How our consultation process delivers value
A transparent approach
Our methodology ensures each recommendation is based on in-depth analysis and the latest data. From the first conversation, we focus on your needs, ensuring transparency, clarity, and independence in every interaction.
Past performance doesn’t guarantee future results.
Meet our professional team
Simon Walker
Lead Advisor
Simon has over 15 years' experience supporting clients with data-informed recommendations in finance. He's known for clear, jargon-free explanations that clients value.
Emily Chan
Senior Analyst
Emily specialises in analytical reviews, ensuring every recommendation is grounded in current market conditions. Her attention to detail and client focus set her apart.
David Murray
Consultation Director
With a background in corporate finance, David brings objectivity and leadership to every project. He guides clients through even the most complex situations with care.
Our step-by-step process
We begin with a full review of your goals and needs, proceed to detailed analysis, and continually communicate our findings clearly. Our approach is comprehensive, adaptable, and always client-focused, ensuring no step is rushed.
Initial client consultation
Start with an in-depth discussion to clarify your current circumstances and goals, building mutual understanding for tailored support.
Your goals
Understand your unique objectives and requirements.
Our approach
We ask targeted questions about your personal or business context to fully capture your expectations and challenges.
Our methods
Sessions are conversational, interactive, and strictly confidential, creating a comfortable environment for open exchange.
Key tools
Secure digital meeting platforms, dedicated advisor.
Expected outcomes
Customised agenda outlining your priorities and preferences.
Data analysis and review
We conduct a thorough analysis of key financial factors relevant to your situation, ensuring our perspective is grounded in real data.
Your goals
Develop a holistic understanding of present circumstances.
Our approach
Collate pertinent market, economic, and regulatory data aligned with your goals. Conduct structured analysis for clear insights.
Our methods
Blend client-provided information with reputable market data and advanced analytical methods for reliable outcomes.
Key tools
Market data platforms, analytical software.
Expected outcomes
Detailed summary report of findings and context.
Developing recommendations
Based on insights gained, we prepare tailored recommendations intended to support well-informed choices and future planning.
Your goals
Present actionable suggestions designed for clarity and relevance.
Our approach
Formulate guidance and review scenarios to fit your objectives, helping weigh options objectively.
Our methods
Advice is delivered through transparent discussion, visual summaries, and opportunity to ask questions.
Key tools
Digital presentations, visual summary tools.
Expected outcomes
Action points and follow-up questions; opportunity for discussion.
Follow-up and ongoing support
We remain available for continued guidance, updating our advice as your circumstances or market factors change.
Your goals
Ensure clients stay informed about relevant developments and options.
Our approach
Offer proactive communication and additional consultations based on new information or shifting priorities.
Our methods
Regular check-ins or as needed, always with client approval, ensuring support is flexible and accessible.
Key tools
Secure communications, scheduled follow-ups.
Expected outcomes
Progress updates and documented recommendations.
Comparison overview summary
See what sets us apart from standard consultation options
Our service places priority on unbiased, analytical guidance and clear communication, distinct from typical advisory providers.
omrithanexi consultation
Individually tailored, transparent reviews
Tailored reviews
Every recommendation is based on your situation
Transparent analysis
We explain each analytical step clearly
Unbiased recommendations
Advice is free from third-party influence
Up-to-date data
Analysis uses the latest available data
Ongoing support
Continued communication and review
Standard advice firms
Generalised and template-based processes
Tailored reviews
Every recommendation is based on your situation
Transparent analysis
We explain each analytical step clearly
Unbiased recommendations
Advice is free from third-party influence
Up-to-date data
Analysis uses the latest available data
Ongoing support
Continued communication and review