Building Financial Futures Since 2019

We started moralyntheso with a simple belief — that every Australian deserves access to professional financial guidance without the complexity and confusion that often comes with it.

Our Journey

From a small Melbourne office to serving clients across Australia, here's how we've grown while staying true to our core mission of making finance accessible.

2019

The Beginning

Marcus Kellerman left his investment banking role to start moralyntheso. Our first office was a shared workspace in Melbourne's CBD, and our goal was straightforward — help regular Australians understand their financial options without overwhelming jargon or pressure tactics.

2021

Digital Expansion

The pandemic pushed us to develop our online consultation platform. What started as necessity became one of our strongest assets — clients loved the convenience of professional financial advice from home. We also launched our educational webinar series during this time.

2023

Team Growth

We moved to our current Little Lonsdale Street office and expanded our team to include specialists in retirement planning, property investment, and small business finance. Each new team member shares our commitment to clear, honest communication.

2025

Looking Forward

This year we're focusing on enhanced client education and expanding our reach to regional Australia. Our new client portal launches in mid-2025, making it easier for you to track progress and access resources whenever you need them.

People-First Approach

We believe the best financial advice comes from understanding people, not just numbers. Our team combines deep market expertise with genuine interest in helping you achieve what matters most to you.

15+ years combined experience in Australian financial markets

Specialists in retirement planning, investment strategy, and business finance

Committed to ongoing education and staying current with regulatory changes

Regular participation in industry forums and professional development

Marcus Kellerman

Founder & Managing Director

"The best financial plan is one you actually understand and feel confident following."

What Drives Us

These aren't just words on our website — they're the principles that shape every conversation, every recommendation, and every relationship we build with clients.

Clear Communication

Financial concepts don't have to be confusing. We explain everything in plain language and make sure you understand the reasoning behind every recommendation before moving forward.

No Pressure Approach

Good financial decisions take time and consideration. We provide information and guidance, then give you space to make choices that feel right for your situation and timeline.

Long-term Focus

We're not interested in quick fixes or trendy investment strategies. Our recommendations are built around sustainable approaches that can adapt as your circumstances change over time.

Ready to Start a Conversation?

Whether you're just beginning to think about your financial future or looking for a second opinion on existing plans, we're here to help you make sense of your options.

Get in Touch