Build Better Financial Decisions

Our program walks you through practical money management techniques that actually work in real situations. No empty promises—just straightforward guidance for people who want to feel more confident about their financial choices.

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What We Actually Focus On

We've spent years figuring out what helps people make sense of their finances. Here's what matters most in our approach.

Clarity First

Financial jargon creates unnecessary confusion. We break things down using plain language and real examples from everyday situations. When you understand what's happening with your money, better decisions follow naturally.

Practical Methods

Theory is fine, but you need tools you can actually use. Our methods have been tested by hundreds of Australians dealing with real budgets, real debt, and real saving goals. We skip the fluff and focus on what works.

Individual Context

Your financial situation isn't identical to anyone else's. What makes sense for a couple in Brisbane might not work for a single person in Perth. We help you adapt strategies to fit your actual circumstances and priorities.

Long-Term Thinking

Quick fixes rarely solve money problems. We teach you how to build habits and systems that work for years, not just weeks. Small improvements compound over time when you stay consistent.

Financial planning workspace with charts and analysis tools

Program Structure Overview

We've organized everything into focused modules that build on each other. You can move through at your own pace, but we've found this sequence helps concepts stick better. Here's what each part covers.

Module Component Foundation Track Advanced Track
Budget Framework Setup Core principles Complex scenarios
Debt Management Strategies Basic approaches Multi-debt coordination
Emergency Fund Planning 3-month targets 6-12 month goals
Investment Fundamentals Australian context
Tax Planning Basics Standard deductions Optimization techniques
Retirement Considerations Super strategies
Cash Flow Tracking Monthly reviews Weekly analysis
Goal Setting Methods Short-term focus Multi-year planning

Program Timeline

Our next intake runs from August through December 2025. We keep groups small so everyone gets proper attention and feedback. Sessions happen online, which means you can join from anywhere in Australia.

1

Foundation Phase

Set up your tracking systems and understand where your money currently goes. Most people find surprises here.

Aug 2025
2

Strategy Development

Build your personal plan based on what you learned in phase one. We work through different scenarios together.

Sep 2025
3

Implementation

Put your plan into action with weekly check-ins. This is where the rubber meets the road.

Oct 2025
4

Refinement

Adjust based on what's working and what isn't. Real life rarely goes exactly as planned.

Nov 2025

Who Runs This Program

Meet the people who'll guide you through the material. We've both been through our own financial challenges, which shapes how we teach.

Finley Ashworth, Lead Program Facilitator

Finley Ashworth

Lead Program Facilitator

I spent my twenties making every financial mistake you can imagine. Eventually learned from all of them and now I help other people avoid the same traps. Been running workshops in Coffs Harbour since 2019, working with everyone from university students to pre-retirees.

Reuben Caldwell, Strategy Advisor

Reuben Caldwell

Strategy Advisor

Background in banking gave me technical knowledge, but working one-on-one with clients taught me what actually matters. People don't need complicated spreadsheets—they need systems that fit their daily routines. I focus on making financial planning less intimidating and more actionable.

Ready to Get Started?

Our August 2025 program opens for registration in June. Spots fill up quickly because we cap enrollment at 25 people. Reach out if you have questions about whether this is right for your situation.