Financial Milestone Learning Hub
Real strategies. Actual experience. No fluff.
We've spent years helping people get their finances sorted—not through magic formulas or overnight miracles, but through practical steps that actually work. This program shares what we've learned from working with hundreds of Australians navigating their money milestones.
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How This Actually Works
Look, most financial education is either too simple or drowning in jargon. We built this differently. You'll get practical frameworks that adapt to real life—because your situation isn't static, and cookie-cutter advice rarely helps.
Each module walks through common scenarios we've seen clients handle: buying property, managing career transitions, planning for family changes. The kind of stuff that keeps you up at night. We break down the decisions into manageable pieces.
Learn more about our method →What You'll Cover
Six modules that build on each other. Start wherever makes sense for your situation—though we recommend going in order if you're new to milestone planning.
Foundation Reset
Understanding where you actually are financially. Most people skip this step and regret it later. We'll map out your real position—assets, obligations, cash flow patterns.
Major Purchase Planning
Property, vehicles, education costs. How to evaluate big financial decisions without the paralysis. Includes comparison frameworks and timing considerations specific to Australian markets.
Career Transition Buffer
Building financial flexibility for job changes, industry shifts, or entrepreneurial moves. How much runway you actually need and where to find it.
Family Financial Shifts
Marriage, kids, eldercare—the life events that reshape your entire financial picture. Practical strategies for adapting your approach when household dynamics change.
Risk Management Reality
Insurance, emergency funds, and protection strategies that make sense for your situation. No scare tactics—just honest assessment of what coverage matters.
Long-Term Positioning
Retirement feels distant until it isn't. Building a sustainable approach to future planning without sacrificing everything today. Superannuation optimization included.
Weeks of Content
Practical Exercises
Case Studies
Expert Instructors
Who's Teaching This
Our instructors come from years of actual client work. They've seen what works and what doesn't—and more importantly, they can explain why.
Alaric Jenssen
Lead Financial Educator
Spent 14 years working directly with clients before developing this curriculum. Alaric specializes in translating complex financial concepts into decisions people can actually make. He's obsessed with clarity.
Declan Korhonen
Property Planning Specialist
Guides the Major Purchase module. Declan worked in mortgage advisory for 9 years and knows every trap first-time buyers fall into. His explanations cut through bank marketing nicely.
Siobhan Vossler
Transition Strategy Advisor
Teaches Career Transition and Family Shifts modules. Siobhan's background spans HR, financial planning, and three major career pivots of her own. She gets the human side of money decisions.
Next Program Starts September 2025
We run this twice yearly to keep groups manageable. The autumn cohort begins September 8th and runs through mid-December. Winter intake starts in late January 2026.
Classes meet online Tuesday evenings (7-9pm AEST) with recorded sessions available. You'll also get access to our planning tools and worksheets.
Application deadline: August 15, 2025
Program duration: 18 weeks
Format: Live online + self-paced materials
