Building Better Financial Habits Since 2019

We started with a simple idea: most people don't need complex investment strategies. They need someone who understands why money management feels hard and can help make it easier.

2019

Where It All Started

kinvoralexa began in a shared office space in Robina, where three former banking professionals realized something odd. They'd spent years helping people with loans and accounts, but the real struggle wasn't about rates or products.

People kept making the same financial mistakes. Not because they were careless, but because nobody had shown them how to build better habits around money.

So we stepped away from traditional banking and started something different. No sales targets. No product pushing. Just straight talk about money management.

Our first year was messy. We had twelve clients, a borrowed desk, and zero marketing budget. But those twelve people saw real changes in how they handled money, and they told their friends.

Early workspace setup showing collaborative financial planning environment

Growth Through Trust

We've never advertised. Every client came through word of mouth or community reputation.

2020

Survived the Uncertainty

When everything shut down, we moved all sessions online within a week. Helped 47 families adjust their budgets during job losses and income changes.

2022

Opened Proper Office

After three years of meeting clients in cafes and borrowed rooms, we established our current location at Robina Town Centre. Finally had a whiteboard that was ours.

2023

Expanded Team

Brought on two advisors who shared our approach. Both had backgrounds in psychology, which matters more in money work than most people realize.

2024

Community Workshops

Started free monthly sessions at local community centers. Over 200 people attended throughout the year, learning basic financial planning without any sales pitch.

Early 2025

Regional Recognition

Featured in Gold Coast Bulletin for our honest approach to financial guidance. Received inquiries from across Queensland.

Mid 2025

Looking Forward

Planning specialized programs for young families and retirees. Same principles, tailored approaches for different life stages.

The People Behind the Work

We're not financial wizards or market gurus. Just people who've learned that managing money well comes down to understanding yourself first, numbers second.

Astrid Kowalski

Financial Discipline Advisor

Spent eight years in retail banking before realizing she was better at helping people understand their spending triggers than selling them credit cards. Has a background in behavioral finance and still gets excited about spreadsheets.

Lachlan Thornbury

Client Relations Manager

Former mortgage broker who got tired of pushing products people didn't need. Now focuses on the conversations that matter, helping clients figure out what financial stability actually looks like for them personally.

How We Actually Work

We meet with clients regularly, usually once a month. Not to sell anything, just to check in on progress and adjust strategies when life changes. Because it always does.

Some sessions are practical, working through budgets or debt payoff plans. Others are more about understanding why certain spending patterns keep repeating.

Typical client consultation session showing collaborative planning approach

What Comes Next

Staying True to What Works

We could scale up quickly if we wanted. Hire more people, expand to multiple locations, maybe franchise the whole thing. But that would mean diluting what makes this work.

Instead, we're growing slowly. Taking on new clients only when we can maintain the same level of attention we gave our first twelve. That might sound inefficient, but we've seen what happens when financial services prioritize growth over actual results.

Keep sessions focused on individual needs rather than standardized plans
Continue community education without turning it into marketing
Develop resources for common situations while respecting that everyone's circumstances differ
Stay accessible to people who need help most, not just those with assets to manage

By late 2025, we're planning workshops specifically for people in their twenties who want to build good habits early. Too many financial services ignore younger clients because they don't have much money yet. That's exactly when good guidance matters most.

Want to Know More?

We're always happy to explain our approach in more detail. No obligation, no pressure. Just a conversation about whether what we do might help with what you're dealing with.

Get In Touch

Visit us: Shop/4015A Robina Town Centre Dr, Robina QLD 4226

Call: +61 402 220 274

Email: contact@kinvoralexa.com