How our approach delivers clear, unbiased analysis
We begin by listening carefully to your expectations, risk preferences, and any concerns you may have. By combining industry expertise and current market insights, we craft recommendations that are both relevant and easy to act on. Each session is tailored, ensuring your interests are prioritised throughout the evaluation.
David Peterson
Lead Portfolio Adviser
Meet our advisers
Our team brings decades of specialised experience, focusing on honest, transparent conversations in every client meeting.
Sophie Lee
Senior Adviser
Core skills
Sophie is highly regarded for her attentive approach and ensures every client receives a thorough, jargon-free experience.
Michael Turner
Consultant
Focus areas
With over 20 years in the industry, Michael helps clients understand market dynamics with patience and insight.
Priya Sharma
Associate Adviser
Specialist in
Priya enjoys translating complex market data into clear, practical options for clients with varying experience.
Alan Harris
Client Liaison
Expertise
Alan coordinates sessions and ensures every client’s interaction is marked by respect, privacy, and support.
Step-by-step advisory process
Our method builds trust, transparency, and clarity into every stage, making analysis approachable and results understandable.
Introductory conversation and discovery
We begin with a relaxed, confidential chat to learn about your circumstances and outline our role. Your comfort and clarity are our first priority throughout every interaction.
No actions are expected of you in this stage, and you have full control over the process and information shared.
Comprehensive background review
We review documentation you provide, which may include previous investment activity, objectives, and any concerns. No products or sales occur—just objective discussion.
This step enhances understanding and allows us to create a relevant, independent overview.
Objective portfolio analysis session
Using industry research and current market context, we present observations and suggestions in plain language to ensure easy understanding.
All advice is practical and free from product recommendations. Clarity and confidentiality remain paramount.
Follow-up and next steps support
Finally, we summarise our findings and provide suggestions, answering your questions and helping map possible next actions as you choose.
The ongoing relationship is designed around your preferences with periodic check-ins if desired. Results may vary.
How we stand out in the field
| Service Feature | wyndarosel.com | Competitor A | Competitor B |
|---|---|---|---|
| Personalised portfolio review | |||
| No product sales or promotion | |||
| Confidential, unbiased advice | |||
| Australian team with local focus |