Build Your Financial Future With Confidence

Money doesn't have to be overwhelming. Our program walks you through setting goals that actually work for your life—whether you're saving for a house deposit, planning a career change, or just want to stop stressing about bills.

We've helped hundreds of Australians in Bankstown and beyond sort out their finances. Not through complicated investment strategies or get-rich-quick schemes. Just practical steps that fit real life.

Financial planning session with collaborative discussion

How The Program Works

Six weeks of focused learning. Small groups. Real conversation. And practical tools you can start using straight away.

1

Understanding Where You Are

Before goals come clarity. We look at income patterns, expenses, and those hidden money habits that trip everyone up. No judgment—just honest assessment.

2

Setting Goals That Stick

Generic advice doesn't work. We help you define what matters to you and break big goals into manageable chunks. Short-term wins fund long-term dreams.

3

Building Your System

You need a system that runs itself. Automated transfers, savings buckets, spending plans that leave room for life. Simple stuff that compounds over time.

4

Handling Setbacks

Life happens. Car breaks down. Kids need braces. We teach you how to absorb shocks without derailing everything. Resilience matters more than perfection.

5

Growing What You Have

Once the basics are sorted, we explore options—super contributions, offset accounts, basic investment principles. Start small and learn as you go.

6

Staying On Track

The final week is about maintenance. Quarterly reviews, adjusting for life changes, knowing when to ask for help. Financial health is an ongoing thing.

Next Program Starts September 2025

Weekly sessions every Wednesday evening, 6:30–8:30 PM at our Bankstown location. Limited to 12 participants per cohort.

Learn From People Who've Been There

Our facilitators aren't just qualified—they've navigated their own financial journeys, made mistakes, and figured out what actually works. They bring both professional expertise and real-world empathy to every session.

Portrait of Lachlan Driscoll, financial planning facilitator

Lachlan Driscoll

Lead Facilitator

Lachlan spent his twenties drowning in credit card debt before turning things around. Now he helps others avoid the same traps. His specialty is breaking down complex financial concepts into plain English that makes sense over a coffee.

Portrait of Henrik Bergström, savings strategy coach

Henrik Bergström

Savings Strategist

Henrik migrated to Australia in 2018 with limited resources and built financial security from scratch. He understands what it's like to start over and knows every Sydney-specific challenge from rental markets to cost of living.

Portrait of Siobhan Kearney, financial goal setting advisor

Siobhan Kearney

Goal Setting Advisor

After 15 years in corporate finance, Siobhan shifted to education because she saw too many people paralyzed by money stress. Her approach blends behavioral psychology with practical tools that meet people where they are.

Investment in Your Future

Transparent pricing. No hidden fees. Pay upfront or spread the cost—both options include full access to materials and ongoing community support.

Standard Program

$680

Full six-week course

  • 12 hours of live group sessions
  • Comprehensive goal-setting workbook
  • Access to budgeting templates and tools
  • Private online community forum
  • Email support between sessions
  • Three months post-program check-ins
Reserve Your Spot
Most Flexible

Payment Plan

$240

Three monthly payments

  • Everything in Standard Program
  • Spread cost over three months
  • First payment due at enrollment
  • No interest or processing fees
  • Same full access and support
  • Flexible if circumstances change
Get Started

Limited scholarships available for those experiencing financial hardship. Contact us directly to discuss options. All program materials remain accessible for 12 months after completion.