Our Story Started with a Simple Question
What if financial services actually put people first? Six years later, we're still asking better questions and finding answers that matter to real Australian families and businesses.
How We Got Here
The Beginning
Started in a small Brisbane office with three people and one shared belief - that financial advice shouldn't feel like deciphering ancient hieroglyphics. We spent our first year just listening to what people actually wanted from their financial partners.
Growing Pains
Moved to the Gold Coast and learned some hard lessons about scaling personal service. Turns out, you can't just hire more people and expect the same care level. We developed our customer service training program after several painful feedback sessions.
Finding Our Rhythm
Finally cracked the code on combining efficiency with genuine care. Our team developed what we call "financial conversations" - where complex topics become understandable without losing the important details. Client retention hit 94% this year.
Meet Roslyn Blackwater
Our founder started orlanexivia after spending twelve years watching big financial firms treat clients like account numbers. She had this crazy idea that maybe financial planning could feel more like getting advice from a trusted friend who happened to be really good with money.
- CPA with 18 years in financial planning
- Specialized in small business financial strategy
- Regular speaker at Australian Financial Planning Association events
- Mother of three who understands real family financial pressures
What Drives Everything We Do
Plain English Conversations
No jargon, no confusing terms designed to make us sound smart. If you leave our office confused about your own finances, we haven't done our job properly.
Long-term Thinking
We're not here to sell you products or chase quarterly targets. We're building relationships that last decades, which means our success depends on your actual financial wellbeing.
Accessible Expertise
Professional financial guidance shouldn't require a minimum seven-figure portfolio. We work with families just starting out and businesses finding their feet, not just established wealth.
We measure our success by how confident our clients feel about their financial decisions, not by how impressed they are with our complexity. Every strategy we recommend has to pass one simple test - would we suggest this to our own family?
The orlanexivia Team