailored for your goals. Results may vary, and the approach is never one-size-fits-all.
Initial Discussion and Clarification
We start by learning about your objectives and circumstances. All consultations are strictly confidential, with your needs guiding each stage. This conversation shapes the analytical focus.
We encourage open communication so we can tailor our analysis precisely to your requirements.
Research and Targeted Analysis
Our team reviews relevant data, recent market developments, and resource allocation approaches, offering impartial perspectives aligned with your situation.
You receive a summary of our findings with explanations for every suggestion made.
Final Recommendations Meeting
We bring insights together, discuss your options and provide practical guidance. This is your time to ask questions, ensuring full transparency and understanding before you make decisions.
You leave with a well-documented overview focused on your individual needs.
What Sets Us Apart
Understand our differences against alternative financial guidance providers
The table highlights key distinctions in approach, transparency, and client care—so you can choose with confidence.
Personalised Consultation
Impartial advice, transparent analysis, and client-focused discussions
Client-Focused Support
Your specific goals guide every discussion
No Product Promotion
Recommendations not tied to third-party products
Transparent Process
We explain our reasoning clearly
Data-Driven Analysis
Insights using the latest market information
Tailored Consultations
Adaptable to your unique circumstances
General Advisory Service
Often product-driven, less tailored to individual needs
Client-Focused Support
Your specific goals guide every discussion
No Product Promotion
Recommendations not tied to third-party products
Transparent Process
We explain our reasoning clearly
Data-Driven Analysis
Insights using the latest market information
Tailored Consultations
Adaptable to your unique circumstances