Financial Planning That Actually Makes Sense
We started kavoelinium because most financial advice felt disconnected from real family life. Here's how we're changing that conversation, one family at a time.
Why We Do This
It started with a simple frustration. Traditional financial planning seemed designed for people who already had everything figured out. But real families? We're juggling school fees, mortgage stress, and trying to save for holidays that may never happen.
So we built something different. kavoelinium focuses on the messy, wonderful reality of Australian family finances. No jargon. No impossible savings targets. Just practical strategies that work with your actual life.
Since 2019, we've helped over 200 Brisbane families navigate everything from first home purchases to retirement planning. The common thread? Everyone just wanted someone who understood their specific situation.
What We Actually Believe
Real Talk Only
No financial fairy tales. We discuss what's actually possible with your income, timeline, and family priorities. Sometimes that means adjusting expectations.
Family First
Your money should support your family's wellbeing, not stress everyone out. We design plans that let you sleep better, not worry more.
Flexible Planning
Life changes fast. Kids grow up, careers shift, markets fluctuate. Our strategies adapt because rigid plans break under pressure.
The People Behind Your Planning
Persephone Wickham
Senior Financial Planner
Started in banking, switched to planning after realizing she preferred helping families over selling products. Specializes in education funding strategies.
Cordelia Brightwater
Investment Strategy Advisor
Former economics lecturer who translates market complexity into practical investment decisions. Known for explaining things without confusing spreadsheets.
We're a small team, which means you work directly with the people making your financial recommendations. No passing you off to junior staff or automated systems.
How We Actually Help
Financial planning shouldn't feel like homework you never wanted. We focus on practical outcomes that matter to your family's day-to-day reality.
- Budget strategies that work with variable income
- Property purchase planning for Brisbane market conditions
- Education savings that don't sacrifice current family needs
- Retirement planning that adapts to career changes
Every recommendation comes with clear explanations and flexible implementation. Because understanding your financial plan is just as important as having one.
Ready for Honest Financial Advice?
Let's have a conversation about your family's financial reality and what's actually possible from here.
Start the Conversation