Building Financial Security Together

Started in 2019, we've been helping Australians navigate their financial paths with practical guidance and genuine understanding of what it means to plan for the future.

Based in Wollongong, we work with people across New South Wales who want real conversations about money without the pressure or complexity.

How We Got Started

Back in early 2019, our founder noticed something frustrating. People kept asking the same questions about managing money, but nobody was giving them straight answers. Everything was either too technical or felt like a sales pitch.

So we started lemorvixan with a different approach. We wanted to create a space where Australians could actually understand their financial options without feeling overwhelmed or talked down to.

Six years later, we're still doing exactly that. We help families, professionals, and retirees work through their financial concerns with clear information and patient guidance. No complicated jargon. No pressure tactics.

Financial planning discussion in modern office setting

What Makes Our Approach Different

We've found that financial security isn't about following someone else's blueprint. It's about understanding your own situation and making informed choices that work for you.

Honest Conversations First

When someone contacts us, we start with a genuine conversation. Not a sales meeting. We spend time understanding what they're worried about, what they're working toward, and what questions keep them up at night.

Most people who come to us already have a sense of what they need. They just want confirmation they're thinking about it correctly and guidance on next steps. That's exactly what we provide.

One-on-one financial consultation meeting

Education Over Everything

We believe informed people make better financial decisions. That's why we spend considerable time explaining concepts, walking through scenarios, and answering questions until everything makes sense.

Our clients tell us they appreciate that we never rush through explanations or make them feel silly for asking basic questions. Financial literacy takes time to build, and we're patient with that process.

Financial education materials and planning documents

What Guides Our Work

These principles shape how we interact with clients and approach financial guidance. They're not fancy mission statements. They're commitments we actually follow.

Transparency in Everything

We explain our recommendations clearly and show our reasoning. If something won't work for your situation, we say so. If we don't know something, we'll find out rather than guessing. People appreciate knowing exactly where they stand.

Long-Term Thinking

Quick fixes rarely solve financial challenges. We focus on building sustainable approaches that work over years, not months. This means sometimes recommending slower strategies that have better long-term outcomes.

Client-Centered Decisions

Your financial situation is unique to you. We don't push standard packages or one-size-fits-all solutions. Every recommendation considers your specific circumstances, goals, and comfort level with different approaches.

Ongoing Support

Financial planning isn't a one-time event. Life changes, markets shift, and new questions come up. We stay available to our clients for check-ins, updates, and those moments when they just need to talk through a decision.

People Behind the Service

We're a small team, which means you'll get to know us pretty quickly. Everyone here has genuine experience with financial planning and a commitment to helping clients feel confident about their decisions.

Edith Falkenrath, Senior Financial Advisor

Edith Falkenrath

Senior Financial Advisor

Edith joined us in 2021 after spending years working with families on retirement planning. She has a talent for explaining complex financial concepts in ways that actually make sense. Clients often mention how comfortable she makes them feel during consultations.

Tomas Lindqvist, Financial Planning Specialist

Tomas Lindqvist

Financial Planning Specialist

Tomas focuses on working with younger professionals who are just starting to think seriously about their financial future. He understands the unique challenges of building wealth while managing student loans, mortgages, and career transitions.

Ready for a Real Conversation?

We're here to answer your questions and help you think through your financial decisions. No pressure, no complicated pitches. Just honest guidance from people who care about getting it right.

Get in Touch