Our Investment Philosophy

Built on decades of market experience and genuine commitment to helping Australian investors make smarter financial decisions

How We Started

Back in 2018, I noticed something troubling in the Australian investment landscape. Too many advisors were pushing complex products that clients didn't really understand. Financial jargon was everywhere, but practical guidance was rare.

After spending years at major financial institutions, watching retail investors struggle with poor advice and expensive products, we decided to do things differently. rululeraenion began as a simple idea: what if investment analysis could actually be straightforward and honest?

We started with just three clients and a commitment to transparency. Today, we work with individuals and small businesses across Victoria and New South Wales, but our approach remains the same – clear communication, realistic expectations, and strategies that actually make sense for your situation.

Financial analysis charts and investment planning documents

What We Actually Do

Three core areas where we help Australian investors navigate complex financial decisions with confidence

P

Portfolio Review

We examine your current investments and identify what's working, what isn't, and why. No sugar-coating – just honest assessment of fees, performance, and whether your portfolio matches your actual goals.

Investment portfolio analysis and review process
S

Strategy Planning

We create investment approaches that fit your timeline, risk tolerance, and actual income. This means considering your mortgage, family situation, and career stage – not just generic investment rules.

Strategic investment planning and financial goal setting
R

Risk Assessment

We help you understand what could go wrong with your investments and prepare accordingly. This includes market volatility, interest rate changes, and how economic shifts might affect your specific situation.

The People Behind rululeraenion

Bowen Hartwell, Chief Financial Analyst

Bowen Hartwell

Chief Financial Analyst

Spent twelve years at institutional investment firms before joining rululeraenion. Specializes in helping clients understand market cycles and building resilient portfolios for Australian conditions.

Zenna Krishwood, Senior Investment Strategist

Zenna Krishwood

Senior Investment Strategist

Former portfolio manager with deep expertise in equity analysis. Focuses on helping clients navigate the Australian share market and understanding international investment opportunities.

Ready for a straightforward conversation about your investments?

Start the Discussion