Managing Money Shouldn't Be Complicated
We've stripped away the confusing jargon and built something that actually makes sense. Here's what working with us looks like from the first conversation to the moment you feel genuinely confident about your finances.
Four Straightforward Steps
No hidden fees. No pressure tactics. Just a clear path toward better financial habits that stick around.
Start With an Honest Conversation
We meet at our Fyshwick office or connect online. You tell us what's keeping you up at night—whether it's debt, saving for a house deposit, or understanding where your money disappears each month. This chat typically runs 45 minutes, and there's no obligation afterward.
We Map Out Your Current Situation
Think of this as your financial health check. We look at income, expenses, debts, and goals. But we're not judging—we've seen it all. The bloke who spent too much on takeaway last year? That was probably half of Canberra. We create a visual breakdown that shows exactly where you stand right now.
Build a Plan That Fits Your Life
Cookie-cutter advice doesn't work. Your plan needs to account for your actual life—kids' sports fees, that coffee habit you're not giving up, irregular income from freelance work. We design strategies around what's realistic for you, not what some financial textbook says you should do.
Regular Check-ins Keep You on Track
Things change. Maybe you get a promotion or face unexpected medical bills. We schedule monthly or quarterly reviews depending on your needs. And you can message us between sessions when questions pop up—which they always do around tax time or when you're considering a major purchase.
Meet the People Behind the Process
These are the folks you'll actually work with. No faceless call centers or automated responses—just real people who remember your name and your goals.
Petra Nylund
Senior Financial Advisor
Fifteen years helping Canberra families sort through mortgage options and retirement planning. She's particularly good at explaining superannuation in ways that don't make your eyes glaze over.
Siobhan Kellaway
Budget Specialist
Former accountant who switched careers after realizing people needed help before tax season, not just during it. She's brilliant at finding money in budgets you didn't know was there.
Ingrid Zagar
Debt Management Expert
Specializes in helping people untangle credit card debt and personal loans. She's seen every consolidation strategy that exists and knows which ones actually work in Australian markets.
What Makes This Different From Other Services?
Most financial advice in Australia either comes from banks trying to sell you products or from expensive consultants who charge hundreds per hour. We sit somewhere in the middle.
Our advisors don't work on commission. That means when Petra suggests a savings account or investment option, she's not getting a kickback from the bank. The advice is genuinely about what works for your situation.
Our Promise to Clients
We'll never push you into investments you don't understand. If something doesn't make sense after we explain it twice, we'll find a different approach. Your comfort with the plan matters more than hitting arbitrary financial targets.
Ready to Get Started?
Book a free initial consultation at our Fyshwick office or arrange an online meeting. No sales pitch—just an honest conversation about where you are and where you want to be.
Schedule Your Free Consultation