Meet Our Financial Experts
A dedicated team of professionals committed to helping Australians achieve better financial consolidation through practical education and innovative budget management strategies.
Leadership Built on Experience
Our leadership team brings together decades of experience from Australia's major financial institutions, fintech startups, and regulatory bodies. We've seen firsthand how fragmented financial management affects everyday Australians.
After working in traditional banking for years, our founders recognized a gap between complex financial products and what people actually need. That's why we focus on practical education rather than overwhelming jargon.
Combined, our executive team has helped over 12,000 individuals better understand their financial position through workshops and one-on-one guidance since 2019.
Our Core Team
Declan Fitzgerald
Founder & Financial Education Director
Former Commonwealth Bank senior analyst who left corporate banking in 2018 to focus on financial literacy. Declan has developed our core curriculum and leads our quarterly workshops across Melbourne and Sydney.
Matthias Chen
Technology & Systems Lead
Previously built fintech solutions at Xero before joining us in early 2023. Matthias oversees our platform development and ensures our tools remain accessible for users of all technical backgrounds.
Kai O'Sullivan
Research & Content Specialist
Economics graduate from ANU who joined us after completing research on household debt patterns in Australia. Kai creates our educational materials and keeps our content relevant to current market conditions.
Our Areas of Focus
Budget Consolidation
We teach practical methods for combining multiple financial accounts and tracking systems into manageable, clear processes that work with your lifestyle.
Financial Education
Our workshops focus on real-world skills like reading statements, understanding fees, and making informed decisions about financial products available in Australia.
System Design
We help individuals create sustainable financial tracking systems that reduce complexity while improving visibility into spending patterns and savings opportunities.