We Started With A Kitchen Table And A Question
How do families actually talk about money without the stress? That's what drove us to create something different back in 2019.
Built From Real Experience
Our founder spent fifteen years watching families struggle with the same patterns. Good people. Decent incomes. But somehow, money conversations always ended in tension or silence.
The problem wasn't math. It was method. Most financial advice felt like sitting through a lecture. Dense. Intimidating. Built for accountants, not for regular households trying to figure out summer holiday budgets.
So we started meeting families in their homes. Listening more than talking. And what emerged was a different approach—one focused on practical habits rather than complex theories.
We opened our first learning space in Bankstown in early 2020. Since then, we've worked with over 800 families across Western Sydney. Each one teaching us something new about what actually works.
What Guides Our Work
These aren't corporate values printed on a wall. They're the things we actually do when working with families.
Real Conversations
We don't script our sessions or follow rigid templates. Every family has different pressures, different goals. Some need help with school fee planning. Others are figuring out mortgage versus rent decisions. We adapt to what matters to you.
Clarity Over Complexity
Financial jargon exists to exclude people, not help them. We explain things in plain language. If something doesn't make sense, that's our responsibility to fix—not yours to decode.
Long-Term Thinking
Quick fixes rarely work. We focus on building habits that stick. Small changes that compound. The kind of progress that feels manageable now and shows results in twelve months.
Led By Experience
Our programs are shaped by someone who's spent years in the trenches of family finance education. Not theory from textbooks—actual practice with real households.
Henrik Lundqvist
Henrik came to this work after watching his own parents struggle through a business collapse when he was seventeen. That experience taught him something: financial stress isn't about being bad with money. It's about not having the right tools at the right time.
He spent eight years working in community financial counselling before founding sorveliqra. His approach emphasizes prevention over crisis management. Teaching families to spot problems early, make informed trade-offs, and build buffer room into their budgets.
These days, Henrik designs all our learning programs and leads most of our sessions personally. He's also the person answering emails at odd hours when someone has a question about their situation.
Outside of work, he's usually hiking somewhere in the Blue Mountains or trying to keep his vegetable garden alive through Sydney summers.
How We Work With Families
Our method developed organically through trial and error. These four elements show up in everything we do.
Start Where You Are
No judgment about past decisions. We begin by understanding your current reality—income, expenses, obligations, goals. Then build from there.
Focus On Fundamentals
Tracking. Planning. Talking. These basics matter more than investment strategies or tax optimization. We make sure you've got solid foundations before anything else.
Practice Together
Learning happens through doing. Our sessions include hands-on work with your actual budget, your real bills. We work through scenarios until the process feels natural.
Adjust As Needed
Life changes. Jobs shift. Kids grow. We check in regularly to help you adapt your approach as circumstances evolve. Think of it as ongoing support, not a one-time course.