toramivenlusq - Financial Planning

The Minds Behind Your Financial Future

Meet the experienced professionals who bring decades of combined expertise in financial planning and milestone achievement strategies

Our Leadership Team

Behind every successful financial journey stands a team of dedicated professionals. Our leaders bring together diverse backgrounds in financial planning, investment strategy, and personal development coaching.

What sets our team apart isn't just their qualifications—it's their genuine commitment to understanding each client's unique circumstances and crafting personalized pathways to financial milestones.

47 Combined Years
890+ Clients Guided
Kieran Blackworth, Chief Financial Strategist

Kieran Blackworth

Chief Financial Strategist

Investment Planning Risk Assessment Portfolio Strategy

22 years in financial services

Kieran started his career analyzing market trends for a small boutique firm in Sydney back in 2003. What began as number-crunching evolved into a passion for helping everyday Australians navigate complex financial decisions. He's witnessed three major market corrections and guided clients through each one with steady, evidence-based advice.

His approach focuses on building resilient financial foundations rather than chasing quick returns. Kieran believes the best financial plans are the ones that adapt to life's unexpected turns—whether that's a career change, family expansion, or market volatility.

Notable Achievements

  • Developed comprehensive retirement planning framework adopted by over 300 financial advisors across Australia
  • Successfully guided clients through 2008 financial crisis with average portfolio recovery 18 months ahead of market average
  • Authored quarterly market analysis reports read by over 5,000 industry professionals since 2018
  • Certified Financial Planner (CFP) and member of Financial Planning Association of Australia
Marcus Fitzwell, Senior Financial Planning Specialist

Marcus Fitzwell

Senior Financial Planning Specialist

Goal Setting Debt Management Education Planning

25 years in personal finance coaching

Marcus discovered his calling after struggling with his own financial challenges as a young father in the late 90s. That personal experience taught him that financial planning isn't just about spreadsheets and projections—it's about understanding human behavior and motivation.

He specializes in working with families at pivotal life moments: buying their first home, planning for children's education, or preparing for career transitions. Marcus has an uncanny ability to break down complex financial concepts into actionable steps that feel manageable rather than overwhelming.

Career Highlights

  • Designed debt reduction methodology that helped over 400 families eliminate consumer debt 3.2 years faster than traditional approaches
  • Created education savings calculator tool now used by 15 major Australian banks
  • Conducted over 150 financial literacy workshops for community groups and corporate clients
  • Holds Advanced Diploma in Financial Services and is certified in behavioral finance techniques

What Drives Our Work

Evidence-Based Decisions

We base our recommendations on solid research and proven methodologies, not market hype or emotional reactions. Every strategy is backed by data and real-world results.

Personal Partnership

Your financial journey is uniquely yours. We take time to understand your specific situation, goals, and concerns before crafting personalized strategies that fit your life.

Long-term Thinking

Quick fixes rarely lead to lasting financial security. We focus on building sustainable financial habits and strategies that serve you well over decades, not just months.