Started With Real Conversations
Back in early 2019, I noticed something weird. Friends would ask for financial advice over coffee, but they'd never actually follow through. It wasn't laziness. They just felt overwhelmed by all the conflicting information out there.
So we tried something different. Instead of fancy spreadsheets and complex investment strategies, we started with the basics. How to actually look at your bank account without anxiety. How to set up a system that doesn't feel like punishment. The boring stuff that nobody wants to teach because it's not flashy.
Turns out, that's exactly what people needed. By late 2019, those coffee chats had turned into regular sessions. We moved into our Collins Street space in 2020, right before everything changed. And somehow, being forced to adapt helped us figure out what actually works for most people.