Building Financial Clarity Since 2019

We turn complex market data into actionable investment strategies for Australian investors who value precision and results over promises.

6 Years Experience

240+ Client Portfolios

12 Team Members

Started with a Simple Question

Back in 2019, I kept hearing the same frustration from investors across Queensland. They had access to mountains of financial data but couldn't make sense of what it meant for their specific situations.

Most reporting services either oversimplified things to the point of being useless, or buried clients in jargon-heavy documents that nobody actually read. There had to be a middle ground.

So we built gorentivia around one core principle: financial reporting should inform decisions, not complicate them. Every analysis we produce is designed to answer the question "what should I do next?"

Today, we work with over 240 investors across Australia, from individuals managing their first investment property to family offices with diversified portfolios. The approach remains the same—clear insights that actually help people make better financial decisions.

Financial analysis workspace showing market research and investment planning documents

What We Actually Do Well

Our team focuses on three areas where we've developed genuine expertise over the past six years. Not because they're trendy, but because they're where Australian investors consistently need the most help.

Portfolio Performance Analysis

We track how your investments perform against relevant benchmarks and identify patterns that suggest adjustments. No generic market commentary—just analysis specific to your holdings.

Risk Assessment & Modeling

Using Australian market data going back 15 years, we model potential scenarios for your portfolio and highlight concentrations that might need attention.

Tax-Efficient Structuring

We analyze your current structure against Australian tax regulations and suggest improvements that could reduce your annual tax burden.

Market Opportunity Research

When you're considering new investments, we research the fundamentals and provide context based on current market conditions and your existing portfolio.

Professional meeting room with financial charts and investment analysis displayed on screens

94%

Client retention rate over the past three years

Led by Experience

gorentivia is built around practical expertise rather than theoretical knowledge. Our team brings real-world experience from investment banking, portfolio management, and financial planning.

Astrid Kjellberg

Chief Financial Analyst

Before starting gorentivia, I spent eight years at Macquarie Bank working with institutional investors on portfolio optimization. The experience taught me how sophisticated investors actually think about risk and returns—lessons that translate well to individual investor needs.

"The best financial analysis isn't about impressing clients with complex models. It's about giving them confidence in their next decision."

I hold a Master of Finance from University of Sydney and am a CFA charterholder. More importantly, I've helped clients navigate three major market downturns, including the COVID-19 crash and recovery.

CFA Charterholder since 2018

M.Finance, University of Sydney

8 years at Macquarie Bank

240+ client portfolios analyzed

Published research in JASSA

FINSIA member since 2017

How We Work

These aren't aspirational values on a wall poster. They're the principles that guide every analysis we deliver and every client relationship we build.

Data-Driven Insights

Every recommendation is backed by quantitative analysis using current market data. We don't guess—we calculate, model, and verify before making suggestions.

Client-Specific Focus

Generic market commentary is everywhere. We analyze your specific situation, goals, and constraints to provide advice that's actually relevant to your circumstances.

Clear Communication

Financial analysis is only valuable if you understand it. We present complex information in straightforward language with clear next steps.

Ready to Get Started?

We're currently accepting new clients for our Q3 2025 analysis cycle. Initial consultations help us understand your situation and determine if we're a good fit.

Schedule Consultation

Modern office environment with team members reviewing investment portfolios and market analysis

Our Process

Every client engagement follows the same systematic approach we've refined over six years. It starts with understanding your current situation and goals, not with selling you a standard package.

We spend the first month analyzing your existing portfolio, tax situation, and investment timeline. Then we model different scenarios based on Australian market conditions and your risk tolerance.

The final report includes specific recommendations ranked by potential impact and implementation difficulty. No vague suggestions—clear actions with expected outcomes.

Most clients see meaningful improvements in their portfolio efficiency within six months. The changes aren't dramatic—they're systematic improvements that compound over time.