Our approach to financial guidance
Professional, clear, objective
Our process is structured to put your needs at the centre. We start with understanding your goals, background, and specific questions, then proceed with a step-by-step analytical review—prioritizing clarity, objectivity, and your comfort at every point. Each conversation is confidential and grounded in transparent communication, making sure all details regarding fees or terms are fully explained. We aim to help you understand the information presented so you can move forward with assurance. Results may vary and past performance does not guarantee future outcomes.
Our specialist team
Meet our experienced professionals
Samantha Logan
Senior Adviser
Education
Master of Business Administration, Sydney University
With more than a decade’s experience, Samantha is known for her attentive approach and detailed analytical reviews. She’s committed to making your goals central to every discussion.
Experience
Key skills
Preferred methods
Certifications
Daniel Price
Client Adviser
Education
Bachelor of Commerce, University of Queensland
Daniel combines careful listening with experience in analytical reviews and market research. His transparent style ensures clients always know their options.
Experience
Key skills
Preferred methods
Certifications
Emily Turner
Relationship Manager
Education
Diploma of Financial Services, TAFE NSW
Emily excels in communication and client support. She coordinates consultations, ensuring a welcoming and comfortable process for all, backed by service-focused training.
Experience
Key skills
Preferred methods
Certifications
Benjamin Evans
Adviser
Education
Bachelor of Business (Finance), Monash University
Benjamin brings a balanced perspective, focusing on objectivity and rigorous research. He enjoys working collaboratively to clarify complex topics and support client understanding.
Experience
Key skills
Preferred methods
Certifications
Our consultation process
From the very first conversation to the delivery of tailored advice, our transparent and adaptive process centres your needs. Every step is explained clearly—no hidden details or jargon—so you know exactly what to expect.
Initial conversation and needs discovery
During our first discussion, we clarify your objectives, circumstances, comfort level, and any concerns. This stage forms the foundation for a tailored consultation built around your requirements.
Objective understanding
Gain a full picture of your needs and goals
Transparency
No details are hidden or overlooked
Personal analytical review and findings
Our professionals review all relevant factors and conduct a thorough analysis, providing clear, unbiased findings to guide your next steps with confidence.
Detailed review
All options are carefully examined
Independent insight
Recommendations delivered objectively
Consultation and recommendations
You’ll receive a clear summary of insights, practical steps, and relevant details to help you make informed choices. We explain our reasoning in accessible language.
Understandable advice
Every recommendation is easy to follow
Ongoing support
We answer questions throughout
Follow up and continuous support
After your session, we remain available for further discussions or to clarify topics as needed. Each step is taken to ensure your ongoing confidence in our service.
Continued guidance
Support is always available
Open communication
Reach out any time
How we compare
| Features | kynaltheriq | Others |
|---|---|---|
| Personal consultations & analytical review | ||
| Clear, jargon-free recommendations | ||
| Upfront disclosure of terms and fees | ||
| Client-centred approach | ||
| Ongoing support after consultations |