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Budget Like a Pro, Build Like an Entrepreneur

Stop wondering where your money goes. Learn the financial planning methods that successful Australian entrepreneurs actually use — not the generic advice everyone else teaches.

Explore Our Programs

Choose Your Learning Path

Different entrepreneurs need different approaches. We've designed three distinct programs to match where you are in your business journey.

Foundation Track

  • Cash flow basics
  • Personal vs business finances
  • Simple budgeting tools
  • Monthly group sessions
  • 6-month commitment

Growth Accelerator

  • Advanced forecasting methods
  • Investment planning strategies
  • Tax optimization techniques
  • Bi-weekly mentoring calls
  • 9-month intensive program

Scale & Exit

  • Multi-entity structures
  • Acquisition financing
  • Exit strategy planning
  • Weekly strategy sessions
  • 12-month comprehensive

Your Financial Education Journey

1

Assessment & Goal Setting

We start by understanding your current financial situation and business goals. No judgment, just honest assessment of where you are and where you want to be.

2

Core Systems Implementation

Learn to set up the essential financial tracking systems that will serve your business for years. We focus on sustainable practices, not complicated spreadsheets.

3

Strategic Planning Skills

Develop the ability to make informed financial decisions under pressure. Practice scenario planning and learn when to be conservative versus when to invest aggressively.

4

Advanced Growth Techniques

Master the financial strategies that separate successful entrepreneurs from those who stay small. Learn about leverage, timing, and the psychology of money decisions.

Questions We Get Asked

How is this different from generic financial courses?
Most financial education focuses on personal budgeting or corporate finance. We specifically address the unique challenges of Australian entrepreneurs — irregular income, business vs personal expenses, and the cash flow realities of growing a business.
What if I'm already working with an accountant?
Great! This complements professional accounting services. We teach you to understand and manage your finances day-to-day, so you can have more productive conversations with your accountant and make better decisions between meetings.
How much time does this actually require?
Plan for 2-3 hours per week of active learning and implementation. This includes live sessions, reviewing materials, and practicing the systems we teach. Most participants find they save more time than they invest within the first month.
Can I start if my finances are currently a mess?
Absolutely. That's exactly why we created these programs. We've worked with entrepreneurs who had shoeboxes full of receipts and others who couldn't separate business from personal expenses. Everyone starts somewhere.

Meet Your Instructors

Real entrepreneurs who've built, scaled, and exited businesses. They teach from experience, not theory.

Zelda Hartwell

Financial Systems Specialist

Built three service businesses in Melbourne before focusing on financial education. Zelda specializes in helping entrepreneurs create sustainable budgeting systems that actually work in the real world.

Caspian Rhodes

Growth Strategy Advisor

Former investment banker turned serial entrepreneur. Caspian focuses on the financial planning aspects of scaling businesses, including cash flow management during rapid growth phases.