Build Financial Confidence Through Practical Learning
Managing money doesn't need to feel overwhelming. Our structured programs help you develop genuine financial skills through hands-on practice and real-world scenarios. Starting September 2025, we're offering comprehensive workshops designed for Australian households looking to strengthen their financial foundation.
Explore Programs
Core Financial Skills That Matter
We focus on the essentials that make a tangible difference in your daily financial decisions and long-term planning.
Budget Construction
Learn to build flexible spending plans that actually work with your lifestyle. We'll show you how to track expenses without feeling restricted and adjust as your circumstances change.
Debt Management Strategies
Understand different approaches to handling existing debt. You'll explore methods like avalanche and snowball techniques, then decide what suits your situation best.
Savings Architecture
Build systematic approaches to saving that go beyond simple "put aside what's left." We cover emergency funds, goal-based savings, and how to automate the process effectively.
Tax Fundamentals
Get comfortable with Australian tax structures, deductions, and planning strategies. We break down complex concepts into practical steps you can actually use.
Investment Basics
Start understanding how different investment vehicles work, from superannuation to shares and property. No get-rich-quick schemes—just honest explanations of options and risks.
Financial Goal Setting
Develop realistic timelines and strategies for major purchases, career transitions, or retirement planning. We help you break big goals into manageable steps.
Learning That Sticks
Our sessions use real case studies from Australian households. You'll work through actual scenarios—messy situations with competing priorities, unexpected expenses, and tough decisions.
This isn't about memorizing formulas. We want you to develop judgment and confidence so you can adapt what you learn to your specific circumstances.
- Interactive workshops with immediate feedback from experienced instructors
- Case analysis sessions using de-identified real situations
- Practice exercises that mirror actual financial decisions
- Small group discussions where you can ask specific questions
- Take-home materials for continued practice and reference
Sessions run over 8-week blocks, with optional extension modules for those wanting deeper knowledge in specific areas.
Meet Your Instructors
Our teaching team includes certified financial professionals who've worked extensively with Australian families and businesses. They bring practical experience alongside formal qualifications.
Ingrid Threlfall
Budget Planning SpecialistIngrid spent 12 years in retail banking before transitioning to financial education. She specializes in helping families navigate major life transitions—career changes, parental leave, or caring for aging parents—and rebuilding financial stability afterward.
Sorcha Vilhelm
Investment Fundamentals EducatorWith a background in portfolio management and tax planning, Sorcha focuses on demystifying investment concepts for beginners. She's particularly skilled at explaining risk tolerance and helping people understand their actual comfort level with different financial products.
Flexible Learning Options
We understand work schedules and family commitments vary. That's why we offer multiple session times throughout the week, with some weekend options available.
Can't make a live session? We provide detailed session notes and recorded summaries, though we've found in-person participation leads to better outcomes. The real value comes from asking questions specific to your situation and hearing how others approach similar challenges.
Our autumn 2025 intake begins in September, with a second program starting January 2026. We keep cohort sizes deliberately small—usually 12 to 15 participants—so everyone gets sufficient attention during practical exercises.
Ready to Start?
Enrollment for our September 2025 program opens in June. We recommend reviewing our detailed program outline first to ensure it matches what you're looking for.
The investment is 0 for the complete 8-week program, with payment plans available. This includes all materials, session access, and three months of follow-up support after program completion.
Review Program Details
Check our comprehensive program outline to understand what topics we cover, session structure, and time commitment required. Make sure it aligns with your learning goals.
Attend Information Session
Join one of our free information sessions held monthly. Ask questions, meet potential instructors, and get a feel for our teaching approach. Next session: May 18, 2025.
Complete Enrollment
Once you're ready, complete the enrollment form and select your preferred session times. We'll confirm your spot and send pre-program materials to help you prepare.