Real experts with diverse backgrounds, united by a passion for making financial planning accessible to entrepreneurs across Australia
After spending seven years helping small tech startups navigate their first funding rounds, Cordelia discovered her true calling was in the everyday financial challenges entrepreneurs face. She left her corporate consulting role in early 2024 to focus entirely on practical budgeting strategies.
Barnaby brings fifteen years of experience from Australia's banking sector, where he witnessed firsthand how traditional financial advice often missed the mark for entrepreneurs. His approach focuses on building systems that actually work in the real world of unpredictable business income.
A former university lecturer who traded academic theory for practical application, Thaddeus specializes in breaking down complex financial concepts into actionable steps. He's particularly passionate about helping entrepreneurs understand the psychology behind their spending decisions.
Back in late 2023, we were sitting around Cordelia's kitchen table — three financial professionals who'd grown frustrated with the gap between traditional advice and what entrepreneurs actually needed. Every client conversation seemed to start with "But the textbook approach doesn't work for my situation."
We realized that entrepreneurs don't need another investment portfolio lecture. They need practical tools for managing irregular income, planning for growth phases, and making financial decisions when everything feels uncertain.