Our Analytical Review Working Process
Gain insight into how we perform detailed portfolio evaluations: from the initial consultation and fact-finding to comprehensive analysis and summary.
Our Team of Portfolio Analysts
Years of financial sector experience, providing analytical reviews with transparency and care
Rachel Brooks
Master of Applied Finance University of Sydney
Portfolio diagnostics
Harbour Advisors
Certifications:
Methods:
Core Skills:
Focused on thorough analysis and clear communication for every client.
Marcus Wright
Graduate Diploma, Finance University of Melbourne
Market risk analysis
Equity Pathways
Certifications:
Techniques:
Main Strengths:
Brings client focus and market context to each consultative session.
Amelia Lau
Bachelor of Commerce, Finance Monash University
Risk exposure review
Synergy Portfolio Services
Accreditation:
Frameworks:
Skill Set:
Emphasises regulatory compliance and risk-focused assessment in every review.
Connor Wills
Bachelor of Financial Mathematics RMIT University
Data-driven review
Insight Consultancy
Qualifications:
Approaches:
Key Skills:
Brings technical accuracy to analysis and summaries for client confidence.
How Portfolio Reviews Work with Us
Our process is client-driven and transparent, focusing on your portfolio’s structure, risk profile, and alignment with your stated objectives. Each step is independent from product sales.
Initial Consultation & Fact-Finding
We discuss your objectives, preferences, and background to ensure a tailored and relevant review experience.
Assessment Goals
Clarify personal financial goals and risk preferences.
What We Assess
Gather information about your portfolio, vision, and any factors influencing your financial outlook. No product recommendations or sales are included.
Our Approach
Structured interviews and confidential questionnaires create a foundation for the review, encouraging open client input.
Analytical Tools
Discussion guides, digital forms
Deliverables Summary
Summary of initial discussion and questionnaire insights
Analytical Assessment & Review
Apply rigorous evaluation techniques to your asset mix, diversification, and risk exposure in context.
Assessment Goals
Assess the strengths and areas for adjustment in your portfolio.
What We Assess
Conduct in-depth review of current holdings, diversification levels, and historic risk tolerance relative to market trends.
Our Approach
Leverage analytical models and comparative benchmarks, staying detached from any product or fund suggestions.
Analytical Tools
Assessment frameworks, benchmarking data
Deliverables Summary
Objective review documents and optional graphical summaries
Risk Profile Evaluation
Examine your comfort with risk and market fluctuations, providing context-specific feedback.
Assessment Goals
Provide clarity about your market risk profile.
What We Assess
Explore your comfort with changing markets, stress test scenarios, and document areas for discussion and clarification.
Our Approach
Utilise proprietary mapping techniques with practical, scenario-based conversation during analysis.
Analytical Tools
Risk tolerance score tools, mapping techniques
Deliverables Summary
Personalised risk analysis summary
Reporting Session & Review Summary
Present results, clarify analysis points, and discuss actionable considerations so you feel empowered to make clear decisions.
Assessment Goals
Ensure you understand review findings and actionable next steps.
What We Assess
Walk you through findings, highlight areas of opportunity, and provide transparent, easy-to-reference summaries.
Our Approach
One-on-one session with supporting documents and summary reports for clarity and reference.
Analytical Tools
Summary documents, presentation slides
Deliverables Summary
Personal action plan and documentation of analytical review
Why Choose quinoralyxis
Compare our approach to conventional consultation