Learn from Financial Planning Veterans
Our comprehensive program brings together three industry experts who've spent decades helping Australians build better financial habits. Each instructor brings unique perspectives from corporate finance, personal wealth management, and behavioral economics.
Meet Your Expert Instructors
Three seasoned professionals who combine decades of real-world experience with proven teaching methods. Each brings their own specialty to create a well-rounded educational experience.
Caspian Thorpe
Senior Financial Advisor
After 15 years managing portfolios for high-net-worth clients, Caspian shifted his focus to education in 2023. He specializes in breaking down complex investment concepts into practical, everyday language. His weekend workshops in Sydney regularly sell out.
Dashiell Winters
Behavioral Finance Expert
Dashiell combines psychology with finance, having worked with over 500 families to overcome spending challenges. His research on Australian spending patterns was featured in the Financial Review. He believes understanding your money mindset is half the battle.
Seraphina Knox
Small Business Finance Specialist
Seraphina spent eight years as a corporate treasurer before launching her consulting practice in 2020. She's helped over 200 small businesses in Adelaide streamline their finances. Her practical approach focuses on systems that actually work in busy lives.
Our Teaching Philosophy
We've learned that financial education works best when it's personal, practical, and paced properly. Our three-phase approach has helped over 800 participants build lasting money management skills since 2020.
Discover Your Money Patterns
Week one focuses on understanding your current relationship with money. Through guided exercises and group discussions, you'll identify spending triggers and financial blind spots that have been holding you back.
Build Custom Systems
Weeks two through six involve creating personalized budgeting and tracking systems. Each participant develops tools that fit their lifestyle, income level, and financial goals. No cookie-cutter solutions here.
Practice with Support
The final four weeks focus on implementing your new systems with ongoing instructor guidance. Weekly check-ins help troubleshoot challenges and celebrate progress as new habits take root.