Our Approach
Explained
We believe the foundation of effective financial consulting is clear communication and a respectful, client-focused process. Our service begins with understanding your objectives, followed by a thorough analysis of your current portfolio and resources. We share independent, research-driven feedback and ensure you have time to ask questions throughout the consultation. Recommendation summaries are provided in accessible language, free from unnecessary complexity, so you can make decisions that suit your circumstances. Results may vary for each client, and no outcomes are promised—our mission is to provide clarity, not guarantees.
Meet Our Consultants
Anna Bennett
Senior Consultant
Anna has over fifteen years of experience in Australian financial consulting, known for her commitment to ethical practices and clear client communication. Her particular expertise lies in market analysis and supporting clients through strategic decision-making at every stage.
David Williams
Lead Analyst
David’s role focuses on providing data-driven assessments and delivering clear, jargon-free feedback to clients. With a background in research, he brings a measured approach to each consultation, ensuring decisions are always based on evidence and proper context.
Lily Chen
Finance Specialist
Lily is dedicated to understanding each client’s financial landscape and crafting reviews that reflect real-world considerations. Her strengths are her attention to detail, reliability in follow-up, and ongoing support beyond the initial consultation.
How Our Process Supports You
Our step-by-step approach is grounded in transparency and respect for your personal circumstances. Every analysis is tailored, beginning with understanding your goals, followed by an independent review of your financial situation. Progress is communicated clearly, and we avoid technical complexity whenever possible.
Initial confidential discussion
Clarifying your financial objectives
Comprehensive review of resources
Tailored recommendations provided
Ongoing support post-consultation
Comparison of Consultation Services
Understand the difference between our independent analysis and market alternatives
We prioritise clarity and unbiased feedback, unlike some providers who may focus on commission-based recommendations. See how our values align with what you expect.
cronaviqent Consulting
Personal, transparent guidance only
No commissions involved
We do not accept incentives or sales commissions
Transparent assessment process
Each step is clearly described in advance
Data privacy compliance
Your information handled securely
Continuous post-consultation support
Questions answered after service completes
Personalised discussions only
No automated or generic analysis reports
Generic Advice
In-house products and incentives
No commissions involved
We do not accept incentives or sales commissions
Transparent assessment process
Each step is clearly described in advance
Data privacy compliance
Your information handled securely
Continuous post-consultation support
Questions answered after service completes
Personalised discussions only
No automated or generic analysis reports