Our approach to consultation
How we provide tailored support for your decisions
Learn how zestario structures its personal consultations, ensuring compliance and transparency throughout the engagement.
Meet our consultation team
Experienced, client-focused specialists ready to guide you.
Alison McDonald
Lead Consultant
Specialisations
Alison brings over a decade of client-facing experience, combining regulatory knowledge with analytical depth.
Robert Kwan
Senior Analyst
Specialisations
Robert's background in sector analysis supports clients seeking detailed market insights during consultations.
Priya Sharma
Consultation Advisor
Specialisations
Priya excels in personal consultations, listening closely to client goals and providing actionable recommendations.
Stephen Taylor
Client Support
Specialisations
Stephen manages ongoing support, ensuring every client experience at zestario is clear and well-coordinated.
How our process works
Every phase is built on transparent communication, regulatory compliance, and a focus on your unique needs.
Initial Consultation Planning
We begin by understanding your objectives and gathering relevant information in a secure, direct conversation.
Goal discovery
Identifying and confirming priorities
Secure collection
Ensuring all data remains confidential
Analytical Market Review
Our team conducts a comprehensive and independent review, using data-driven methods while referencing current regulations.
Insight summary
Clear review of market movements
Regulation check
Ensuring compliance with Australian standards
Personal Recommendation Session
We discuss review findings in a one-on-one consultation, answering your questions and making tailored suggestions.
Guided discussion
Addressing your unique situation
Clear advice
Explained in approachable terms
Follow-Up & Ongoing Support
After your session, we offer continued support, additional explanations, and opportunities to revisit advice as needed.
Continued contact
Further support, if required
Extra clarification
Ensuring ongoing transparency
How zestario is different
See how our recommendations and approach compare to alternatives in Australia
zestario
Personal consultations, tailored guidance
Personal meetings
Direct, tailored consultations
Regulatory compliance
All advice follows standards
Follow-up support
Continuous client assistance
Objective analysis
Independent, data-driven reviews
Generic Advisors
Template-based summaries
Personal meetings
Direct, tailored consultations
Regulatory compliance
All advice follows standards
Follow-up support
Continuous client assistance
Objective analysis
Independent, data-driven reviews
Online Portals
Automated overviews only
Personal meetings
Direct, tailored consultations
Regulatory compliance
All advice follows standards
Follow-up support
Continuous client assistance
Objective analysis
Independent, data-driven reviews