Financial Planning Mastery Program

Build real expertise in personal finance management through practical, hands-on learning designed for Australian market conditions

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Real Progress Through Practical Application

Our students develop genuine financial confidence by working with real scenarios and building skills they actually use. The difference shows up in how they handle money decisions and plan for their futures.

Before Program
Struggling to track expenses, confused by investment options, uncertain about budgeting approaches
After 6 Months
Managing comprehensive budgets, understanding portfolio basics, making informed financial decisions with confidence
Long-term Impact
Developing emergency funds, planning property purchases, helping family members with financial guidance

Learn Your Way, At Your Pace

Evening Sessions
Weekly 2-hour classes that fit around work schedules
Weekend Intensive
Saturday workshops for deeper dives into complex topics
Online Support
Access resources and ask questions between sessions
Personal Review
Individual progress check-ins with instructors

We know life gets busy. That's why students can adjust their learning path based on work demands, family commitments, and personal goals. Miss a session? Catch up online. Need extra help? Book additional review time.

Learn From Practitioners, Not Just Teachers

Our instructors combine teaching experience with real-world financial practice. They've helped families navigate market downturns, build wealth, and make smart money decisions.

Kofi Brennan

Investment Strategy

Twenty years managing portfolios for Australian families. Kofi explains complex investment concepts through real examples from his client work, helping students understand markets without the jargon.

Indie Walsh

Budgeting & Planning

Former bank manager who now teaches practical budgeting. Indie's approach focuses on systems that actually work for busy people, not perfect spreadsheets that get abandoned after a month.

Ridge Coleman

Property & Debt

Property investment advisor who's guided hundreds through their first home purchases. Ridge teaches the reality of Australian property markets, including what mortgage brokers don't always mention.

Personal Guidance That Makes The Difference

Every student gets individual attention. We review your actual financial situation, help you set realistic goals, and adjust the curriculum based on what you need most. This isn't one-size-fits-all education — it's personalized financial development.

Program Structure

Foundation Phase (Weeks 1-4)
Master budgeting basics, understand cash flow, and build sustainable spending habits. We start with your real numbers, not theoretical examples.
Investment Essentials (Weeks 5-8)
Learn about shares, bonds, and property investment. Understand risk, diversification, and how to read financial statements without getting overwhelmed.
Advanced Planning (Weeks 9-12)
Tax strategies, superannuation optimization, insurance decisions, and estate planning basics. The stuff that really makes a difference long-term.
Personal Implementation (Weeks 13-16)
Create your personalized financial plan, set up tracking systems, and establish review processes. Graduate with a roadmap you'll actually follow.