Our consultation approach explained
Get a clear idea of how our advisory process works and what to expect from each personalised session. We prioritise clarity, individual understanding, and transparency throughout.
Meet our seasoned advisors
David Richardson
Lead Consultant
David brings over 15 years’ experience in the finance sector. He specialises in facilitating clear communication, helping individuals evaluate available financial offerings with confidence.
Monica Evans
Senior Advisor
Monica excels at making complex financial topics approachable. Her transparent conversations ensure clients receive practical reviews suited to their current objectives.
Alex Wu
Consultant
Alex is known for his strong analytical skills and client-first mindset. He assists with current market reviews and supports clients’ understanding during every step of the consultancy process.
How our consultation works
Our process is designed to keep things straightforward, respecting your preferences and objectives throughout each interaction. We combine market awareness with practical conversation and follow clear, non-promotional practices.
Initial understanding session
We begin with a conversation to clarify your needs, experience, and financial interests while ensuring your expectations are realistic.
Our aim
Set the stage for personal context and objectives
Our process
Discuss your current situation and outline any concerns or preferences that could affect your financial choices. We listen carefully to ensure transparency.
Our methods
Hold an open, guided discussion to gain important details and foster trust without steering decisions.
Resources used
Structured questionnaires and face-to-face consultations
Outcomes
Session notes outlining your expressed needs and goals
Market and instrument assessment
Advisors review relevant market data and available offerings matching your interests, always remaining neutral and independent.
Our aim
Present information you can use
Our process
Examine current trends and applicable financial tools, summarising their features and suitability. We provide all relevant facts and avoid product bias.
Our methods
Analyse published materials and verify independent sources for objectivity before presenting findings.
Resources used
Industry reports, independent analysis platforms
Outcomes
A summary factsheet with a list of reviewed options and market context
Analysis and feedback discussion
Clients and advisors go through available information together, focusing on meaningful factors and direct impacts for you.
Our aim
Deepen understanding and support your choices
Our process
Review factual findings together and address your main questions, offering practical input and honest clarifications.
Our methods
Interactive meetings that empower you to voice concerns, compare tools, and weigh options.
Resources used
Visual comparison charts and practical outcome scenarios
Outcomes
Discussion summary document provided after the session
Review and follow-up support
We are available for ongoing questions. Whether conditions change or you require further input, our support adapts to stay relevant for you.
Our aim
Maintain ongoing clarity on your reviewed options
Our process
Offer continued insight and remain accessible for future questions regarding previous assessments.
Our methods
Advisors respond to new inquiries with up-to-date, neutral feedback.
Resources used
Follow-up email or online calls
Outcomes
Written responses or updated review documents
Compare our approach
See the difference when choosing Avoryxentil’s independent assessment
Our personalised consultations offer clear, unbiased input as compared to promotional outlets pushing prescriptive solutions.
Avoryxentil advisors
Objective advice, no product sales
Personalised input
Conversations matched to your goals
Unbiased product reviews
Reviews not tied to commissions
Ongoing support
Continued Q&A after initial review
Independent from sales
No agenda to promote products
Market awareness
Regular updates on industry trends
Product sellers
Similarly named, but sales-oriented
Personalised input
Conversations matched to your goals
Unbiased product reviews
Reviews not tied to commissions
Ongoing support
Continued Q&A after initial review
Independent from sales
No agenda to promote products
Market awareness
Regular updates on industry trends