Building Financial Futures Since 2018
What started as evening workshops in a Hobart community center has grown into Australia's most trusted financial planning education platform. We've helped over 2,400 professionals develop practical skills that actually work in real client situations.
Our Journey
Every meaningful change starts with recognizing a problem that needs solving. For us, it was watching talented people struggle with outdated financial planning approaches that didn't match today's client needs.
The Beginning
Started with 12 financial advisors meeting weekly to discuss what wasn't working in traditional planning education. Most training focused on product knowledge rather than client relationship building. We knew there had to be a better way to prepare people for real-world financial conversations.
Digital Transformation
When face-to-face meetings became impossible, we discovered something unexpected. Online financial planning education could be more effective than classroom sessions. Students engaged differently, asked better questions, and retained concepts longer. This shift changed everything about how we approach learning.
Industry Recognition
Major Australian financial institutions began recommending our programs to their junior staff. What made the difference was our focus on practical scenarios rather than theoretical frameworks. Students could immediately apply what they learned with their own clients.
Expanding Impact
Today we work with professionals across Australia who want to build more meaningful client relationships. Our approach combines behavioral psychology with practical planning techniques. It's not just about numbers — it's about understanding what financial security means to each individual client.
What Drives Us
Financial planning isn't just about spreadsheets and investment portfolios. It's about understanding human behavior, building trust, and helping people make confident decisions about their future.
Real-World Application
Every concept we teach comes from actual client situations. You'll learn through case studies based on real challenges that financial planners face daily.
Continuous Learning
Financial markets evolve constantly. We update our curriculum based on current market conditions and regulatory changes, ensuring you stay ahead of industry trends.
Professional Network
Connect with like-minded professionals who share your commitment to excellent client service. Many of our strongest professional relationships started in our programs.
Practical Results
We measure success by how well our graduates perform with their actual clients. Better client retention, clearer financial conversations, and more confident decision-making.
Meet Our Leadership
Our programs are developed by professionals who still work directly with clients. This hands-on experience ensures that everything we teach reflects current market realities and client expectations.
Rivka Chen-Matthews
Founder & Lead Financial Educator
After 15 years in financial planning, Rivka noticed that most professional development focused on products rather than client relationships. She founded mirinaveros to bridge that gap. She still maintains a small client practice to stay connected with real-world challenges that financial planners face. Her behavioral finance approach helps advisors understand why clients make certain decisions and how to guide them more effectively.
Darius Kowalczyk
Senior Strategy Advisor
Darius brings 18 years of experience from boutique advisory firms and large financial institutions. His specialty is helping advisors navigate complex client situations where technical knowledge meets human psychology. Before joining mirinaveros, he led training programs for three major Australian banks. He believes the best financial advice comes from understanding each client's unique relationship with money and risk.
Ready to Enhance Your Financial Planning Skills?
Our next comprehensive program begins in August 2025. Join financial professionals who are committed to building stronger client relationships through better communication and practical planning techniques.
Get Program Information