Build Real Financial Confidence Through Structured Learning
Our program walks you through net worth calculation step by step. No jargon. No overwhelm. Just practical knowledge you can apply starting September 2025.
Register Your Interest
Find Your Starting Point
Not everyone comes to financial planning from the same place. We've built pathways that match where you are right now.
Just Getting Started
You've never really tracked your finances before. Maybe you have a vague sense of what you own and owe, but nothing concrete. Our Foundation Module starts with the absolute basics and assumes zero prior knowledge.
Tracking But Not Calculating
You know what's in your accounts and what debts you're carrying. What you're missing is how to pull it all together into something meaningful. The Calculation Pathway shows you exactly how to create your first real net worth statement.
Ready to Go Deeper
You've calculated net worth before. Now you want to understand trends, set realistic targets, and make smarter decisions based on your numbers. The Strategic Module is where we dig into analysis and planning.
Who You'll Learn From
Our instructors aren't reading from textbooks. They've worked with hundreds of Australians through every financial situation you can imagine.
Casper Drummond
Foundation Module Lead
Casper spent twelve years helping people untangle messy financial situations. He's seen it all and knows how to explain complex concepts in ways that actually make sense. His approach is patient, practical, and refreshingly free of finance-speak.
Leighton Whitley
Strategic Analysis Specialist
After working in corporate finance for a decade, Leighton shifted to education because she was tired of seeing people make avoidable mistakes. She brings real-world experience from both sides of the financial industry.
Rafferty Holbrook
Calculation Methods Instructor
Rafferty teaches the technical side of net worth calculation. He's the person who answers those specific questions about what counts as an asset, how to value property, and why depreciation matters more than most people think.
Sigrid Ashworth
Planning & Strategy Guide
Sigrid works with students who've mastered the basics and want to use their financial data for actual decision-making. She's particularly good at helping people set realistic goals that align with their actual lives rather than someone else's definition of success.
What's Coming in 2025
We're building this program thoughtfully. Here's when each component launches.
September 2025
Foundation Module Opens
Six weeks of core content covering financial basics and your first net worth calculation. Limited to 40 participants so we can provide proper support. Registration opens in July.
November 2025
Calculation Pathway Launch
Four-week intensive for people who need the technical skills without the foundational content. Smaller cohort of 25 participants. We're testing this format based on feedback from early interest.
February 2026
Strategic Module Begins
Eight-week advanced program for graduates of either earlier module. This one digs deep into analysis, planning, and using your financial data to make better decisions about property, investments, and major purchases.
Mid-2026
Ongoing Support Structure
Monthly workshops for program alumni. We're still working out the exact format, but the goal is practical ongoing support as your financial situation evolves. No additional fee for graduates.
Ready to Start Learning?
Registration for September 2025 opens in July. Get in touch now if you want updates or have questions about which module fits your situation.
Contact Us About Registration