Build Your Financial Roadmap Step by Step
You know where you want to be financially, but the path there feels unclear. We help you break down big goals into manageable steps that actually fit your life. Starting September 2025, learn how to set goals that stick and track progress that matters.
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Your Learning Path
Not everyone starts from the same place. Our programs adapt to where you are right now and guide you through three progressive stages.
Foundation Phase
Start with the basics of goal clarity. Learn to identify what you actually want versus what you think you should want. Work through exercises that help you prioritize competing financial objectives.
Planning Phase
Break down those big goals into quarterly milestones. You'll build a realistic timeline that accounts for life's interruptions and unexpected expenses. Most people spend about eight weeks in this phase.
Implementation Phase
Put your plan into action with tracking systems that don't require daily attention. Learn to adjust course when circumstances change without abandoning your goals entirely.
Which Path Makes Sense for You?
Never set financial goals before?
Begin with our foundation module. It walks you through the fundamentals without assuming prior knowledge. You'll spend four weeks building a framework that actually matches your situation.
Have goals but can't stick to them?
Jump into the planning phase where we focus on sustainable systems. The issue usually isn't motivation but structure. We help you design accountability that works for your personality.
Already planning but need better tracking?
The implementation module gives you practical tools for monitoring progress without spreadsheet overwhelm. Learn to spot warning signs early and make adjustments before small issues become big problems.
Working with a partner or family?
Our shared goal module addresses the unique challenges of coordinating financial objectives with others. Communication frameworks help navigate different priorities and risk tolerances.
Track What Actually Matters
Forget complicated financial software. We teach simple assessment methods that take minutes each week but give you clear visibility into whether you're on track.
Monthly Check-Ins
Quick assessments that show if you're trending toward your targets. No judgment, just data that helps you make informed adjustments.
Quarterly Reviews
Deeper analysis sessions where you evaluate what's working and what needs revision. Life changes and your plan should too.
Annual Planning
Set new targets based on progress and changing priorities. Build on successes and learn from setbacks without starting over from scratch.
Who You'll Learn From
Our instructors come from years of working directly with people on financial planning. They've seen what works in real life, not just in textbooks.
Callum Lethbridge
Lead Instructor
Spent twelve years helping clients navigate financial decisions. Now focuses on teaching sustainable goal-setting methods that accommodate real-world complications.
Henrik Torvik
Behavioral Finance Specialist
Researches why people struggle with financial goals despite good intentions. Designs accountability systems based on behavioral patterns rather than willpower.
What Happens Next
Programs run in cohorts starting September 2025. Registration opens in June, and spots typically fill within the first two weeks. If you're considering joining, reach out now to get details about curriculum, schedule options, and what preparation you might want to do beforehand.
We're based in Garbutt and work primarily with Australian learners, though our online format accommodates different time zones. Most participants spend six to nine months completing a full learning path, depending on which modules they need.
Learn About Our Approach