How Our Consultation Process Works
Learn more about Calyxaeorava’s independent, client-oriented consulting model. Our methodology is built on listening first, then using analytical reviews to offer recommendations that are practical and personalised. From the very first meeting, we prioritise transparency and ensure you understand how conclusions are reached—avoiding jargon and aggressively marketed products. No hidden affiliations or product sales means you receive authentic insights into current market dynamics and resource allocation. Each step is designed to support your decision-making process while respecting your specific context and preferences. We believe a consultative approach, grounded in open dialogue, gives clients confidence to navigate evolving financial environments in Australia.
Meet Our Independent Team
A group of professionals with diverse experience, committed to transparent and personalised consultation.
Lucy Harper
Lead Consultant
Expertise
Lucy prioritises independent analysis and open client dialogue, providing clarity on complex financial matters.
Lucy Harper
Lead Consultant
Expertise
Lucy prioritises independent analysis and open client dialogue, providing clarity on complex financial matters.
Ben Riley
Senior Advisor
Specialties
Ben’s background includes two decades of financial experience focused on ethical, client-first recommendations.
Ben Riley
Senior Advisor
Specialties
Ben’s background includes two decades of financial experience focused on ethical, client-first recommendations.
Rebecca Wang
Client Liaison
Strengths
Rebecca ensures every client feels heard, guiding them through the process with clarity and compassion.
Rebecca Wang
Client Liaison
Strengths
Rebecca ensures every client feels heard, guiding them through the process with clarity and compassion.
James Kelly
Market Analyst
Focus Areas
James brings a detail-oriented approach, using thorough market research to help inform recommendations.
James Kelly
Market Analyst
Focus Areas
James brings a detail-oriented approach, using thorough market research to help inform recommendations.
Step-By-Step Consultation Process
Our workflow is structured for clarity and transparency, with every stage explained and entirely focused on your priorities.
Understanding Your Context
Your consultation begins with a detailed discussion about your circumstances, needs, and goals. We listen to learn what matters most to you.
This stage forms the foundation for subsequent analysis and ensures our approach prioritises your unique context.
Analytical Review
We conduct an unbiased, in-depth assessment using the information you’ve provided—identifying relevant trends, risks, and opportunities.
Our findings are presented clearly, allowing you to make decisions with a full understanding of your situation.
Clear Recommendations
You receive transparent, practical recommendations without jargon or hidden motives. We’ll discuss every option and answer your questions.
Your feedback is encouraged, and you can revisit recommendations at your own pace. No aggressive sales or promotions.
Service Comparison Matrix
| Features | Objective Consult | Collaborative Review | In-Depth Analysis |
|---|---|---|---|
| Personalised recommendations and clarity | Available | Available | Available |
| Independent, transparent process | Yes | Yes | Yes |
| Detailed market context explanations | Yes | Yes | Yes |
| Ongoing support and open dialogue | Optional | Included | Included |