Personalized Financial Planning Education

Transform your understanding of business finances through our adaptive learning program. We match your learning style with the right approach, whether you prefer hands-on workshops, detailed analysis, or practical case studies from real Australian businesses.

Start Your Learning Journey
Business professionals collaborating on financial planning strategies in modern office environment

Choose Your Learning Path

Our program adapts to how you learn best. We've designed three distinct approaches based on what works for different business owners across Queensland and beyond.

Intensive Workshop Track

Perfect for hands-on learners who prefer interactive sessions and immediate feedback. These weekend intensives run quarterly throughout 2025.

  • Monthly weekend workshops in Brisbane
  • Small groups of 8-12 participants
  • Real business case studies
  • Take-home planning templates
  • Follow-up support sessions

Self-Paced Online Track

Ideal for busy entrepreneurs who need flexibility. Access materials anytime and progress at your own speed with optional check-ins.

  • 24/7 access to learning modules
  • Interactive financial calculators
  • Monthly virtual Q&A sessions
  • Downloadable resources library
  • Email support within 48 hours

Mentorship Program

One-on-one guidance for complex business situations. Work directly with experienced financial planners who understand your industry.

  • Bi-weekly one-hour sessions
  • Customized learning materials
  • Industry-specific examples
  • Direct phone/email access
  • Quarterly progress reviews
Modern classroom setting with financial charts and collaborative learning environment

Real-World Application

Every session includes practical exercises using actual business scenarios from the Australian market. You'll work with cash flow projections, tax planning strategies, and investment decisions that mirror what you face in your own business.

We don't teach theory in isolation. Instead, you'll analyze real companies, review actual financial statements, and practice making decisions with incomplete information - just like in real business situations.

Find Your Perfect Learning Match

Not sure which approach suits you? Our decision tree helps you discover the learning style that matches your schedule, preferences, and business needs. Answer a few questions to get personalized recommendations.

How much time can you commit weekly to learning?
2-3 hours spread throughout the week → Self-Paced Track
Full weekend once per month → Workshop Track
1 hour twice weekly with homework → Mentorship Program
What's your preferred learning environment?
Learn with others, ask questions in real-time → Workshop Track
Study alone, review materials multiple times → Self-Paced Track
One-on-one attention, customized pace → Mentorship Program
How complex is your current business situation?
Straightforward small business basics → Self-Paced Track
Multiple revenue streams, some complexity → Workshop Track
Complex partnerships, unique challenges → Mentorship Program

Personalized Guidance

Still unsure? Our program coordinator can help you choose the right path based on your specific situation and goals.

  • 15-minute consultation call
  • Learning style assessment
  • Custom recommendations
  • Flexible switching between tracks
Get Personal Guidance

What Participants Say

"The mentorship program completely changed how I approach financial planning. Having someone who understood my industry made all the difference. I finally feel confident making major business decisions."
Marcus, small business owner and program participant

Marcus T.

Restaurant Owner, Gold Coast

"The self-paced track was perfect for my crazy schedule. I could review complex topics multiple times, and the calculators helped me model different scenarios for my consulting business."
Sarah, independent consultant and online learning participant

Sarah M.

Independent Consultant, Melbourne

"The workshop weekends were intense but incredibly valuable. Learning alongside other business owners facing similar challenges gave me new perspectives I never would have considered on my own."
Elena, retail business owner and workshop participant

Elena R.

Retail Business Owner, Sydney