Your Financial Path, Mapped Out

Planning your financial future isn't about quick fixes or complicated formulas. It's about understanding where you are now, where you want to be, and building a practical roadmap to get there.

Since trelavinos started working with Australian families back in 2018, we've noticed something interesting. Most people already know what they want financially. They just need help organizing their thoughts and turning them into steps they can actually take.

Kieran Bjørnstad

Senior Financial Advisor

How We Got Here

trelavinos didn't start with a grand vision. We started with a few conversations in 2018 that turned into something bigger than we expected.

The Beginning

March 2018

Three financial advisors from different firms kept running into the same problem. Clients understood the numbers but struggled with the execution. So we rented a small office in Wetherill Park and started testing a different approach. Less jargon, more conversation. It caught on faster than we thought it would.

Finding Our Method

November 2019

After working with about 80 families, we noticed patterns. Most financial stress came from uncertainty, not lack of money. People wanted clarity more than complex strategies. We formalized our planning process around that insight and haven't changed it much since.

Growth Through Word of Mouth

June 2021

We never advertised much. Most clients came through referrals from people who'd worked with us. By mid-2021, we had three advisors and two support staff handling over 200 active planning relationships. The waiting list got long enough that we had to expand our team.

Building for What's Next

January 2025

This year we're focused on making our planning process more accessible. We're adding monthly workshops starting in September 2025 and developing resources that people can use between advisory sessions. Same straightforward approach, just reaching more people who need it.

What Actually Happens When You Work With Us

People often ask what financial planning looks like in practice. Here's what you can expect. Nothing mysterious, just methodical work on things that matter to you.

Initial Conversation

We start with a 90-minute session where you tell us about your current situation and what you're trying to achieve. Most people find this part helpful just by itself because it forces you to articulate things you've been thinking about.

Data Collection

We'll need to see your current financial picture. Bank statements, super balances, debts, regular expenses. It takes about a week to gather everything. Some clients worry this will be invasive, but it's just numbers we need to work with.

Draft Plan Development

We take what you told us and what the numbers show, then build out a draft plan. This takes us about two weeks. The plan outlines specific steps sequenced in a way that makes sense for your situation, not copied from a template.

Plan Review Session

We walk through the draft together and adjust anything that doesn't feel right. Most plans change during this session because we learn more about your priorities and constraints. That's normal and expected.

Implementation Support

Once the plan is finalized, we help you take the first few steps. Opening accounts, setting up automated transfers, restructuring debts. The administrative stuff that people often put off. We check in monthly for the first quarter.

Ongoing Adjustments

Life changes and plans need to adapt. We schedule quarterly reviews to see what's working and what needs adjustment. Some clients stick with this for years, others just need it for a specific period. Both approaches work fine.

Financial planning documentation and analysis

Client consultation and financial review

What Sets Our Approach Apart

Most financial advisors focus on investment returns or product recommendations. We spend more time on the boring foundational stuff because that's usually where the biggest gaps are.

Cash flow organization. Debt sequencing. Emergency fund sizing. Tax structure. The things that don't sound exciting but make everything else possible. You can have the best investment strategy in the world, but it won't help much if your monthly cash flow is chaotic.

We also don't work on commission. You pay for our time and advice, not for implementing specific products. This lets us recommend whatever actually makes sense for your situation without worrying about how we get compensated.

Stellan Novotný

Financial Planning Specialist since 2019

Talk About Your Situation