We're here to help you make sense of investing

Started in 2019 by two advisers who were tired of the usual financial jargon and overcomplicated portfolio strategies

Look, we get it. Most people don't wake up excited about investment portfolios or market allocations. But when it comes to securing your future, having someone who actually listens and speaks plain language makes all the difference. That's what we do here.

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Modern investment advisory workspace in East Maitland
Our Beginning

Started with a simple frustration

Finnian and I were working at one of those big financial firms back in 2018. You know the type—everything needed three approvals, clients got generic advice, and honestly? We felt like we were reading from scripts half the time.

One afternoon over coffee, we sketched out what an advisory practice could look like if we actually put clients first. Not in the marketing brochure way, but genuinely. Where conversations didn't feel like sales pitches. Where someone could ask a "dumb question" without feeling judged.

By March 2019, we'd opened our first office in East Maitland. Small team. Big ambitions. And a promise to ourselves that we'd never make investing more complicated than it needs to be.

What actually matters to us

These aren't just words on a wall—they're how we make decisions when things get tricky

Honesty over sales targets

Sometimes the best advice is "don't invest right now" or "that product isn't right for you." We'd rather lose a sale than your trust.

Clear communication

No jargon unless necessary. And when it is necessary, we explain it properly. You shouldn't need a finance degree to understand your own investments.

Long-term thinking

We're not interested in quick wins that might hurt you later. Building wealth takes time, and we're here for the whole journey.

The people behind the advice

We're a small team intentionally. When you work with us, you'll actually get to know everyone. No getting passed around to junior advisers or call centers.

Finnian Aldridge, Senior Investment Adviser

Finnian Aldridge

Senior Investment Adviser

Started his career at Macquarie before realizing he preferred talking with clients over spreadsheets. Has a weird talent for explaining complex market movements using sports analogies. Outside work, he's usually hiking somewhere in the Blue Mountains or attempting to perfect his sourdough recipe.

Saskia Vandenberg, Portfolio Strategy Director

Saskia Vandenberg

Portfolio Strategy Director

Brings 12 years of portfolio management experience from roles in Sydney and Melbourne. Known for her ability to spot risk patterns others miss. She's the person who asks the uncomfortable questions during strategy sessions—which usually saves clients from costly mistakes. Volunteers as a financial literacy mentor for new migrants.

How we actually work with clients

Every client relationship starts the same way—with a proper conversation. Not a sales pitch. We want to understand where you're at, what keeps you up at night, and what you're hoping to build.

From there, we build a strategy that makes sense for your situation. Could be conservative. Could be growth-focused. Usually somewhere in between. And it changes as your life changes.

  • Regular check-ins that aren't just portfolio reviews—we talk about life changes too

  • Access to your adviser directly, not through a receptionist screening calls

  • Plain language reports that you can actually understand

  • Flexibility to adjust strategies when markets shift or life throws curveballs

Client consultation session at Kamirya Kamilia Netflux office

Let's talk about your financial future

First conversation is always relaxed and pressure-free. We'll grab a coffee, hear your story, and see if we're a good fit. No obligations, no hard sells.

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