Master Financial Planning
Build practical skills in budget categorization and financial management. Our comprehensive courses help Australian professionals develop systematic approaches to organizing finances effectively.
2025 Course Schedule
Foundation Budget Categories
Starts September 2025Learn the fundamentals of organizing household and business expenses into meaningful categories. This course covers practical systems for tracking spending patterns and identifying areas for improvement.
- Essential expense categorization methods
- Digital tools for budget tracking
- Setting up sustainable financial systems
- Weekly practical exercises
Advanced Financial Analysis
Starts November 2025Dive deeper into analyzing spending data and creating comprehensive financial reports. Perfect for those who want to understand the story behind their numbers and make informed decisions.
- Trend analysis and pattern recognition
- Creating meaningful financial reports
- Cash flow forecasting techniques
- Risk assessment strategies
Small Business Finance Systems
Starts February 2026Designed specifically for small business owners who need practical approaches to organizing business finances. Focus on creating systems that grow with your business needs.
- Business expense categorization
- Separating personal and business finances
- Tax preparation organization
- Scaling financial systems
Helena Nørgaard
Lead Financial Education Specialist
Helena brings 12 years of experience helping Australian families and small businesses organize their finances. She started teaching after seeing too many people struggle with basic budgeting concepts that could be explained simply.
Her approach focuses on practical systems that actually work in real life – not theoretical models that look good on paper but fall apart when you try to use them daily. Helena has worked with everyone from university students managing their first budget to established business owners streamlining their financial processes.
How to Join Our Courses
Initial Consultation
We start with a brief conversation about your current financial situation and learning goals. This helps us recommend the right course for your needs.
Course Materials
Receive your workbook and access to digital tools two weeks before class starts. This gives you time to familiarize yourself with the materials.
Weekly Sessions
Attend weekly 2-hour sessions combining instruction with hands-on practice. Small class sizes ensure personalized attention and practical application.
Ongoing Support
Graduate support includes quarterly check-ins and access to our resource library. Plus, alumni can attend refresher workshops at no additional cost.
Ready to Get Started?
Our next enrollment period opens in July 2025. Contact us to learn more about which course fits your goals and to secure your spot in an upcoming session.
Contact Us