Master Your Money Through Structured Learning
Our financial goal setting program runs over eight months, starting September 2025. You'll work through real scenarios, build actual budgets, and create systems that stick. No shortcuts here—just practical knowledge you can apply immediately.
What You'll Actually Learn
We've organized everything into four main quarters. Each builds on the previous one, so by March 2026, you'll have worked through your entire financial picture—from daily spending habits to long-term investment planning.
Starting with the basics might sound boring, but here's the thing—most people skip this part and wonder why nothing works later. We spend three months on fundamentals because that's what actually matters.
- Understanding where your money actually goes each month
- Building tracking systems that don't require daily updates
- Setting realistic short-term goals based on your actual income
- Creating emergency funds that match your situation
- Learning to distinguish between wants and needs without being extreme
- Developing habits that support financial stability
Debt isn't always bad, but managing it poorly definitely is. This quarter focuses on strategies that work in Australia's financial landscape. We cover everything from credit cards to home loans.
- Analyzing your current debt situation without judgment
- Prioritizing repayments based on interest rates and terms
- Understanding good debt versus problematic debt
- Negotiating with lenders and creditors effectively
- Building credit scores while reducing obligations
- Creating sustainable repayment schedules
You need a solid foundation before investing anything. This section covers basic investment principles, risk assessment, and how to start building wealth slowly. We're not promising returns—we're teaching principles.
- Understanding different investment vehicles available in Australia
- Assessing your personal risk tolerance honestly
- Learning about superannuation optimization
- Diversification principles that actually reduce risk
- Reading financial statements and reports
- Avoiding common investment mistakes
Learn From People Who've Been There
Our instructors aren't just teachers—they're financial planners who work with real clients every day. They've seen what works and what doesn't, and they'll share both.
Trevor Morrison
Lead Financial EducatorSpent seven years helping Australian families restructure their finances. Trevor specializes in practical budgeting systems and debt reduction strategies that fit real life.
Keith Bergman
Investment Strategy InstructorAfter working in financial services for five years, Keith now focuses on teaching foundational investment principles. He's good at breaking down complex concepts into understandable terms.
I finished the program in March 2025 and finally understand where my money goes. The modules on debt management helped me create a repayment plan that doesn't feel overwhelming. Still working on it, but at least I have a clear path now.
The investment section wasn't what I expected—it was better. Instead of pushing specific products, they taught me how to evaluate options myself. That's worth more than any specific recommendation.
