Financial Planning Courses Starting June 2025
Build practical skills that actually matter
We're running our next round of intensive courses mid-year. These aren't about theory or quick fixes—they're about real-world financial planning that works for Australian conditions and actual business realities.
What's Coming Up
All courses run over eight weeks with a mix of live sessions and practical work. You'll walk away with frameworks you can use immediately.
Cash Flow Foundations
Most businesses don't fail because of bad ideas. They fail because they run out of money. This course teaches you how to forecast, manage, and protect your cash position—without drowning in spreadsheets.
- Weekly forecasting methods that take 20 minutes
- Understanding seasonal patterns in your revenue
- Setting up buffers that actually work
- Spotting problems three months before they hit
Smart Tax Planning
Tax doesn't have to be a last-minute scramble before June 30. Learn how to structure your business finances so tax planning happens throughout the year—and you keep more of what you earn.
- Making sense of deductions that apply to you
- Timing income and expenses strategically
- Working effectively with your accountant
- Quarterly review systems that save headaches
Strategic Financial Planning
Once you've got the basics sorted, this is where things get interesting. We'll work through longer-term planning: growth scenarios, investment decisions, and building financial resilience for whatever comes next.
- Three-year planning frameworks that adapt
- Evaluating growth opportunities with real numbers
- Building financial models for decision-making
- Risk management that's practical, not paranoid
Who's Teaching
All three instructors work with Australian businesses day-to-day. They bring current experience, not outdated theory.
Anneke Lindstrom
Cash Flow Specialist
Anneke spent twelve years fixing broken financial systems in small businesses. She teaches the Cash Flow Foundations course and knows every mistake you can make because she's seen them all.
Siobhan Connolly
Tax Strategy Advisor
Siobhan makes tax planning less painful. After fifteen years navigating ATO requirements for businesses across Sydney and Melbourne, she's got the shortcuts and the warnings you actually need.
Eleni Vasilakis
Strategic Planning Lead
Eleni runs our strategic planning course and works with businesses thinking about their next three to five years. She's practical about growth and realistic about what can go wrong.
How These Courses Actually Work
We keep group sizes small—usually 12 to 15 people. That means you get proper feedback on your specific situation, not generic advice.
-
Live Sessions With Real Discussion
Every week we meet online for two hours. Half teaching, half working through problems together. People share what's happening in their businesses and we figure out solutions as a group.
-
Work Between Sessions
You'll apply what we cover to your actual business numbers. Some people spend an hour a week on this, some spend three. It depends what you're working through.
-
Templates and Frameworks You Keep
Everything we use—spreadsheets, checklists, planning documents—is yours to keep and modify. We're not hiding anything behind ongoing subscriptions.
-
Access After The Course Ends
All recordings and materials stay available. And if you want to sit in on the same course again later, that's included at no extra cost.
Registration Opens April 2025
We'll send details about dates, course fees, and what to expect when registration opens in a couple of months.
If you've got questions now about whether these courses suit your situation, get in touch. We're happy to have a quick conversation about what might work.