Real Financial Skills That Actually Work

Skip the theory. Learn practical money management from professionals who've helped thousands of Australians build genuine financial confidence through hands-on education.

Discover Our Approach
Professional financial planning workspace with documents and calculator

Learn From Working Professionals

Our instructors aren't just teachers — they're active financial professionals who work with real clients every day. You'll learn current practices, not outdated textbook material.

Bartholomew Chensworth, Senior Financial Advisor and Course Instructor

Bartholomew Chensworth

Senior Financial Advisor & Lead Instructor

Bartholomew brings fifteen years of hands-on experience working with Melbourne families and small business owners. He specializes in making complex financial concepts accessible and actionable. His clients regularly tell him they wish they'd learned these fundamentals years earlier — which is exactly why he developed our practical curriculum.

Our Teaching Philosophy

We focus on real-world application rather than academic theory. Every lesson includes actual examples from our practice, case studies from Australian clients, and practical exercises you can apply immediately. Our goal is to build your confidence with money, not overwhelm you with jargon.

Step-by-Step Financial Foundations

Master essential money skills through our structured approach. Each module builds on the previous one, giving you a solid foundation for making informed financial decisions.

1

Budget That Actually Works

Learn to create budgets you'll actually stick to. We'll show you three different budgeting methods and help you find the one that fits your lifestyle and personality.

2

Emergency Fund Strategy

Build your safety net systematically. We'll calculate exactly how much you need and create a realistic timeline for reaching your goal without sacrificing your current quality of life.

3

Investment Fundamentals

Understand the basics of investing without getting overwhelmed. We focus on simple, low-cost strategies that have worked for decades, not get-rich-quick schemes.

4

Tax Optimization Basics

Learn legitimate ways to minimize your tax burden while staying compliant. We cover superannuation, deductions, and timing strategies that can save you hundreds annually.

Your Learning Journey

Our comprehensive program runs over eight months, giving you time to practice each concept before moving forward. Classes begin in September 2025.

September 2025

Foundation Phase

Start with budgeting fundamentals and cash flow management. You'll track your spending for one month and create your first realistic budget using our proven framework.

November 2025

Building Security

Focus on emergency fund creation and debt management strategies. Learn to prioritize different types of debt and create automated savings systems.

January 2026

Growth Planning

Introduction to investment principles and retirement planning. Understand different account types, risk tolerance, and long-term wealth building strategies.

April 2026

Advanced Strategies

Tax optimization, insurance planning, and estate basics. Create your comprehensive financial plan with ongoing support from our team.

Ongoing Support Beyond the Classroom

Financial education doesn't end when classes finish. Our graduates get access to monthly check-ins, updated resources, and a private community where you can ask questions and share experiences with fellow learners.

  • Monthly group sessions for ongoing questions
  • Updated materials as tax laws and regulations change
  • Private online forum for graduates
  • Annual financial planning reviews
  • Access to guest expert workshops
Get Started Today
Small group discussion during a financial literacy workshop with participants reviewing personal budgets