Build Real Financial Confidence

Join our comprehensive finance program starting September 2025. Learn practical money management skills that actually work in Australian conditions.

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How Our Program Works

We've spent years working with Australians who felt overwhelmed by their finances. You know that feeling when you open your banking app and just... close it again? That's exactly what we help you move past.

Our program runs for eight months, starting with the basics and building up to advanced strategies. But here's what makes it different — everything we teach connects to real situations you'll actually face.

Small group sessions with maximum 12 participants
Weekly 2-hour workshops plus monthly one-on-one reviews
Real case studies from Australian households and businesses
Access to financial planning tools and budget templates
Ongoing support community with past graduates

The goal isn't to turn you into a finance expert overnight. It's to give you confidence with money decisions and practical systems that stick.

Students collaborating during a finance workshop session, working with budget planning materials and calculators

Three Learning Tracks Available

Choose the path that fits your current situation. You can switch between tracks if your circumstances change during the program.

Personal Track - 8 Months

Individual & Family Finance

Perfect if you're managing household budgets, planning for major purchases, or trying to understand superannuation and investment basics.

Monthly budgeting that actually works
Emergency fund strategies for Australian conditions
Superannuation optimization and salary sacrifice
Home buying preparation and mortgage basics
Investment fundamentals for beginners
Tax planning for individuals and families

Business Track - 10 Months

Small Business Finance

Designed for business owners, freelancers, and contractors who need better financial systems and cash flow management.

Cash flow forecasting and management
Business tax obligations and GST handling
Separating business and personal finances
Equipment financing and business loans
Pricing strategies and profit margin analysis
Business insurance and risk management

Advanced Track - 12 Months

Investment & Wealth Building

For those ready to move beyond basic money management into building long-term wealth and understanding complex financial products.

Portfolio construction and asset allocation
Property investment fundamentals
Share market analysis and ETF strategies
Tax-effective investment structures
Retirement planning beyond superannuation
Estate planning basics and insurance needs

Learn from People Who Get It

Our instructors aren't just finance professionals — they're people who've made their own money mistakes and learned from them. Sarah ran a consulting business for twelve years before becoming a financial planner. Marcus worked in banking for eight years and saw firsthand how people struggle with financial products.

What you won't get is academic theory divorced from reality. What you will get is practical advice from people who understand that life gets messy and financial plans need to work around real circumstances.

Each workshop includes time for questions about your specific situation. We've found that often the best learning happens when someone asks about something everyone else was wondering about too.

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What's Included

Weekly workshop sessions
Monthly individual consultations
Digital resource library
Budget and planning templates
Access to alumni network
Certificate of completion

Sarah Chen

Lead Instructor

Former business owner turned financial planner. Specializes in practical money management for real-world situations.

Group discussion during financial planning workshop with participants reviewing investment strategies and budget worksheets

Real Results, Real Timeline

We're honest about timeframes. Most people start feeling more confident about day-to-day money decisions within the first month. Building solid investment knowledge and long-term planning skills takes the full program duration.

Past participants often tell us the biggest change isn't just what they learned, but having a group of people going through similar challenges. The networking aspect turns out to be surprisingly valuable.

Applications open March 2025 for September start
Maximum 36 participants across all three tracks
Evening sessions accommodate work schedules
Hybrid format with some online options available
Payment plans available for all programs

Dr. Rebecca Walsh

Investment Specialist

Investment advisor with 15 years experience helping Australians build wealth through practical, low-risk strategies.