Master Personal Finance Skills
Learn practical money management through hands-on workshops led by certified financial educators. Build confidence with budgeting, investing, and long-term financial planning.
Learn from Financial Professionals
Our program connects you with certified financial planners who bring real-world experience from banking, investment management, and financial counseling. They understand the challenges Australians face with rising costs and changing economic conditions.
- Certified Financial Planner credentials
- Over 15 years combined industry experience
- Specialization in Australian tax and superannuation
- Small group mentorship approach
- Regular one-on-one progress check-ins
Marcus Eriksson
Senior Financial Educator
Former Commonwealth Bank senior advisor with 18 years experience helping families build wealth. Specializes in superannuation strategy and property investment planning for middle-income earners.
Elena Novakovic
Investment Strategy Coach
Independent financial planner who transitioned from corporate finance to education. Passionate about making investment concepts accessible and helping students avoid common portfolio mistakes.
Jasper McLeod
Budget Mastery Specialist
Debt counselor turned educator who understands financial stress firsthand. Creates practical budgeting systems that actually work for busy professionals and growing families.
Amira Okafor
Retirement Planning Expert
Former superannuation fund manager with deep knowledge of retirement income streams. Helps students understand how today's decisions impact their financial freedom in 20-30 years.
Comprehensive Learning Path
Each module builds practical skills through interactive exercises, real case studies, and personalized feedback from your instructors.
Flexible Schedule
Evening sessions accommodate working professionals. Makeup classes available for missed sessions. All materials provided digitally for easy reference.
Budget Foundation & Cash Flow
4 weeks • 8 hours
Start with the basics that actually work. Learn to track spending without apps, create realistic budgets that stick, and handle irregular income. We cover emergency funds, debt priorities, and building positive money habits.
Investment Fundamentals
4 weeks • 8 hours
Demystify investing with practical examples. Compare ETFs, managed funds, and individual shares. Understand risk tolerance, diversification, and dollar-cost averaging. Practice building sample portfolios within your comfort zone.
Tax & Superannuation Strategy
4 weeks • 8 hours
Navigate Australian tax rules and super regulations. Learn salary sacrificing, contribution caps, and investment options within super. Understand tax deductions for investors and small business owners. Plan for changing tax brackets.
Long-term Wealth Building
4 weeks • 8 hours
Connect all pieces into a personalized financial plan. Explore property investment basics, business structures, and estate planning fundamentals. Create action steps for your specific situation and life goals.
Ready to Take Control of Your Money?
Next program begins September 2025. Limited to 12 participants for personalized attention. Early bird registration opens June 2025.