Financial Foundation Learning Program
Build practical money management skills through our comprehensive program starting March 2025. Learn from experienced Australian financial professionals who understand local markets and regulations.
Start Your JourneyYour Learning Journey
Our structured approach takes you from basic financial literacy to advanced money management over 12 months
Months 1-3 (March - May 2025)
Start with budgeting fundamentals and expense tracking. You'll learn to categorise spending, set realistic savings goals, and understand Australian tax basics. We cover everyday banking, choosing the right accounts, and avoiding common financial traps that catch many people out.
Months 4-6 (June - August 2025)
Move into emergency fund planning and debt management strategies. Learn about different types of insurance, compare home loan options, and understand how credit scores actually work in Australia. This phase includes practical workshops on negotiating with lenders.
Months 7-9 (September - November 2025)
Explore investment basics, superannuation optimisation, and property market fundamentals. We'll cover ETFs, managed funds, and direct shares without the sales pitch. You'll learn to read financial statements and understand risk versus return in practical terms.
Months 10-12 (December 2025 - February 2026)
Advanced tax planning, estate planning basics, and long-term wealth building strategies. Create your personalised financial plan with ongoing review processes. Graduate with confidence to make informed financial decisions independently.
Choose Your Learning Path
Different people need different approaches to financial education. Our three pathways cater to various learning preferences and life situations.
Weekend Workshop Series
Monthly Saturday sessions combining theory with hands-on activities. Work through real scenarios, use financial calculators, and practice negotiations in small groups. Perfect for people who learn by doing.
Online Self-Paced Program
Complete modules in your own time with weekly check-ins via video calls. Access recorded sessions, downloadable resources, and an online community for questions. Ideal for busy professionals and parents.
Marcus Pemberton
Senior Financial Educator
Oliver Thorne
Investment Strategy Instructor
Learn From Practitioners, Not Salespeople
Our instructors have worked in Australian banks, financial planning firms, and accounting practices. They understand the real challenges people face with money because they've helped thousands navigate similar situations.
- No commission-based product recommendations
- Focus on education rather than sales
- Real experience with Australian financial systems
- Ongoing support beyond program completion
What Graduates Are Saying
These are real comments from people who completed our program in 2024. Results depend on individual circumstances and commitment to applying what you learn.
"Finally understood superannuation and increased my contributions. The tax module alone saved me more than the course cost. No pressure to buy products, just solid education."
"The budgeting techniques actually work for our family. We've built a proper emergency fund and feel more confident about our mortgage decisions. Practical advice, not theory."
