Financial Literacy Programme

Build practical money management skills through structured learning and real-world application

Starting September 2025, this programme takes you from basic budgeting concepts through to sophisticated financial planning techniques. Each module builds on the last, and you'll work with actual scenarios from Australian households.

Register Your Interest
1

Foundation Skills

Start with the fundamentals. You'll track expenses, identify patterns, and understand where your money actually goes each month.

  • Personal cash flow analysis
  • Expense categorisation methods
  • Setting measurable targets
  • Using tracking spreadsheets
2

Progress Tracking

Learn how to measure what matters. We'll show you different measurement frameworks and help you choose what works for your situation.

  • Monthly variance analysis
  • Milestone recognition systems
  • Visual progress charts
  • Adjustment strategies
3

Strategic Planning

Move beyond month-to-month management. You'll build longer timelines and develop strategies for larger financial objectives.

  • 12-month planning frameworks
  • Debt reduction pathways
  • Savings goal structuring
  • Resource allocation models
4

Advanced Techniques

The final stage covers sophisticated approaches. Think investment basics, tax efficiency, and how to evaluate financial decisions with confidence.

  • Portfolio diversification basics
  • Tax-effective structures
  • Risk assessment methods
  • Long-term wealth building

Who You'll Learn From

Our instructors come from diverse financial backgrounds and bring practical experience to every session.

Tobias Lindqvist teaching financial planning concepts

Tobias Lindqvist

Budget Planning Specialist

Spent twelve years helping families in Western Sydney manage household finances. Tobias focuses on practical tracking methods that actually stick.

Mira Kovačević demonstrating progress measurement techniques

Mira Kovačević

Financial Metrics Consultant

Former banking analyst who now teaches measurement techniques. Mira breaks down complex concepts into steps anyone can follow.

Siobhan O'Malley explaining strategic investment planning

Siobhan O'Malley

Investment Strategy Educator

Background in superannuation advice across Melbourne and regional Victoria. Siobhan specialises in making investment concepts accessible.

Student reviewing financial assessment documentation and progress charts

How We Assess Your Progress

Forget about traditional exams. We measure understanding through practical application and real scenario work.

Monthly Budget Reviews

You'll submit your actual budget tracking each month. We provide feedback on your categorisation, variance analysis, and adjustment strategies.

Scenario Challenges

Tackle realistic financial situations — unexpected expenses, income changes, major purchases. Show us how you'd measure progress through these scenarios.

Progress Portfolio

Build a portfolio throughout the programme. It includes your tracking systems, measurement frameworks, and planning documents that demonstrate skill development.

Peer Review Sessions

Present your approaches to small groups. Learn from others' methods and receive constructive feedback on your measurement techniques.

Programme Begins September 2025

We're accepting expressions of interest now for our autumn intake. Classes run Tuesday and Thursday evenings at our Campbelltown location, with weekend workshop options available.

The programme runs for sixteen weeks with optional extension modules. Limited to twenty participants per cohort to maintain quality interaction and personalised feedback.