Built on Real Relationships

We started vexoliranta because we believe financial guidance should feel personal, not transactional. Every client conversation matters to us.

Professional consultation meeting showing personalized financial planning approach

How We Actually Started

Back in 2019, our founder was working at a large financial firm where clients were just account numbers. That didn't sit right with him. He'd spend evenings calling clients just to check in—something the company didn't encourage.

After one particularly frustrating day where he couldn't spend enough time with a client who really needed guidance, he made the decision. vexoliranta was born from that moment of realizing finances are deeply personal, and the advice should be too.

We've grown steadily since then, but we've kept that same philosophy. Every team member here has worked in larger firms before joining us. They chose vexoliranta because they wanted to actually know their clients.

What Drives Our Work

T

Transparency First

We explain everything in plain English. No financial jargon, no hidden fees, no surprises. You'll always know exactly what we're doing and why.

L

Long-term Thinking

Quick fixes rarely work in finance. We focus on building strategies that make sense for your life, not just the current market cycle.

A

Accessibility

Financial planning shouldn't be just for the wealthy. We work with clients at different life stages and income levels, adapting our approach accordingly.

Team collaboration session showing collaborative approach to client solutions

These aren't just words on our website. They're the principles we use when making decisions about client strategies, team hiring, and business direction. Sometimes they make things harder for us, but they always make things better for our clients.

Professional headshot of senior financial advisor

Meet Ashworth Chen

Ashworth leads our client advisory team and has this unusual habit of remembering every client's kids' names. He's been with us since 2021 and came from Commonwealth Bank where he managed portfolios worth millions but never felt connected to the actual people.

What makes him different is how he explains complex financial concepts. He uses everyday analogies that actually make sense. Last month, he helped a client understand investment diversification by comparing it to not putting all your favorite shirts in one laundry load.

"I love that moment when a client suddenly gets it. When they stop looking confused and start asking really good questions. That's when I know we're doing our job right."

How We Actually Work

Our process isn't revolutionary, but it's thorough and personal. We've refined it over thousands of client conversations to focus on what actually matters for your financial future.

Discovery & Understanding

We start with a real conversation about your life, not just your money. Your goals, concerns, and current situation all matter equally.

Personal financial review session
Life goals and priorities discussion
Risk tolerance assessment
Current strategy evaluation
One-on-one financial consultation demonstrating personalized discovery process

Strategy Development

We build your plan based on your specific situation, not a template. Every recommendation is explained clearly with the reasoning behind it.

Customized financial strategy
Clear explanation of recommendations
Multiple scenario planning
Regular strategy updates
Financial planning session showing detailed strategy development process

Ready for a Different Approach?

We're always happy to have an initial conversation about your financial situation. No pressure, no sales pitch—just honest advice about whether we're a good fit for what you need.

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