Financial Planning Learning Program
Build practical money management skills that actually work in the real world. Our structured approach focuses on Australian financial landscapes while teaching universal planning principles.
Real-World Financial Skills
We teach the stuff that actually matters when you're sitting at your kitchen table paying bills or planning your next big purchase. No theoretical mumbo-jumbo — just practical strategies you can start using immediately.
Our curriculum covers everything from emergency fund planning to investment basics, but we focus heavily on the Australian context. Things like superannuation strategies, property market dynamics, and tax-effective savings that make sense for people living here.
You'll learn to create budgets that don't feel like prison sentences and understand why some financial advice works brilliantly for some people but fails spectacularly for others. It's all about finding what fits your actual life.
Learning That Fits Your Schedule
Weekend Intensives
Full-day sessions every other Saturday starting March 2025. Perfect for people with regular weekday commitments who want focused learning time.
Evening Sessions
Tuesday and Thursday evenings from 7-9 PM. Great for working professionals who can commit to regular weekly progress.
Self-Paced Online
Complete the program at your own speed with mentor check-ins every two weeks. Ideal for parents or shift workers with unpredictable schedules.
Small Group Mentoring
Monthly 3-hour sessions with just 6 participants. More personal attention and deeper discussions about individual financial situations.
Each format covers the same core material, but the pace and interaction style varies significantly. We've found that some people learn better with peer pressure, while others need quiet reflection time.
Your Learning Guides
Meet the people who'll be working with you throughout the program
Marcus Chen
Spent fifteen years helping families navigate major financial decisions. Marcus has this knack for explaining complex concepts using everyday examples that actually stick with you.
Rebecca Walsh
Former bank executive turned educator who specializes in making investment strategies accessible. She's particularly good at helping people overcome analysis paralysis.
Sophie Martinez
Brings real-world experience from running her own financial coaching practice. Sophie's strength is helping people identify and overcome their specific money management challenges.
Ready to Get Started?
Our next program cohort begins in September 2025. Early registration opens in May with detailed curriculum information.
Get Program Details