Our approach to providing considered recommendations
Story-driven, transparent, professional
Our methodology begins with listening—every client is encouraged to share their story and concerns. By pairing analytical reviews with personal consultations, we deliver guidance that is always transparent and collaborative, not prescriptive or product-driven.
Past performance does not guarantee future results. Results may vary based on individual circumstances.
Meet your advisory team
Our team brings a depth of experience and a genuine commitment to transparent, tailored support.
Erin Holt
Senior Advisor
Areas of focus
With a background in analytical reviews and ethics compliance, Erin provides practical recommendations with a personal touch.
Erin Holt
Senior Advisor
Areas of focus
With a background in analytical reviews and ethics compliance, Erin provides practical recommendations with a personal touch.
Samir Tayeb
Consultant
Expertise
Samir blends in-depth market insights with clear, approachable guidance for each client’s needs.
Samir Tayeb
Consultant
Expertise
Samir blends in-depth market insights with clear, approachable guidance for each client’s needs.
Linda Cheng
Client Liaison
Strengths
Linda ensures every client feels welcome and informed throughout their journey with us.
Linda Cheng
Client Liaison
Strengths
Linda ensures every client feels welcome and informed throughout their journey with us.
Mark Evans
Market Analyst
Key skills
Mark offers reliable reviews and helps translate complex market details into actionable insights.
Mark Evans
Market Analyst
Key skills
Mark offers reliable reviews and helps translate complex market details into actionable insights.
How our process works together
Every client benefits from a proven combination of listening, analysis, and open communication.
Initial Conversation
Your journey starts with a relaxed conversation exploring goals and expectations for future planning.
We listen first to understand what matters most.
Market Review Preparation
Our team analyses current market conditions relevant to your interests and context.
You’ll always receive clear, practical background for any recommendations.
Personal Consultation Meeting
We discuss findings, answer any questions you have, and refine recommendations as needed.
Your preferences guide every meeting and next step.
Ongoing Support and Review
Stay informed with check-ins and scheduled updates, adjusting guidance as your needs change.
Support continues beyond the initial recommendation.
How we stand apart
| Features | syrenovexio | Others |
|---|---|---|
| Personalised consultations | ||
| Analytical reviews for each client | ||
| Transparent communication | ||
| No product-based recommendations | ||
| Ongoing support offered |