Our approach to financial consultation
Discover how our independent, research-driven process prioritises your needs and keeps consultations clear, relevant, and regulated for Australia.
Ethical standards
Transparent service rooted in client-first principles.
Documented process
Receive clear records of all discussions and suggestions.
Meet our professional team
James Callaghan
Senior Consultant
James brings over fifteen years of experience within the Australian financial landscape, focusing on client-tailored support. His approach values open dialogue and evidence-led guidance for each consultation.
Hannah Singh
Consulting Advisor
Hannah specialises in independent research and client education, making complex topics accessible and relevant. She is dedicated to maintaining ethical standards in all communications and advice given.
Graham Winter
Principal Consultant
Graham’s extensive background in regulated advisory settings helps him tackle evolving client needs. His personal focus is on transparent, practical feedback in every situation, always prioritising confidentiality.
How our process works
Initial conversation
We begin by understanding your individual circumstances, listening closely to your questions, priorities, and preferences.
Situation review
Our team analyses your financial landscape, including relevant market trends and external influences impacting your goals.
Personalised feedback
We then present findings in clear language, outlining practical considerations for your situation so you can make informed choices.
Ongoing support
We remain available for follow-up conversations and updates, adapting recommendations as your circumstances or the market change.
What makes us different?
Understand the unique advantages of our independent consultations compared to other market providers.
| Key features | paranexilo advisors | Typical advisory firm | Automated platforms |
|---|---|---|---|
| Unbiased consultative approach | Yes, always | Sometimes | Rarely |
| Transparent cost structure | Detailed summary | Not always | Hidden costs |
| Australian market focus | Local expertise | General focus | No local insight |
| Ongoing review opportunities | Offered | By request | Limited |
| No product push or sales | Never | Often | Sometimes |