Our editorial team brings together analysts, planners and writers who have worked through several market cycles. We publish plain-language guides on investing, retirement and wealth management without pushing products.
Meet the full team
We started in 2011 with a single spreadsheet, a shared office in South Laura, and a simple conviction: financial education should come before financial products. Over the years we have kept that order, and it shaped every decision we made.
Travis Mraz and Lazaro Bogan opened a small practice focused on retirement planning for public sector employees. No proprietary funds, no commission targets. The first twelve clients came from a local library workshop on superannuation basics.
We published our first plain-language guide on index funds and ETF fees. It was downloaded 4,000 times in the first month. That response convinced us to make free educational content a permanent part of the business, not a marketing afterthought.
Dr. Braeden Block joined to lead research on inflation-protected securities and bond ladders. His work helped us move from generic portfolio advice to structured income planning for clients approaching retirement.
When in-person meetings paused, we rebuilt our consultation process around video calls and written action plans. The shift also produced our first complete guide series on passive income and wealth management for mid-career professionals.
Today Finwise serves clients across Australia while keeping the same editorial standard: every recommendation is explained, every fee is disclosed, and every plan starts with a conversation about what the client actually needs.
From a two-person research desk to a team of analysts and educators, our timeline shows the decisions that shaped how we explain markets, taxes and long-term planning.
We started by publishing plain-language breakdowns of ASX-listed ETFs and index funds. No forecasts, just the mechanics: fees, tracking error, dividend treatment and liquidity.
Our bond ladder and annuity comparison guides grew from reader questions about sequencing risk. That series became the core of the retirement section.
With rising CPI concerns, we added a dedicated module on TIPS, real assets and how to measure real returns after tax. The calculators are still updated quarterly.
We brought in three practising financial planners and a tax accountant to review every article. Since then, all guides carry a "reviewed by" line with their credentials.
Based on five years of portfolio data, we published a practical playbook covering dividend ETFs, covered calls and rental income — without promising any fixed yield.
Every past article, spreadsheet and webinar transcript is now freely accessible. We believe financial education should not sit behind a paywall.
We are a small team of analysts, planners and writers who have spent years in financial services before building this portal. Our goal is to make investing knowledge accessible without the sales pressure.
Travis spent 18 years teaching portfolio theory at university level before joining Finwise. He reviews every article on this site for accuracy, with a particular focus on retirement planning and asset allocation. His weekly column explains complex market movements in plain language.
Lazaro worked as a fixed-income analyst for a regional bank, where he built bond ladders for institutional clients. He now writes our guides on ETFs, dividend stocks and inflation protection. He believes in showing the numbers behind every recommendation, including the risks.
Braeden brings a background in behavioural economics and data analysis to the team. He studies how investors make decisions under uncertainty and translates those findings into practical checklists. His work on dollar-cost averaging and market timing has shaped several of our core guides.
Meredith is a former financial journalist who covered personal finance for a national newspaper. She interviews everyday investors and turns their experiences into case studies. Her articles focus on the human side of money: how families plan for retirement, manage debt and build passive income streams.
Daniel verifies every statistic, chart and reference before publication. He has a background in actuarial science and a habit of questioning assumptions. His role is to ensure that what you read here is not just clear, but also correct and up to date.