Financial Planning With Heart
We've been helping Australian families build secure financial futures since 2018. No flashy promises or complex jargon – just honest advice that works for real people.
Why We Started This
Back in 2018, our founder Rachel noticed something troubling. Too many financial advisors were speaking in riddles, charging hidden fees, and pushing products that didn't match their clients' actual needs.
She'd worked at three different financial firms and kept seeing the same pattern – great people getting mediocre advice because their advisor was more focused on commission than outcomes.
So we built koravexian differently. Every recommendation we make comes with a clear explanation of why it matters for your specific situation. We charge transparent fees, never take commissions from product sales, and actually return your calls.
How We Actually Work
Most financial planning feels like you're being sold something. We flipped that around completely.
First, we spend time understanding what keeps you awake at night. Is it retirement? Your kids' education? That mortgage that feels overwhelming? We dig into the real concerns, not just the numbers on paper.
Then we build solutions that make sense for your life. Sometimes that means simple savings strategies. Sometimes it's complex investment structures. But every recommendation comes with a plain-English explanation and a clear timeline.
Our clients often tell us the best part is finally understanding their own finances. Knowledge beats anxiety every time.
Our Planning Process
We've refined this approach over hundreds of client relationships. It works because it's thorough without being overwhelming.
Discovery Session
We start with coffee and honest conversation. What are your goals? What financial decisions worry you? This isn't about selling – it's about understanding your unique situation and priorities.
Strategy Development
Based on your goals, we create a comprehensive plan that balances growth opportunities with risk management. Every strategy is explained in detail, so you understand the reasoning behind our recommendations.
What Sets Us Apart
After seven years of serving Australian families, we've learned what really matters in financial planning. It's not about having the fanciest investment products or the biggest marketing budget.
It's about building relationships based on trust, providing advice that actually helps, and being there when you need guidance most.
Transparent Fees
No hidden charges or surprise commissions. You know exactly what you're paying and why.
Regular Reviews
Your financial plan isn't set-and-forget. We meet quarterly to adjust strategies as your life changes.
Educational Approach
We explain every recommendation so you understand your options and feel confident in decisions.
