Building Lasting Financial Partnerships
We work with organisations across Australia who share our belief that measurable progress matters more than quick fixes. Our partnership approach focuses on genuine collaboration rather than vendor relationships.
Why Organisations Choose to Partner With Us
Since 2019, we've been working with financial advisors, accounting firms, and educational institutions who want to offer their clients something beyond traditional services. And honestly? It's been a learning process for everyone involved.
Most of our partners came to us because their clients were asking questions they couldn't answer with standard tools. Questions about tracking progress over time, understanding behavioural patterns in financial decisions, or measuring improvements in financial capability rather than just account balances.
We don't offer a plug-and-play solution. What we do provide is a framework that's been tested with over 200 organisations across Australia, refined through countless conversations, and built specifically for the Australian financial context. Our partners tell us it's the ongoing collaboration that makes the difference – we're still refining approaches based on what we learn from each implementation.
If you're looking for a quick integration or a white-label product, we're probably not the right fit. But if you're interested in genuinely improving how your clients understand their financial progress, let's talk about what that might look like for your organisation.
What Partnership Actually Involves
Real benefits from organisations currently working with our framework
Co-Development Access
Partners participate in quarterly framework reviews where we discuss what's working and what needs adjustment. Your client feedback directly shapes how we evolve the measurement techniques.
Implementation Support
We don't hand you a manual and disappear. Our team works alongside yours during the first six months, helping adapt the framework to your specific client base and organisational processes.
Shared Research Insights
Access to anonymised data from across our partner network helps you understand broader trends in financial behaviour and progress measurement that you wouldn't see from your client base alone.
Priority Development Input
When we're deciding which new measurement approaches to develop, partner organisations get first input. Several of our current tools exist because partners identified specific client needs.
Network Connections
Twice yearly, we bring together partners for practical workshops. The connections organisations make with each other often prove as valuable as the framework itself.
Flexible Integration
We work with your existing systems rather than requiring wholesale changes. Most partners integrate specific elements gradually, starting with areas where they see immediate client benefit.
Perspectives from Current Partners
We've been working with oventhyraxa since mid-2023. The first few months were about figuring out which parts of their framework actually fit our client base. Now we use their progress measurement approach with about 40% of our clients, and those relationships have noticeably deepened because conversations focus on meaningful change rather than just portfolio performance.
What I appreciate most is that oventhyraxa doesn't oversell what their framework can do. They were upfront that it would take time to see results, and that some clients wouldn't engage with progress tracking at all. That honesty made it easier to set realistic expectations with our team. A year in, we're seeing better client retention in the segments where we've implemented their approach.
Our institution partners with oventhyraxa to give students practical experience with real measurement frameworks used in the industry. The students get exposure to techniques they'll actually encounter in professional practice, and oventhyraxa benefits from fresh perspectives on their methodology. It's been a genuinely reciprocal relationship rather than just a sponsorship arrangement.
Interested in Exploring Partnership?
We typically start with a conversation about what you're trying to achieve for your clients and whether our approach might complement your existing services. No pressure, no sales pitch – just an honest discussion about potential fit.
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