Finance Foundations Program
A 12-week intensive course designed for Australians who want to understand money better. We skip the jargon and focus on practical knowledge you'll actually use.
Next intake begins September 2025 – Applications open June 1st
What You'll Learn
We've structured this program around the questions people actually ask. Each module tackles real scenarios – the kind you face when looking at your bank statements or planning next year.
Money Basics
Start with fundamentals that matter in daily life. Understanding how money moves helps you make better decisions.
- Reading financial statements without confusion
- Tracking expenses that actually reflect reality
- Creating budgets that work with your lifestyle
- Identifying spending patterns you didn't notice
Building Safety Nets
Emergency funds and savings strategies that fit Australian life. We discuss realistic approaches, not textbook theories.
- Setting savings goals you can maintain
- Comparing savings accounts and rates
- Building emergency funds gradually
- Balancing saving with living comfortably
Debt Management
Understanding different types of debt and creating repayment plans that actually work within your budget.
- Comparing interest rates and loan terms
- Credit card strategies that reduce debt
- Prioritizing payments effectively
- Knowing when to consolidate or refinance
Investment Foundations
Basic investment concepts explained clearly. You'll understand options available to everyday Australians without needing huge capital.
- Understanding shares, bonds, and managed funds
- Superannuation choices and impact
- Risk assessment for different life stages
- Starting small with micro-investing platforms
Tax Essentials
Australian tax system explained in plain language. Learn what applies to your situation and how to stay organized.
- Understanding your tax obligations
- Keeping records that save time
- Deductions you might be missing
- Working with accountants effectively
Long-term Planning
Looking ahead without overwhelming yourself. We cover retirement, insurance, and major purchases with realistic timelines.
- Retirement planning at different ages
- Insurance types and coverage decisions
- Property considerations and timing
- Adjusting plans as life changes
Your Teaching Team
Tobias Lindqvist
Program Lead & Financial Educator
Spent fifteen years in banking before switching to education. Tobias realized most people don't need complicated strategies – they need clear explanations. He's taught over 200 workshops across Melbourne and Sydney.
Sienna Kowalski
Investment & Superannuation Specialist
Sienna helps people understand superannuation choices without the confusion. She's worked with industry funds for eight years and knows how to explain complex options in straightforward terms.
Margot Fitzgerald
Tax Accountant & Small Business Advisor
Margot joins us for Module 05 to discuss tax planning. She runs a practice in Canberra and works mainly with regular people navigating tax season. Her approach focuses on organization and understanding rather than optimization tricks.
Program Details
- Duration 12 weeks
- Format Evening sessions (6:30–8:30pm)
- Schedule Tuesday & Thursday
- Location Belconnen ACT
- Class Size Maximum 18 participants
- Start Date September 9, 2025
Classes meet twice weekly for structured learning. You'll also get access to recorded sessions if you miss a class or want to review material later. We keep groups small so everyone gets attention.
Ready to Start?
Applications for September 2025 open June 1st. Get in touch if you have questions about whether this program fits your situation.
Contact Us