Meet the People Behind Your Financial Journey
Every budget tells a story. Our team brings decades of combined experience helping Australian families write better financial chapters.
The Faces That Make It Happen
We're not just financial advisors sitting in ivory towers. We're real people who've walked similar paths—from paying off student loans to managing growing families, from starting businesses to planning retirement. Here's who you're really working with.
Calista Thornfield
Head of Financial Strategy
Calista joined us in early 2023 after spending eight years at a major Australian bank where she specialized in debt restructuring for families facing financial hardship. What sets her apart? She actually uses every budgeting technique we teach—not because she has to, but because she genuinely believes in their power. Her own journey from ,000 in credit card debt to financial stability in three years shaped our core methodology.
Marcus Weatherby
Senior Budget Analyst
Before Marcus became our go-to person for complex financial situations, he spent twelve years as a small business owner running a cafe in Brisbane. That experience taught him something most financial advisors miss—how unpredictable income really works. When his business faced challenges during the 2020 shutdowns, he developed the flexible budgeting frameworks that now help thousands of freelancers and contractors manage irregular earnings.
Rebecca Kim
Client Education Specialist
Rebecca brings a unique perspective as both a qualified financial counselor and former high school teacher. After noticing how many of her students' families struggled with basic money management, she transitioned to financial education full-time in 2021. She's the person who translates complex financial concepts into the clear, practical advice you'll find throughout our resources—because she's had plenty of practice explaining things in ways that actually stick.
What Drives Our Work
Financial wellness isn't about perfect spreadsheets or never spending money on things you enjoy. It's about building systems that work with your real life, not against it. Here's what guides everything we do.
Practical Over Perfect
We've seen too many people abandon budgets because they couldn't maintain unrealistic standards. Our methods are designed to bend without breaking, accommodating real life's inevitable surprises and imperfections.
Transparency Always
No hidden fees, no fine print, no promises we can't keep. When we share strategies, we tell you exactly why they work and when they might not be right for your situation.
Accessible Knowledge
Financial education shouldn't require a finance degree to understand. We break down complex concepts using examples from everyday Australian life—from grocery shopping to mortgage decisions.
Sustainable Progress
Quick fixes don't create lasting change. We focus on building financial habits that grow stronger over time, adapting as your life circumstances evolve and change.