People Behind Your Financial Progress

We're a small group based in Western Sydney who spend most days thinking about how Australians save money. Not in some grand revolutionary way—just practical approaches that actually fit into busy lives.

How We Work With Clients

Our process isn't complicated. Most people come to us feeling overwhelmed by conflicting advice about savings. We break it down into steps that make sense for their situation—not textbook theories that look good on paper but fall apart in real life.

Initial Chat

We start by listening. What are your actual expenses? What worries keep you up at night? This isn't a sales pitch—it's us getting to know your reality.

Analysis Phase

We look at your numbers without judgment. Everyone's financial picture has messy bits. Our job is finding patterns and opportunities you might have missed.

Custom Plan

Based on what we've learned, we build something specific to you. Not a template with your name plugged in—an actual strategy that accounts for your priorities.

Regular Check-ins

Life changes. Your savings approach should adapt too. We touch base throughout the year to adjust as needed—no extra meetings if things are cruising along fine.

Sienna Elderfield

Senior Financial Advisor

I've been helping people sort out their money since 2013. Started in Melbourne before moving to Sydney in 2019. Most of my work involves translating complicated financial jargon into plain language that makes sense over coffee.

What I've noticed over the years—people don't need more information. They're drowning in it. What helps is having someone filter through the noise and point out what actually matters for their specific circumstances.

Outside work, I'm usually at Parramatta Park with my dog or attempting to maintain a vegetable garden that consistently produces more zucchini than any human needs.

What Guides Our Work

These aren't corporate values printed on posters. They're the things we actually talk about when reviewing client situations and deciding how to move forward.

No Template Solutions

Cookie-cutter plans don't work because everyone's dealing with different income levels, family situations, and goals. We start fresh with each person.

Honest Conversations

If something won't work for your situation, we'll tell you straight. Building trust takes longer when you're dancing around uncomfortable truths.

Long-Term Thinking

Quick fixes usually create new problems down the line. We focus on strategies that hold up over years, not just until the next financial quarter.

Local Understanding

Living in Western Sydney means we understand the cost pressures and opportunities specific to this area. It makes a difference in the recommendations we make.

Continuous Learning

Financial regulations change. Economic conditions shift. We stay current not because we love paperwork, but because outdated advice can cause real harm.

Clear Communication

Financial services love complicated language. We think that's counterproductive. If you can't understand what we're recommending, how can you implement it confidently?

Our Day-to-Day Reality

Most mornings start with reviewing overnight market movements that might affect client portfolios. Not because we're making dramatic daily changes, but staying informed means we're not caught off guard by shifts.

Client meetings make up the bulk of our week. Some are quick catch-ups over the phone. Others involve sitting down with spreadsheets and working through scenarios together. The variety keeps things interesting.

Paperwork is unavoidable in financial services. We've streamlined where possible, but compliance requirements mean there's always documentation to maintain. It's not glamorous, but it protects everyone involved.

Financial planning discussion at parionexis office in Greystanes

Reviewing savings strategies with clients in Western Sydney

Team collaboration on client financial solutions

Ready to Discuss Your Situation?

We're not going to pressure you into immediate decisions. First conversation is usually about understanding where you're at and whether we're a good fit for helping you move forward. No obligation, no sales tactics.

Get In Touch