Master Financial Planning Through Real Experience

Join our comprehensive program starting September 2025. Learn from industry professionals who've guided thousands of Australians toward financial independence through practical, hands-on education.

Reserve Your Spot

Build Skills That Actually Matter

Forget theoretical nonsense. Our program focuses on real-world financial challenges that Australian families face every day. You'll work with actual case studies, learn from genuine client situations, and develop expertise that translates directly into practical value.

We've spent years refining this curriculum based on what actually works in the Australian market. Each module addresses specific skills gaps we've identified through working with over 2,000 clients across Brisbane, Sydney, and Melbourne.

By the end of this program, you'll understand superannuation strategies, property investment fundamentals, tax planning approaches, and debt management techniques that make real difference in people's lives.

Financial planning workshop session with students analyzing real market data and investment strategies

What You'll Actually Learn

Australian Tax & Super Fundamentals

Navigate SMSF regulations, understand contribution caps, and master salary sacrifice strategies. We'll cover real scenarios from recent ATO changes and how they affect different client situations.

6 weeks

Property Investment Analysis

Learn to evaluate properties using genuine market data. Calculate rental yields, understand depreciation schedules, and assess location factors that influence long-term growth in Australian markets.

8 weeks

Debt Management Strategies

Master mortgage offset strategies, debt consolidation approaches, and refinancing analysis. Work through real client debt scenarios and develop practical repayment strategies.

4 weeks

Investment Portfolio Construction

Build diversified portfolios using Australian and international assets. Understand ETFs, managed funds, and direct shares within the context of Australian tax implications and market conditions.

7 weeks

Learn From People Who've Been There

Marcus Thompson, Senior Financial Planner

Marcus Thompson

Senior Financial Planner

Fifteen years helping Brisbane families navigate superannuation changes and property decisions. Marcus specializes in pre-retirement planning and has guided over 800 clients through major life transitions.

Sarah Chen, Investment Strategy Specialist

Sarah Chen

Investment Strategy Specialist

Former institutional analyst who shifted to personal financial education. Sarah brings deep market knowledge and teaches complex investment concepts through practical examples that actually make sense.

Ready to Start Learning?

Our next cohort begins September 2025, with limited spots available. The program runs for 25 weeks with a combination of evening sessions and weekend workshops to accommodate working schedules.

Program Start

September 15, 2025

Evening Sessions

Tuesdays 6:30-9:00 PM

Weekend Workshops

Monthly Saturdays

Program Completion

March 2026
Students collaborating on financial case studies during interactive workshop session