Back in 2022, I kept meeting startup founders who'd spent thousands on financial advisors only to get cookie-cutter advice about diversified portfolios and retirement planning. Meanwhile, they were trying to figure out equity structures, runway planning, and investor relations.
Why We Actually Started This
The gap was obvious. Australia's startup ecosystem was exploding, but the financial advice industry was still treating entrepreneurs like traditional employees. We decided to change that.
Today we work with over 200 Australian startups, from pre-seed through Series B. Our approach combines traditional financial planning with startup-specific strategies that actually make sense for founders.