Financial Planning Education for Australian Businesses

We've been working with Australian organisations since 2019, helping teams build practical financial literacy that translates directly into better business decisions. Our programs aren't about theory—they're about real tools that people actually use.

Discuss Your Team's Needs

How We Got Here

Building something worthwhile takes time. Here's what we've learned along the way.

01

Started with Questions

2019

We noticed something odd. Business owners made complex decisions every day but often felt uncomfortable talking about their own financial planning. So we started small—running workshops in Canberra for local businesses.

02

Finding What Works

2021

After two years of trial and adjustment, we developed our family-focused approach. Turns out, when you help people understand personal finance through the lens of family planning, business finance becomes clearer too.

03

Expanding Reach

2023

We partnered with 47 organisations across Australia. Each one taught us something new about what teams actually need versus what we thought they needed. The feedback shaped everything we do now.

04

Looking Forward

2025 & Beyond

Our autumn 2025 programs launch in September. We're working with organisations who want their teams to feel genuinely confident about financial decisions—not just ticking a professional development box.

Our Business Education Model

Family-First Framework

Everything connects back to real life financial scenarios families face

Team Workshops

Interactive sessions where your staff learn practical budgeting and planning techniques they can use immediately.

Leadership Programs

Help managers understand how financial literacy affects team performance and decision-making quality.

Custom Resources

We create materials specific to your industry context. Generic templates don't work—we've tried.

Ongoing Support

Monthly check-ins and resource updates keep momentum going after the initial training wraps up.

Implementation Plans

Practical roadmaps that translate concepts into actions your team can actually complete.

Measurement Tools

Track confidence levels and understanding over time. Numbers tell you what's working.

Business team collaboration during financial planning workshop

What Makes This Different

Most corporate training feels like sitting through a lecture. Ours doesn't. Because we started with families, we learned to make finance accessible without dumbing it down.

Your team members are dealing with mortgages, school fees, retirement planning. When we address those real concerns, the business applications become obvious. Financial stress affects workplace performance—that's just reality.

We work with organisations ranging from 15 to 200+ employees. The approach scales because the principles stay consistent. People need to understand money in context that matters to them personally.

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What Participants Actually Said

Participant portrait

Henrik Bjørnstad

Operations Manager, Manufacturing

I thought I understood budgeting until these sessions. The family planning angle made everything click differently. Now I'm applying the same frameworks to department spending.

Participant portrait

Siobhan Callaghan

HR Director, Technology Sector

We ran this for our entire Melbourne office in March 2025. The feedback was overwhelming—people actually wanted more sessions. That never happens with professional development.

Participant portrait

Dimitri Papadakis

Small Business Owner

Brought this program to my team of twelve. Three months later, I'm seeing better financial awareness in daily decisions. Worth every bit of time invested.