Master Personal Finance Through Expert-Led Learning
Join our comprehensive 6-month program designed for Australian professionals who want to build lasting financial confidence. Learn from industry experts who've guided thousands toward financial literacy.
Comprehensive Curriculum for Real-World Application
Our structured approach takes you from financial basics to advanced planning strategies, with each module building on practical skills you can apply immediately.
Financial Foundation & Budgeting
Start with the fundamentals that form the backbone of financial success. We'll work through creating realistic budgets that actually stick.
- Income assessment and cash flow analysis
- Expense tracking using Australian banking tools
- Emergency fund planning for different income levels
- Debt prioritization strategies
Investment Basics & Market Understanding
Demystify investing with practical guidance on Australian markets, ETFs, and building a diversified portfolio that matches your risk tolerance.
- ASX basics and how markets actually work
- ETF selection for Australian investors
- Risk assessment and portfolio balance
- Understanding fees and their long-term impact
Superannuation & Retirement Planning
Navigate Australia's superannuation system effectively, from salary sacrificing to choosing the right fund for your situation.
- Super fund comparison and switching
- Contribution strategies and tax benefits
- Self-managed super fund considerations
- Retirement income planning scenarios
Property & Major Purchase Planning
Whether you're buying your first home or considering investment property, learn to evaluate opportunities and understand financing options.
- Home loan comparison and negotiation
- First home buyer schemes and grants
- Investment property cash flow analysis
- Major purchase timing and financing
Tax Planning & Optimization
Work with Australia's tax system efficiently, from maximizing deductions to understanding capital gains and planning for different life stages.
- Deduction strategies for employees and contractors
- Capital gains tax planning
- Family trust and company structure basics
- Tax-effective investment approaches
Long-term Strategy & Life Changes
Develop flexible financial strategies that adapt to career changes, family growth, and economic shifts while staying on track toward your goals.
- Goal setting with realistic timelines
- Career transition financial planning
- Insurance needs assessment
- Estate planning basics
Ezekiel Thorne
Lead Financial Education Specialist
- 15 years financial planning experience
- Certified Financial Planner (CFP)
- Former senior advisor at major Australian bank
- Specialized in middle-income financial strategies
Learning From Real Experience
Ezekiel brings a practical perspective that comes from working directly with Australian families navigating everything from first home purchases to retirement planning. His teaching focuses on actionable strategies rather than theoretical concepts.
"I've seen too many people get overwhelmed by financial advice that doesn't fit their actual situation. My approach is to start with where you are right now and build systems that work with your lifestyle, not against it."
Case Study Approach
Every concept is taught through real Australian scenarios, from Sydney property markets to Perth mining sector employment changes.
Individual Progress Tracking
Regular one-on-one check-ins to ensure concepts are clicking and strategies align with your specific circumstances.
Practical Tool Integration
Learn to use actual Australian banking and investment platforms, not just theoretical examples.
Ongoing Mentorship
Monthly office hours continue for six months after program completion for questions on new financial decisions.
Choose Your Learning Path
We understand that everyone has different schedules and learning preferences. Pick the format that works best for your current situation.
Evening Intensive
Perfect for full-time professionals. Two evening sessions per week with weekend catch-up options available.
Weekend Workshop
Intensive Saturday sessions with practical exercises and group discussions. Ideal for those who prefer concentrated learning.
Online Self-Paced
Complete the program on your schedule with recorded sessions, interactive assignments, and monthly group video calls.
Upcoming Program Start Dates
Our next cohorts begin in mid-2025. Early registration helps us tailor content to group interests and ensures your preferred format has availability.
Built-In Support System
Learning about money can feel overwhelming, especially when dealing with your own financial situation. That's why we've built multiple layers of support into every program format.
Peer Learning Groups
Connect with others at similar life stages. Share experiences and learn from different perspectives in small group settings.
Direct Instructor Access
Get answers to specific questions through scheduled office hours and email support during the program.
Resource Library Access
Calculators, templates, and guides tailored to Australian financial systems. Updated regularly with current rates and regulations.
Progress Check-ins
Regular milestone reviews to ensure you're applying concepts effectively and staying on track with your personal goals.
"The program completely changed how I think about money. Instead of feeling anxious about financial decisions, I now have a clear process for evaluating options. The group sessions were incredibly valuable."
"What I appreciated most was the realistic approach. No get-rich-quick schemes or unrealistic expectations. Just practical strategies that work with a normal Australian salary."
"The superannuation module alone was worth the entire program fee. I discovered I was paying way too much in fees and learned how to optimize my contributions properly."
Ready to Take Control of Your Financial Future?
Join our next cohort and start building the financial confidence that comes from understanding your options and having a clear plan forward.