Financial Planning Events That Actually Matter
We run workshops throughout the year because budgeting spans multiple years and your questions change as circumstances do. These aren't sales pitches. They're practical sessions where you can ask real questions about long-term financial planning.
Ask About Next Session
What's Coming Up
Most of our workshops happen in the second half of the year. That timing works better for people reviewing their annual budgets and thinking about the next two to three years.
Budget Foundations Workshop
Three-hour session covering how to structure a realistic multi-year budget. We walk through income projection, expense categorization, and building in flexibility for unexpected changes. Bring your laptop if you want to work on your own numbers.
Dealing With Variable Income
For freelancers, contractors, or anyone whose income changes month to month. This one focuses on smoothing out cash flow and planning ahead when you can't predict exactly what's coming in. Real examples from attendees usually drive the discussion.
Long-Term Savings Strategy
How to actually set aside money when you're planning three to five years out. We look at different approaches depending on your goals and risk tolerance. No investment advice—just practical ways to think about allocating funds over time.
Year-End Budget Review
Looking back at what worked and what didn't in your financial planning. Small group session where we compare projected versus actual spending and adjust plans for the coming year. Honest conversation about where budgets go wrong.
Why People Keep Coming Back
Our workshops aren't about selling you anything. They're about giving you tools that work in real life and connecting you with others who are figuring out the same things.
Small Group Format
We cap attendance at 18 people because larger groups make it harder to ask specific questions. This size lets everyone participate without feeling like they're holding things up.
Practical Examples
Every concept gets tested with real numbers. We don't talk about theory—we work through actual scenarios using spreadsheets and tools you can take with you.
Follow-Up Access
After each workshop, you can email questions for three months. Most people run into issues when they try applying things on their own, and that support window helps.
No Sales Pitch
We don't offer ongoing financial management services, so there's nothing to upsell. The workshop fee covers everything, and that's it.
Updated Content
Tax rules and regulations change. We update materials before each session to reflect current Australian financial standards and requirements.
Real Peer Learning
Half the value comes from hearing how others approach the same challenges. The group discussion often surfaces solutions none of us would have thought of alone.
"I'd tried budgeting apps and spreadsheets before, but they never stuck. The workshop helped me understand why my previous attempts failed and what to actually track. Three months later, I'm still using the system."
What We Covered Recently
Our last few sessions focused on specific challenges people were facing. Topics shift based on what's actually causing trouble for attendees.
Recent Session Topics
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Emergency Fund Reality Check
Most advice says six months of expenses, but that doesn't work for everyone. We looked at different approaches based on actual risk factors.
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Handling Irregular Expenses
Car repairs, annual insurance, holiday spending. The costs that wreck monthly budgets even when you know they're coming.
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Budget Adjustments Mid-Year
What to do when your initial plan isn't working. How to revise without starting from scratch or giving up entirely.
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Shared Finances Discussion
Partners, housemates, or family members sharing costs. How to track contributions and handle different spending habits without constant friction.