Our Financial Education Methodology

Built on real-world experience and proven Australian market insights since 2019

The paesavevivyo Framework Approach

Our methodology isn't just theory – it's what actually works for Australian families and businesses. We've spent years refining this approach based on real client outcomes and market conditions.

Practical budgeting strategies that work with irregular Australian incomes
Investment principles tailored to local superannuation and tax structures
Risk management approaches for property-focused portfolios
Small business financial planning that considers GST and PAYG obligations

What makes our approach different is the focus on implementation rather than endless planning. Most people know they should budget – we show you exactly how to make it stick.

How We Build Financial Capability

Phase 1

Financial Health Assessment

We start by understanding your current financial position – not just income and expenses, but your relationship with money. This includes identifying blind spots most people have around spending patterns and financial decision-making.

Phase 2

Custom Strategy Development

Using your assessment, we create a specific plan that works with your lifestyle and goals. This isn't generic advice – it's tailored to your industry, family situation, and financial personality. We consider everything from your super strategy to tax optimization.

Phase 3

Implementation Support

The gap between knowing what to do and actually doing it is where most people struggle. We provide structured support to help you implement changes gradually, with regular check-ins to address challenges as they arise.

Phase 4

Long-term Capability Building

Our goal is to help you become financially self-sufficient. This phase focuses on developing your decision-making skills and confidence to handle future financial challenges independently.

Meet Our Financial Educators

Kieran Blackwood

Principal Financial Educator

Former bank lending manager who understands both sides of financial decisions. Kieran specializes in helping small business owners navigate the complexity of business and personal finance integration.

Evelyn Rourke

Investment Strategy Specialist

With 12 years in portfolio management, Evelyn focuses on practical investment education for everyday Australians. She's particularly skilled at explaining complex concepts in ways that actually make sense.

Isla Pemberton

Behavioral Finance Expert

Isla combines psychology and finance to help clients understand why they make certain money decisions. Her approach helps people develop healthier financial habits that actually stick long-term.

Ready to Start Your Financial Education Journey?

Our next comprehensive program begins in September 2025. We work with small groups to ensure personalized attention and real progress on your financial goals.

Learn About Our Programs