Financial Milestone Planning Program
Learn practical strategies to map your financial future, set meaningful goals, and build confidence in your money decisions through our comprehensive six-month program starting July 2026.
Your Path to Financial Clarity
Most people don't fail at money management because they lack intelligence. They struggle because nobody taught them how to think about their finances in practical terms.
This program wasn't built from textbooks. It came from working with hundreds of Australians who were tired of feeling confused about their own money. People who wanted straightforward answers without financial jargon or complicated theory.
Start Where You Are
No prerequisites needed. Whether you're just starting out or already managing investments, we meet you at your current level.
Build Real Skills
Work with actual scenarios and real numbers. Create plans you can use immediately, not theoretical exercises.
Adjust as You Go
Life changes. Your plan should too. Learn how to adapt your strategy when circumstances shift.
What You'll Actually Learn
Six modules that cover the fundamentals of personal finance planning. Each one builds on the last, but you can revisit any section whenever you need a refresher.
Understanding Your Current Position
Before you can plan where you're going, you need to know where you stand. We'll look at how to assess your finances honestly and identify what matters most to you.
Setting Realistic Goals
Not every financial goal needs to be buying a house or retiring early. Learn to set milestones that align with your actual life, not someone else's definition of success.
Cash Flow Management
Money coming in, money going out. Sounds simple, but most financial stress comes from not having a clear picture of this basic cycle. We'll fix that.
Building Your Safety Net
Emergency funds aren't exciting, but they're what keep you from derailing your plans when life happens. We'll figure out what makes sense for your situation.
Planning for Major Milestones
Whether it's a home deposit, career change, or extended travel, large goals need different strategies. Learn to break them down into manageable steps.
Reviewing and Adjusting
Plans change. Jobs change. Life changes. The final module focuses on how to review your progress and make adjustments without starting from scratch.
Learn from People Who've Been There
Our instructors aren't celebrities or social media personalities. They're financial professionals who've worked with everyday Australians facing real money challenges.
Each one brings a different perspective based on their specialty and experience. You'll hear from planners, analysts, and educators who've helped people in various life stages work through financial decisions.
They've all dealt with their own financial learning curves. That experience shows in how they teach – without judgment and with a lot of practical insight.
Kirsten Faulkner
Financial Planning Specialist
Kirsten spent twelve years helping families create realistic financial plans. She focuses on breaking complex concepts into everyday language.
Elspeth Riordan
Budget Strategy Advisor
After working with over 300 clients on cash flow issues, Elspeth knows where people typically get stuck and how to get them moving again.
Tamsin Bellamy
Goal Setting Coach
Tamsin helps people identify what they actually want from their money. Her background in behavioral finance brings a different angle to traditional planning.
Next Intake: July 2026
Our structured program runs twice yearly. The next cohort begins in July 2026, giving you time to prepare and gather any financial documents you'd like to review during the course.