Financial Goal Setting Workshop Series
Hands-on learning for Australians who want practical money skills. No jargon. No shortcuts. Just real strategies that work when life gets complicated.
Next series begins September 2025
Build Skills That Actually Stick
Look, most people don't fail at money because they're bad with numbers. They struggle because nobody taught them how to make decisions when everything feels urgent.
We run these workshops differently. You'll work through real scenarios—budgeting with irregular income, dealing with unexpected expenses, figuring out what actually matters when you're pulled in ten directions.
- Create flexible budgets that survive real life (not just spreadsheet life)
- Set goals you can track without turning into a productivity robot
- Handle financial conversations that make most people squirm
- Spot emotional spending patterns before they derail everything
- Build habits that don't require superhuman willpower
Who You'll Learn From
People who've been in the trenches and know what works outside textbooks
Callum Wheatley
Senior Financial Coach
Spent fifteen years helping small business owners in regional Queensland navigate money stress. Now teaches workshops because he got tired of seeing the same mistakes.
Freya Lindstrom
Behavioural Finance Specialist
Used to work in banking until she realized most people don't need complicated products—they need better decision-making frameworks. Changed careers in 2018.
Sienna Attwood
Workshop Facilitator
Came to financial coaching through community work. Good at making uncomfortable topics feel manageable. Runs most of our group sessions.
Rhiannon Calloway
Goal-Setting Coach
Psychology background. Focuses on why people abandon perfectly good plans. Her sessions get weirdly honest—in a helpful way.
How It Works
Six workshops spread over three months. Each session builds on the last, but you can join wherever makes sense for your situation.
Week 1 - September 2025
Getting Clear on What Matters
Before you can set good goals, you need to know what you actually care about. We'll work through some exercises that help separate real priorities from things you think you should want.
Week 3 - September 2025
Building Budgets That Bend
Fixed budgets break when life gets messy. You'll learn how to create spending plans that adjust without falling apart completely. Real examples from real people.
Week 5 - October 2025
Handling Money Conversations
Talking about money with partners, family, or even yourself feels awkward. We'll practice scripts and frameworks that make these conversations less painful.
Week 7 - October 2025
Spotting Your Patterns
Everyone has money triggers. Maybe you overspend when stressed, or avoid checking accounts when things get tight. Understanding your patterns means you can work around them.
Week 9 - November 2025
Creating Sustainable Habits
Big changes rarely stick. Small ones do. We'll break down how to build financial routines that don't require constant motivation or discipline.
Week 11 - November 2025
Staying on Track
The final session covers what to do when things go sideways. Because they will. You'll leave with strategies for getting back on course without the shame spiral.
Ready to Start?
Spaces are limited to keep sessions practical and interactive. Get in touch if you're interested in the September series or want more details.
Contact Us About Workshops