How we deliver independent financial recommendations
We base each consultation on transparent analysis, privacy, and a client-guided approach, ensuring objective and relevant outcomes for every individual.
Past performance doesn’t guarantee future results. Results may vary.
Our professional team
Meet the experts behind every recommendation and review
David Morrison
Lead Financial Analyst
David is a member of several relevant professional associations.
David brings nearly two decades of industry background and a reputation for thorough, client-centred analysis. Known for his objective perspective and attention to security, David oversees quality assurance for all internal reviews while personally handling sensitive client inquiries.
Jessica Wang
Senior Advisor
Jessica participates in ongoing professional development seminars.
Jessica offers clear, unbiased guidance and handles complex evaluations for diverse client profiles. Her strengths are in translating technical assessments into clear, practical insights that clients can confidently act on. She is recognised for her dedication to confidentiality and transparency.
Daniel Kim
Market Research Specialist
Daniel collaborates closely with the analytics team for each consultation.
Daniel conducts market reviews and detailed data analysis supporting our recommendations. He provides valuable, easy-to-understand background insights that help clients make sense of complex financial instruments, always maintaining a strong focus on objective research and factual reporting.
Our transparent consultation process explained
We emphasise clarity, confidentiality, and independent review throughout every phase of our service to ensure objective and beneficial consultations.
Initial consultation and goal discussion
We begin by listening to your financial needs, objectives, and preferences. The information you share is treated with complete confidentiality and guides our approach for your case.
All client data is securely stored and handled by our trained staff.
Comprehensive analytical review phase
Our advisors conduct objective reviews of relevant financial instruments and market factors. This analysis is documented, and any findings are clearly communicated to you.
We use only reliable public data sources for our evaluations.
Recommendations and report delivery
We provide a transparent, written summary of our conclusions and answer additional questions you may have. You’ll receive follow-up support to clarify our analysis if needed.
You always have access to your documentation for later reference.
How we compare
| Features | Peronmiariva | Other advisors |
|---|---|---|
| Objective recommendations | ||
| Strict privacy protocols | ||
| Written report delivery | ||
| Independent evaluations | ||
| No product commissions |