tavirexola

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We're Here to Simplify Your Financial Path

Running a business in Australia means dealing with numbers that actually matter. Not just spreadsheets and tax codes, but the kind of financial clarity that helps you sleep better at night.

Since 2018, we've worked with small business owners who needed more than generic advice. People wanted someone who'd actually look at their specific situation and help them figure out what works. That's what we do.

Learn More About Our Approach
Financial planning workspace with documents and analysis tools
340+ Businesses Supported Since 2018
7 Years Serving NSW Coastal Region
18 Average Client Relationship in Months
92% Client Retention Rate 2024
Professional consultation meeting discussing financial strategies

How We Actually Work With You

Most financial services talk about partnerships and tailored solutions. We skip the buzzwords and focus on what you're dealing with right now.

Maybe you're worried about cash flow in the quieter months. Or you're thinking about hiring someone but aren't sure if the numbers add up. Sometimes it's just about understanding which expenses actually move the needle.

  • We start by understanding your business model and where the pressure points are
  • Then we look at your current financial setup without judgement about how you got here
  • Together we build systems that work for how you actually operate, not some textbook version
  • Regular check-ins keep things on track as your situation changes through the year

The best feedback we get? Clients say they finally understand what their numbers are telling them. That's when good decisions start happening.

Building Financial Confidence Step by Step

We don't believe in overnight transformations. Real financial stability comes from consistent work over time. Here's how most of our client relationships develop.

1

First Conversation

We talk about where your business is right now. What's working, what's keeping you up at night, and what you wish you understood better. No sales pitch, just an honest discussion about whether we're a good fit.

2

Financial Health Review

Over the next few weeks, we dig into your current setup. We're looking for opportunities you might have missed and risks that need attention. You'll get a clear picture of where things stand.

3

Implementation Phase

This is where the work happens. We set up systems, adjust processes, and start tracking what matters. It takes a few months to get everything humming, but you'll feel the difference pretty quickly.

Who's Behind the Work

We're a small team based in Coffs Harbour. Everyone here has spent years working directly with business owners, so we understand the challenges you face because we've seen them hundreds of times before.

Team member reviewing financial reports and business analytics

Ingrid Thorvaldsen

Senior Financial Advisor

Started in corporate finance before realising small businesses needed someone who could translate complex financial concepts into plain English. Now works with retail and hospitality clients across the north coast. Outside work, she's usually hiking somewhere around Dorrigo.

Financial advisor working with business documents and planning materials

Casper Lindström

Business Planning Specialist

Spent a decade helping startups figure out their financial foundations before joining us in 2021. He works primarily with trades and service businesses who are scaling up. Known for asking the questions clients didn't know they needed to answer.

Ready to Get Your Financial Picture Clearer?

We're taking on new clients for autumn 2025. If you're a business owner in the NSW coastal region who wants straightforward financial guidance without the corporate nonsense, let's talk.

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