Our step-by-step review method
Objective, structured, thorough
At felorithian, we approach every review with a structured methodology designed for clarity and transparency. We engage you openly from the first consultation, establish your financial aspirations, then carefully assess the dynamics shaping your portfolio. The result is a practical report and clear recommendations—always tailored and free of technical jargon.
Meet the team
Expertise you can trust every day
Helen Tranter
Senior Advisor
Degrees
Master of Applied Finance, University of Melbourne
Helen has fifteen years of experience in client-focused financial consultancy and holds an advanced degree in commerce. She values transparent, calm dialogue above all else.
Background
Key skills
Approaches
Certifications
Ronald Baines
Portfolio Reviewer
Degrees
Bachelor of Business Economics, UNSW
With a background in economics and practical evaluation, Ronald emphasises clarity and careful listening during every client interaction, making the review process approachable.
Background
Key skills
Approaches
Certifications
Priya Chauhan
Client Support Lead
Degrees
Bachelor of Commerce and Management, Monash University
Priya focuses on creating a supportive, responsive environment for all clients. She brings strong coordination and communication skills to each review session.
Background
Key skills
Approaches
Certifications
Nathan Li
Senior Review Specialist
Degrees
Master of Commerce – Finance, University of Sydney
Nathan offers a comprehensive, research-driven perspective on market trends, making his analyses precise and easy to follow for clients of all backgrounds.
Background
Key skills
Approaches
Certifications
How our review works
We prioritise listening to your goals, offering detailed assessments that provide a clear path toward informed financial planning, always in accessible terms.
Initial introduction meeting
We begin by meeting with you to discuss your financial background, comfort with risk, and any current questions. This step lays the groundwork for a personalised review and establishes your key objectives.
You will have the opportunity to share details so we can focus on what matters most to you.
Comprehensive portfolio assessment
Using updated market data and our analytical expertise, we conduct a detailed review of your portfolio—focusing on your mix of assets and their alignment with your financial aspirations.
All findings will be clearly explained, with practical feedback and no pressure to act.
Structured recommendation session
After our assessment, we arrange a consultation to present our insights. We encourage discussion and questions, ensuring you understand the rationale behind each suggestion.
We provide a clear report tailored to your specific preferences and goals.
Comparison of service types
| Features | Standard review | Comprehensive review | Annual re-assessments |
|---|---|---|---|
| One-on-one consultation with advisor | Included | Included | Included |
| Detailed asset mix assessment | Basic | Extended | Annual |
| Market movement analysis included | Summary | In-depth | Annual |
| Personalised feedback session | Yes | Yes | Yes |