Financial Planning Mastery Program
Build solid financial foundations through practical learning and real-world applications. Our comprehensive program covers everything from basic budgeting to investment strategies that actually work in the Australian market.
Your Learning Journey
We've designed this program around how people actually learn financial concepts — starting with the basics you can use immediately, then building toward more complex strategies over time. Each phase connects to the next, creating a complete picture of financial wellness.
Foundation Building
Start with budgeting essentials and expense tracking. You'll learn practical methods for managing cash flow and creating realistic spending plans that stick. We cover different budgeting approaches so you can find what works for your lifestyle.
Debt & Emergency Planning
Tackle debt systematically and build emergency reserves. We'll show you proven strategies for paying down loans efficiently while building financial security. Real case studies help you see these concepts in action.
Investment Fundamentals
Understand shares, bonds, and managed funds through practical examples. You'll learn to evaluate investment options and understand risk without getting overwhelmed by jargon. Focus on long-term wealth building strategies.
Advanced Strategy
Explore tax planning, property investment basics, and retirement planning. This phase brings everything together into a comprehensive financial plan tailored to Australian conditions and regulations.
What You'll Actually Learn
Real skills you can apply immediately. Our curriculum focuses on practical knowledge that makes a difference in your daily financial decisions and long-term wealth building.
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Cash Flow Management Track and optimize your money flow using proven systems that work for different income patterns and lifestyles.
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Investment Portfolio Building Learn to construct balanced portfolios using Australian shares, international funds, and bonds with realistic risk assessment.
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Property Investment Basics Understand residential property as an investment option, including costs, financing, and market analysis fundamentals.
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Tax Strategy Essentials Navigate Australian tax implications of different investment choices and learn basic optimization strategies.
Learn From Experienced Professionals
Our instructors bring years of practical financial planning experience. They've worked with clients facing real financial challenges and understand what actually works in practice, not just theory.
Helena Morrison
Investment Strategy Lead
Former investment advisor with 12 years experience helping clients build long-term wealth. Helena specializes in making complex investment concepts accessible and practical for everyday investors.
Beatrice Walsh
Personal Finance Coach
Certified financial planner who's helped hundreds of clients transform their financial habits. Beatrice brings real-world budgeting expertise and practical debt management strategies to every session.
Penelope Torres
Property Investment Advisor
Real estate finance specialist with extensive knowledge of Australian property markets. Penelope helps students understand property investment from both financial and practical perspectives.
Cordelia Rivers
Tax Strategy Consultant
Former tax advisor who now teaches practical tax optimization for individual investors. Cordelia makes Australian tax law understandable and shows how to structure investments efficiently.
Start Your Financial Journey
Our next cohort begins September 2025. Classes run for 16 weeks with flexible evening and weekend options. Early enrollment opens March 2025 with limited spaces available.
Get Program Details