Financial Education Made Simple
Two certified financial planners who got tired of the industry's obsession with complicated jargon and decided to do something about it. We've spent the last decade helping everyday Australians figure out where their money actually goes.
Started in a Sydney coffee shop in 2019. Still drink too much coffee.
Co-founder & Planning Lead
Spent eight years at a major bank before realizing most people just need someone to explain budgeting without the sales pitch. Has a knack for spotting spending patterns you didn't know you had. Outside work, she's probably cycling around Centennial Park or attempting sourdough.
Co-founder & Education Director
Former high school economics teacher who transitioned into financial planning because teenagers asked better questions than most adults. Believes budgeting should be taught like cooking—practical, hands-on, and without unnecessary complexity. Runs weekend workshops in Newcastle when she's not building course content.
Most financial advice treats everyone like they're preparing for retirement at 65. That's not realistic anymore. We start with where you are right now—not where some textbook says you should be.
We don't earn commissions. Your budget plan won't mysteriously include products we happen to sell.
If we catch ourselves using terms like "liquidity optimization," someone buys lunch for the team.
Case studies based on actual client situations, not theoretical models that assume perfect behavior.
Our autumn 2025 program launches in March with modules you can complete around shift work, parenting, or whatever else fills your week. Progress tracking that doesn't feel like homework.
Monthly virtual meetups where you can compare notes with others figuring out similar challenges. No awkward icebreakers, just practical conversation.
Budget templates that work with Australian banking apps. Tracking sheets that don't require a degree in Excel. Resources designed for people who have better things to do than manual data entry.
Our next intake opens in March 2025. If you're curious about whether this approach might work for you, reach out. We're happy to answer questions before you commit to anything.
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