Our Methodology Explained Clearly

We prioritise a client-centric approach, beginning each consultation by listening to your story. Our team collects context about your goals, financial landscape, and the questions most on your mind. With this foundation, we conduct analytical market reviews, draw on industry knowledge, and develop recommendations in plain language. We never promote specific financial products or engage in commission-based referrals, ensuring our guidance remains impartial. Our independence lets us adapt our process according to your needs and maintain full transparency every step. You can rely on advice designed to empower your decisions, backed by consistent support. All privacy and regulatory requirements under Australian law are followed closely, and no outcomes are promised—results may vary.

Meet Our Team

Sophie Hamilton, financial consultant, in an Australian office

Sophie Hamilton

Consultant

Sophie brings years of analytical experience and a talent for simplifying complex subjects for clients seeking financial clarity.

James Murphy, senior advisor, advising a client in the office

James Murphy

Senior Advisor

James draws on his extensive industry background and client-first mindset to guide individuals through market reviews and personal consultations.

Priya Patel, liaising with clients in a professional office

Priya Patel

Client Liaison

Priya ensures every client interaction feels welcoming and trustworthy while supporting timely communication and privacy at every stage.

How We Structure Consultations

Our advisory process is tailored to suit every client's unique background and needs

1

Initial Conversation

We listen to your goals, concerns, and financial background, building a foundation of trust and understanding.

This stage helps us identify your needs and establish what matters most.

2

Context Gathering

We review relevant personal or market information to ensure recommendations match your circumstances.

Transparency is maintained about any applicable fees or APR rates.

3

Guidance and Review

We provide analytical feedback backed by experience and ongoing research, never pushing specific products.

Clear, jargon-free recommendations support informed choices for your situation.

4

Ongoing Communication

We remain available for questions and regular check-ins as your needs evolve over time.

Each consultation concludes with a review of next steps and open communication.

Compare Our Service Approach

Understand the vestrianoq difference versus common consultation models

We deliver independent guidance with ongoing support and transparent communication. Explore how we differ from conventional models.

vestrianoq Advisory Team

Delivers impartial reviews with confidentiality

4.8/5
Varies

Traditional Advisor

Often tied to product incentives or commissions

3.2/5
Unclear

Transparency and Fees

Clear discussion of costs, APR rates if relevant

vestrianoq Advisory Team 95%
Traditional Advisor 68%

Independence

No product promotion or third-party incentives

vestrianoq Advisory Team 98%
Traditional Advisor 45%

Personalisation

Advisory shaped by your personal needs

vestrianoq Advisory Team 92%
Traditional Advisor 56%

Ongoing Support

Continued communication as needs evolve

vestrianoq Advisory Team 90%
Traditional Advisor 54%