Building Financial Clarity Since 2019

We started olivaresio because we believed Australian investors deserved better financial reporting. Six years later, we're still here solving the same problems with the same passion.

How We Got Here

Back in 2019, Nathalie Cromwell was working as a financial analyst when she kept seeing the same problem. Investors would come to her with stacks of confusing reports, trying to understand their portfolio performance. The documents were technically accurate, but practically useless.

She started olivaresio in her spare bedroom with a simple idea: what if financial reports actually helped people make decisions? We began by redesigning how investment data gets presented, focusing on clarity over complexity.

The first year was rough. We had three clients and barely covered expenses. But those early clients started referring others, and we realized we'd found something that mattered. Today we work with over 200 investors across Australia, but we still approach each report like it's going to someone's kitchen table.

What Drives Our Work

These aren't corporate values we printed on posters. They're the principles that guide every report we create and every client conversation we have.

Clarity First

We believe complex financial information should be presented simply. No jargon, no unnecessary complexity - just clear insights that help you make informed decisions.

Accuracy Matters

Every number in our reports is double-checked. We've built systems to catch errors before they reach you, because investment decisions deserve precise information.

Real Relationships

We know our clients by name and understand their goals. Financial reporting isn't just about numbers - it's about helping real people achieve their financial objectives.

Our Journey to Better Reporting

Every challenge we've faced has made our reporting services stronger. Here's how we've grown alongside our clients' needs.

2019

Starting Small

Founded olivaresio with three initial clients and a focus on simplifying investment reports. Spent months understanding what investors actually needed versus what they were getting.

2021

Growing Our Approach

Developed our signature reporting methodology after working with 50+ investors. Learned that visual data presentation dramatically improves decision-making speed and confidence.

2023

Expanding Capabilities

Added specialized reporting for complex investment structures and multi-asset portfolios. Built custom analysis tools that now serve over 150 active clients across Australia.

2025

Looking Forward

Continuing to refine our reporting processes while maintaining the personal service that built our reputation. Every client still gets reports reviewed by senior analysts before delivery.

The People Behind Your Reports

Our team combines deep financial expertise with genuine care for client success. We're the people who review your data, spot the trends, and present insights clearly.

We're a team of financial analysts, data specialists, and client service professionals who believe great reporting makes a real difference in investment outcomes.

Most of our team has worked in institutional finance before joining olivaresio. We understand complex investment structures, but we also know how to explain them in plain English.

Every report is reviewed by a senior analyst
We respond to client questions within 24 hours
Our average team tenure is over three years
We maintain ongoing professional development in financial analysis

When you work with olivaresio, you're not just getting reports - you're getting a team that understands your investment goals and works to support them with clear, actionable insights.

Ready for Clearer Financial Reporting?

Let's discuss how our reporting services can provide the insights you need to make confident investment decisions. We'd love to understand your current challenges and show you what's possible.

Get In Touch