brelanovexiq Logo brelanovexiq

Built on transparency, not guesswork

We started brelanovexiq in 2018 because too many investors were making decisions based on incomplete information. Seemed backwards. So we changed how financial reporting works.

From frustration to foundation

Look, we've been on the other side. Trying to understand quarterly reports that read like legal documents. Sitting through presentations where the numbers never quite added up the way you needed them to.

By 2017, it felt like the whole system was designed to obscure rather than illuminate. Investors deserved better than spreadsheets that required a decoder ring.

So we built what we wished existed. A platform that presents financial data the way real people need to see it. No jargon walls. No hiding behind complexity. Just straightforward reporting that helps you understand what's actually happening with your investments.

Since launching in Wollongong, we've worked with over 300 Australian investors who value clarity above everything else. Because that's what this should be about.

Modern financial workspace with transparent data analysis tools
Collaborative investment reporting environment

What we actually do

Financial reporting sounds dry. And yeah, sometimes the work itself involves a lot of spreadsheets and data validation. But the outcome? That's where it gets interesting.

We take complex investment portfolios and break them down into reports that make sense. Not simplified to the point of uselessness. Just presented in a way that respects your time and intelligence.

Our team reviews portfolio performance, tracks market movements, and compiles everything into quarterly reports that you can actually use for decision-making. Some clients need monthly updates. Others prefer comprehensive quarterly analysis. We adapt to what works.

The goal is simple: you should understand exactly how your investments are performing without needing an accounting degree.

What drives our work

These aren't aspirational statements we put on a wall. They're the principles that guide every report we create and every client conversation we have.

Clarity without compromise

Financial data is complex enough without adding layers of unnecessary jargon. We present information in straightforward terms because hiding behind complexity serves no one. When something's complicated, we explain why. When it's straightforward, we don't overcomplicate it.

Accuracy matters more

Speed is valuable, but not at the expense of getting it right. Every figure we report goes through verification. Every trend we identify gets context. We'd rather take an extra day to ensure accuracy than rush something incomplete.

Real conversations

We're not hiding behind automated responses or generic updates. When you have questions about your reports, you talk to the person who actually prepared them. This isn't radical. It's just how professional services should work.

The people behind the reports

Small team, deliberate approach

We're eleven people. Could we scale faster with a larger team? Probably. But we've chosen to grow slowly because quality control matters more than volume.

Everyone here has worked in financial services for at least seven years. Most of us have backgrounds in investment analysis, accounting, or portfolio management. We know what investors need because we've been on both sides of this equation.

Our team works from Wollongong, though we serve clients across Australia. We meet in person twice monthly to review reporting processes and discuss how we can improve what we're delivering.

Philippa Chen, Director of Reporting Services
Philippa Chen
Director of Reporting Services

Spent twelve years at investment firms before joining brelanovexiq in 2020. Handles complex portfolio analysis and trains our reporting team on accuracy standards.

Analysis team

Five analysts who review investment data, verify figures, and compile quarterly reports. Average experience: nine years in financial services.

Client services

Three people who handle report distribution, answer questions, and coordinate custom reporting requests. Direct communication, no ticket systems.

Research support

Two team members tracking market movements, economic indicators, and regulatory changes that might affect client portfolios.

Operations

One person keeping everything running smoothly behind the scenes. Systems, processes, and the infrastructure that makes accurate reporting possible.

How we work with clients

  • Initial portfolio review We start by understanding what you're invested in and what information matters most for your decision-making. Takes about two weeks to map everything properly and establish baseline reporting.
  • Ongoing analysis and reporting Regular reports delivered on your schedule. Quarterly is most common, but monthly works for clients with more active portfolios. Each report includes performance metrics, market context, and trend analysis.
  • Direct access when needed Questions come up between reports. That's normal. You can reach your assigned analyst directly rather than going through general support channels. Usually respond within a few hours during business days.
Detailed financial analysis and portfolio review process
Client consultation and investment reporting discussion

Talk about your reporting needs

We typically start working with new clients in the quarter following initial contact. Current availability for September 2025 intake.

Get in touch