Financial Literacy Mastery Program

Build practical money management skills through our comprehensive curriculum designed for Australian households and professionals seeking financial confidence.

8 Month Program

12 Core Modules

3 Skill Levels

Complete Learning Modules

Each module builds on previous knowledge, creating a solid foundation for financial decision-making. Our curriculum covers everything from basic budgeting to advanced investment principles.

Budget Foundation & Cash Flow

4 weeks • 16 hours

Personal income assessment and categorization
Fixed and variable expense tracking methods
50/30/20 rule implementation strategies
Emergency fund calculation and setup
Monthly review and adjustment processes

Debt Management & Credit Health

3 weeks • 12 hours

Credit score interpretation and improvement
Debt avalanche vs snowball methods
Interest rate negotiation techniques
Credit card optimization strategies
Mortgage refinancing evaluation

Investment Principles & Portfolio Building

5 weeks • 20 hours

Asset allocation across age groups
ETF and managed fund comparison
Dollar-cost averaging implementation
Risk tolerance assessment tools
Tax-efficient investment structures

Retirement Planning & Superannuation

4 weeks • 16 hours

Superannuation contribution strategies
Self-managed super fund considerations
Retirement income stream planning
Age pension integration methods
Healthcare and aged care cost planning

Your Financial Journey Pathway

Foundation

Money Basics

Master budgeting fundamentals, expense tracking, and cash flow management. Build your financial awareness and establish healthy money habits.

Budget Creation Expense Tracking Goal Setting

Growth

Wealth Building

Learn investment strategies, debt optimization, and asset allocation. Develop skills to grow your wealth systematically over time.

Investment Strategy Risk Assessment Portfolio Design

Mastery

Financial Leadership

Advanced tax strategies, estate planning, and complex financial decision-making. Achieve true financial independence and security.

Tax Optimization Estate Planning Legacy Building

Meet Your Financial Mentors

Learn from experienced professionals who combine academic knowledge with real-world financial expertise gained from years in Australian financial markets.