Real People, Real Financial Insight
We're not just analysts pushing numbers around spreadsheets. Our team brings years of practical experience helping Australian businesses and individuals understand financial markets without the jargon overload.
Experience That Actually Matters
Look, we've seen market cycles come and go since the early 2010s. Our team has worked through the shifts in Australian financial markets, helped clients navigate the 2020 volatility, and watched the bond market transform through 2023 and into 2025.
But here's what really counts—we've taught over 840 people how to read financial statements without falling asleep. We've simplified credit ratings for business owners who just wanted straight answers. And we've helped individuals understand their investment options without needing a finance degree.
- Twelve years combined experience analyzing Australian and international markets
- Practical teaching methods developed from real classroom feedback since 2018
- Regular consulting work that keeps us connected to actual business challenges
- Ongoing research into how everyday investors make financial decisions
The Team Behind the Analysis
Three professionals who decided that financial education should feel less like a lecture and more like a conversation over coffee.
Briony Wickham
Lead Financial EducatorStarted analyzing bond markets in 2013 at a Melbourne investment firm. Now focuses on breaking down complex financial concepts into practical lessons. Spent 2024 redesigning our curriculum based on what students actually struggled with.
Sylvie Drummond
Market Analysis SpecialistCame to us from corporate finance in 2019. Her speciality is explaining why markets move the way they do without resorting to economic theory. Creates our weekly market commentary that people actually read.
Petra Ellsworth
Research CoordinatorJoined in early 2023 after working in financial journalism. Keeps our content current and handles the research that backs up everything we teach. Also makes sure we're not oversimplifying to the point of being misleading.
How We Actually Teach This Stuff
We've learned that throwing information at people doesn't work. Neither does pretending finance is simple when it's not. So we developed a method that acknowledges complexity while making it digestible.
Our approach came from trial and error. We tried the traditional lecture format in 2019—students glazed over. We tried the ultra-casual approach—people felt they weren't learning enough. What works is somewhere in between.
Start With Real Scenarios
We begin with actual situations people face, not textbook examples. A small business considering expansion. Someone inheriting money and wondering what to do with it. Real questions deserve real context.
Build Understanding Gradually
Each concept builds on what came before. We don't assume prior knowledge, but we also don't insult your intelligence. The pace adjusts based on how participants respond during sessions.
Apply to Your Situation
Theory is useless if you can't use it. We spend significant time helping you apply what you've learned to your specific circumstances. That's where the actual learning happens.