How our recommendation process works
Clarity, transparency, and respect for your individual goals guide each consultation
Our methodology is grounded in understanding your needs, market research, and delivering unbiased recommendations that support informed choices. We strictly adhere to regulatory guidelines.
Meet our team
Experience and dedication you can trust
Amanda Lee
Principal Advisor
Education
Master of Finance, University of Melbourne
Amanda draws on 15 years in financial consulting, offering practical recommendations tailored for Australian investors.
Experience
Skills
Methods
Certification
Ben Jamison
Senior Consultant
Education
Bachelor of Commerce, UNSW Sydney
Ben brings strategic thinking and detailed market analysis to each client interaction, focusing on unbiased support and clarity.
Experience
Skills
Methods
Certification
Lisa Kwong
Client Relations Lead
Education
Bachelor of Business Administration, Monash University
Lisa ensures smooth communication and a welcoming atmosphere, making consultations clear and productive for all clients.
Experience
Skills
Methods
Certification
Richard Moran
Market Analyst
Education
Master of Applied Finance, Macquarie University
Richard delivers robust analysis and supports the preparation of insightful, actionable reviews for our clients.
Experience
Skills
Methods
Certification
Your pathway to informed choices
We use a streamlined method that prioritises listening, clarity, and alignment with your needs, while strictly following Australian regulations for financial guidance.
Initial Conversation and Needs Assessment
The process starts by learning about your objectives and understanding your unique situation.
We schedule a conversation that allows you to discuss your goals in detail. You have the opportunity to ask questions and explain any challenges, which shapes the direction of further guidance.
Analytical Review and Research
Our team conducts careful research into current Australian financial trends for personalised recommendations.
We review market data, economic developments, and your specific requirements. This review is not product-driven, ensuring a neutral and objective perspective.
Personalised Consultations and Recommendations
Receive a tailored discussion that considers your comfort level and preferences.
We explain possible courses of action transparently, clearly outlining potential advantages and drawbacks where relevant. All decisions remain with you and no outcome is promised.
Follow-up and Ongoing Support
Our advisors are available for future questions or review sessions should your situation change.
Continued engagement ensures your recommendations stay relevant and practical over time, supporting your evolving goals and needs. Participation is always voluntary.
Your pathway to informed choices
We use a streamlined method that prioritises listening, clarity, and alignment with your needs, while strictly following Australian regulations for financial guidance.
How we compare to others
Clear benefits of independent, unbiased financial advice in Australia
Understand how our objective, client-focused consultation model differs from commission-based alternatives. We prioritise your needs every step of the way.
morenthavix’s Consultation Model
Individualised, non-promotional recommendations by experienced consultants
Unbiased Recommendations
Based on research, not product sales
No Commission Incentives
Fees are not based on product sales
Personal Goal Alignment
Recommendations tailored to each client
Regulatory Compliance
Aligned with current Australian rules
Ongoing Support Options
Follow-up meetings if requested
Typical Service Model
Commission-based advice with potential for conflicted interests
Unbiased Recommendations
Based on research, not product sales
No Commission Incentives
Fees are not based on product sales
Personal Goal Alignment
Recommendations tailored to each client
Regulatory Compliance
Aligned with current Australian rules
Ongoing Support Options
Follow-up meetings if requested