How We Actually Got Here
Back in 2018, our founder Elspeth was helping a mate understand their superannuation options. Three hours later, surrounded by printouts and increasingly frustrated hand gestures, she realized the problem wasn't intelligence. The industry just explained things terribly.
She'd spent years in financial planning, watching smart people make avoidable mistakes because information was buried under acronyms and assumptions. The tipping point? Seeing her own sister, a surgical nurse, too intimidated to start investing despite having savings ready.
We don't think you need a finance degree to understand where your money goes. You just need someone willing to explain it properly.
So we built programs that start from zero. Actual zero—not "we'll pretend we're starting from zero but really assume you know the basics" zero. Our September 2025 intake will be our seventh cohort, and we're still learning better ways to explain compound interest every single time.
These days we work with everyone from Byron Bay hospitality workers to Brisbane software developers. Different jobs, same initial confusion about investment fundamentals. And that's fine—it's exactly what our programs expect.
