Personalized Financial Learning Program

Master money management through our adaptive curriculum designed around your schedule, learning style, and financial goals. Real mentorship meets flexible education.

Start Your Journey

Learn at Your Own Pace

Our program adapts to how you learn best. Whether you prefer deep dives on weekends or quick sessions during lunch breaks, we've built flexibility into every aspect of the curriculum.

Each module adjusts based on your progress and interests. Struggling with budgeting? We'll spend more time there. Already confident with investments? We'll move you ahead to advanced portfolio strategies.

Flexible Scheduling

Evening sessions, weekend workshops, and self-paced online modules fit around your life.

Multiple Learning Formats

Video lessons, interactive exercises, group discussions, and one-on-one mentoring sessions.

Personalized Path

Your curriculum evolves based on your goals, whether that's debt reduction or wealth building.

Real-Time Support

Questions don't wait for scheduled class time. Get help when you need it most.

Students engaged in interactive financial planning workshop with tablets and discussion materials

Three Pathways to Financial Confidence

Choose the learning approach that matches where you are and where you want to go

Foundation Builder

Perfect for beginners or anyone wanting to strengthen their financial basics. We start with budgeting, move through debt management, and build toward your first investment decisions.

This track includes hands-on exercises with real budgeting tools, interactive debt payoff calculators, and guided practice with investment simulators.

  • Personal budget creation and optimization
  • Debt elimination strategies that actually work
  • Emergency fund planning and execution
  • Introduction to investment basics
Diverse group of professionals reviewing financial documents and charts in modern learning environment
Advanced Investment Strategies
Workshop Sessions

Wealth Accelerator

For those ready to move beyond basics into serious wealth building. We dive deep into investment strategies, tax optimization, and portfolio management that seasoned investors use.

You'll work with actual market data, build diversified portfolios, and learn advanced techniques like dollar-cost averaging and rebalancing strategies.

  • Advanced portfolio construction and management
  • Tax-efficient investment strategies
  • Real estate investment fundamentals
  • Retirement planning optimization

Business Financial Mastery

Designed for entrepreneurs and business owners who need to understand both personal and business financial management. Cash flow, business credit, and growth funding strategies.

Learn to separate personal and business finances effectively, understand business loan requirements, and develop financial systems that scale with growth.

  • Business cash flow management
  • Commercial lending and credit strategies
  • Financial planning for business growth
  • Tax planning for business owners
Business Financial Planning
Case Studies & Analysis

Complete Support System

Learning doesn't happen in isolation. We've built a comprehensive support network that connects you with mentors, peers, and resources exactly when you need them.

Personal Mentorship

Every student gets paired with an experienced financial mentor who understands your specific situation and goals. Monthly one-on-one sessions plus email support between meetings.

Peer Learning Groups

Connect with other students facing similar financial challenges. These small groups meet weekly to share experiences, ask questions, and celebrate progress together.

Resource Library

Access our complete collection of calculators, worksheets, templates, and planning tools. Everything you need to implement what you learn in real-world situations.

Expert Guest Sessions

Monthly presentations from tax professionals, investment advisors, real estate experts, and successful entrepreneurs who share practical insights from their specialties.

Progress Tracking

Personal dashboard shows your learning milestones, financial goal progress, and next recommended actions. Stay motivated with clear visibility into your advancement.

Alumni Network

Join our community of program graduates who continue supporting each other through financial milestones, business ventures, and ongoing learning opportunities.

Learn from Experienced Practitioners

Our instructors aren't just teachers — they're active financial professionals who use these strategies in their own lives and with their clients every day.

Professional headshot of Marcus Thorensen, Senior Financial Planning Instructor

Marcus Thorensen

Senior Financial Planning Instructor

Former investment advisor with 15 years helping Australian families build wealth. Marcus specializes in making complex investment concepts accessible and actionable for everyday investors. His students appreciate his practical approach and real-world examples.

Professional headshot of Elena Kirkpatrick, Business Finance Specialist

Elena Kirkpatrick

Business Finance Specialist

Entrepreneur and small business finance consultant who's helped launch over 200 Australian businesses. Elena teaches the financial fundamentals that separate successful businesses from those that struggle with cash flow and growth planning.

Professional headshot of Daniel Reeves, Debt Management Expert

Daniel Reeves

Debt Management Expert

Credit counselor and financial coach who's guided hundreds of clients from overwhelming debt to financial freedom. Daniel's systematic approach to debt elimination has helped students pay off millions in combined debt over the past decade.

Ready to Begin?

Our next program cycle starts in September 2025, giving you time to prepare and set clear financial goals before we begin the journey together.

1

Initial Consultation

We'll discuss your financial situation, goals, and learning preferences to recommend the best pathway for your needs. This conversation helps us customize your experience from day one.

2

Program Selection

Choose your learning track and schedule format. We'll match you with the right mentor and peer learning group based on your goals and availability.

3

Pre-Program Preparation

Receive your welcome materials, access to our resource library, and initial financial assessment tools to establish your starting point and early goals.

4

Program Launch

Begin your first module with your mentor meeting, peer group introduction, and access to all course materials. Your financial transformation journey officially starts.

September 2025 Enrollment

Applications open June 2025 — Limited to 120 students per cycle

Schedule Your Consultation