Learning Resources That Actually Work
Look, financial literacy isn't something you pick up overnight. We've spent years building a collection of materials that break down complex topics into something you can actually use. No fluff or theoretical nonsense—just practical guides, real examples, and tools that make sense for everyday Australians trying to get their finances sorted.
These resources complement our structured programs, but they're also valuable on their own. Whether you're preparing for upcoming courses starting in September 2025 or just want to strengthen your understanding right now, everything here is designed to meet you where you are.
Materials updated regularly throughout 2025 to reflect current market conditions
Core Learning Materials
We've organized everything by topic and skill level. Start wherever makes sense for you, and the materials will guide you through progressively. Each resource includes practical exercises you can apply immediately.
Foundational Budgeting Guides
These aren't your typical budgeting templates. We've developed frameworks that actually account for irregular income, unexpected expenses, and the reality that life doesn't follow a spreadsheet. Includes real household examples from different income brackets.
You'll find monthly tracking systems, quarterly review templates, and adjustment strategies for when things go sideways—because they will.
Investment Strategy Workbooks
Investing feels intimidating because most resources assume you already know the basics. Ours start from square one—explaining asset classes, risk tolerance, and diversification in plain language. Then we walk through building portfolios that match your actual goals, not some generic retirement timeline.
Updated quarterly to reflect 2025 market conditions and regulatory changes specific to Australian investors.
Advanced Security Planning
This covers the stuff most people avoid until it's too late—emergency funds, insurance gaps, estate considerations, and protecting your assets when circumstances change. Written for people who've got the basics down and want to build proper financial resilience.
Includes scenario planning tools and checklists developed from working with hundreds of Australian families over the past decade.
Digital Resource Library Access
- Video walkthroughs breaking down complex topics into 10-15 minute segments you can watch during lunch breaks
- Downloadable calculators for debt repayment, investment projections, and retirement planning that actually work on mobile devices
- Monthly market briefings explaining what's happening in Australian financial markets and what it means for regular investors
- Q&A archive searchable by topic, with responses from certified financial educators addressing real questions from past participants
- Interactive quizzes that help you identify knowledge gaps and recommend specific resources to fill them
Meet Your Resource Contributors
These materials aren't created by content writers copying information from other websites. They come from educators who've spent years working directly with people building financial security—and they're still actively teaching.
Dr. Sienna Hartwell
Investment Education Specialist
Sienna develops our investment curriculum and creates the strategy workbooks. She spent fifteen years as a portfolio manager before transitioning to education in 2018. Her materials focus on helping people understand risk in practical terms rather than academic theory. She's particularly good at explaining why diversification matters using real market examples from 2020-2025.
Marlow Jenssen
Financial Security Advisor
Marlow creates the budgeting frameworks and security planning resources. After working in financial counseling for a decade, she noticed most people struggled with traditional budgeting approaches that didn't account for irregular income or unexpected expenses. Her materials reflect that reality and include adjustment strategies most resources ignore. She teaches our advanced security planning workshops starting October 2025.
Getting Started With Materials
You don't need to enroll in a formal program to access these resources, though they're designed to complement our structured courses. Here's how to make the most of what's available, whether you're self-studying or preparing for upcoming programs.
Browse the Library
Start with the foundational materials and move to advanced resources as topics become clearer. Everything's organized by difficulty and topic area.
Download What You Need
Take the templates, calculators, and guides. Use them at your own pace. No tracking or artificial deadlines—learn when it works for you.
Join Structured Programs
When you're ready for guided learning with instructor support, our next cohort begins September 2025. Materials provide a solid foundation before starting.