2025 Financial Planning Courses
Master seasonal budgeting, tax strategy, and investment planning with Australia's most practical finance education program
Course Schedule & Enrollment
Our 2025 program runs across three intensive sessions, each designed around Australia's financial calendar and seasonal planning needs.
Autumn Intensive: Tax Preparation & Planning
Eight-week program covering end-of-financial-year strategies, deduction optimization, and business expense tracking. Perfect timing before the April tax deadline rush.
Winter Workshop: Investment Strategy & Superannuation
Six-week deep dive into portfolio management, super contributions, and long-term wealth building. Includes hands-on analysis of current market conditions.
Spring Program: Budget Planning & Cash Flow Management
Ten-week comprehensive course on seasonal budgeting, emergency fund planning, and small business cash flow. Prepares you for the holiday spending season.
Real-World Financial Skills
We focus on practical knowledge you can use immediately. No abstract theory — just proven strategies that work in Australia's unique financial landscape.
- Personal budget templates designed for Australian income cycles
- Tax planning worksheets with current ATO guidelines
- Investment tracking tools for ASX and international markets
- Small business expense categorization systems
- Superannuation optimization calculators
- Emergency fund planning for different life stages
Meet Your Instructors
Learn from professionals who've navigated Australia's financial sector for decades and understand the challenges you face.
Ruben Matswick
Tax Strategy & Business Finance
Former ATO advisor with 15 years helping small businesses navigate complex tax situations. Specializes in making compliance simple and stress-free.
Zephyr Chen-Williams
Investment Planning & Superannuation
Twenty years in wealth management across Melbourne and Sydney. Known for breaking down complex investment concepts into practical, actionable steps.
Cadence Thornfield
Personal Budgeting & Cash Flow
Certified financial planner who's helped over 800 Australian families create sustainable budgets. Expert in seasonal income planning and emergency preparedness.
How to Secure Your Spot
Simple enrollment process with flexible payment options and early-bird pricing available through February 2025.
Choose Your Program
Select the session that fits your schedule and learning goals. Each program runs independently.
Submit Application
Complete our brief questionnaire about your financial background and specific learning objectives.
Confirm Enrollment
Receive your course materials and access to our online learning platform within 48 hours.