Built on Trust, Driven by Results
We've spent six years learning that financial success isn't about following trends—it's about understanding what actually works for each client's unique situation.
What Guides Everything We Do
These aren't just words on our website. They're the principles that shape every conversation, every recommendation, and every relationship we build.
Clarity Over Complexity
Financial planning shouldn't require a PhD to understand. We break down complex strategies into clear, actionable steps that make sense for your life and goals.
Evidence-Based Decisions
Every recommendation we make is backed by thorough analysis and proven methodologies. We don't guess with your financial future—we research, verify, and validate our approach.
Long-term Perspective
Quick wins might look attractive, but sustainable financial health requires patience and strategic thinking. We focus on building wealth that lasts through market cycles and life changes.
Genuine Partnership
Your success is our success. We're not here to sell you products—we're here to understand your situation, respect your concerns, and work alongside you toward your goals.
How We Got Here
Every financial advisory firm has a story. Ours started with a simple observation: most people weren't getting the personalized attention they deserved.
The Beginning
Started kanerlyralsivia with a focus on serving Australian families who felt overlooked by larger firms. Our first office in Bendigo reflected our commitment to being accessible and community-focused.
Refining Our Approach
After working with dozens of clients, we realized that one-size-fits-all financial advice simply doesn't work. We developed our personalized methodology that considers each client's complete financial picture.
Expanding Expertise
Added specialized services in portfolio analysis and risk management. This wasn't about growing bigger—it was about serving our existing clients more completely.
Looking Forward
Today, we're focused on what we've always been focused on: helping clients make informed financial decisions that align with their values and circumstances.
The People Behind the Process
Financial planning is ultimately about people helping people. Here's who you'll be working with.
We're a small team by design. This means you'll actually get to know the people managing your financial strategy, and we'll get to know you beyond just your account balance.
Zelda Thornwick
Senior Financial Strategist
Caspian Moorfield
Portfolio Analysis Director
Our Methodology
We've refined our approach over hundreds of client relationships. Here's how we work together to build your financial strategy.
Complete Financial Assessment
We start by understanding your current situation, goals, and concerns. This includes income, expenses, existing investments, and most importantly, your comfort level with different approaches.
Strategic Planning
Based on your assessment, we develop a personalized strategy that balances growth potential with risk management. Every recommendation includes clear explanations of how and why it fits your situation.
Implementation Support
We help you put the plan into action, handling paperwork and coordination while keeping you informed of each step. You're never left wondering what's happening with your money.
Ongoing Partnership
Your financial situation changes, and so should your strategy. We provide regular check-ins, market updates, and strategy adjustments as your life evolves.