Budget Preparation That Actually Works for Your Life

Most people struggle with budgets because they follow rigid templates. We teach you to build a financial system that responds to how you actually live and spend. Starting September 2025.

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Financial planning workspace with laptop and budget worksheets

Building Skills That Stick Beyond the Classroom

We don't just hand you spreadsheet templates and call it done. You'll spend time analyzing real spending patterns, identifying personal triggers, and creating systems that work when life gets messy.

The program runs over eight months because sustainable financial habits can't be rushed. You'll work through seasonal expenses, unexpected costs, and the psychological side of money decisions.

  • Track and categorize actual expenses without judgment or shame
  • Build flexible budget frameworks that adapt to income fluctuations
  • Develop strategies for managing irregular bills and annual costs
  • Create accountability systems that don't require perfect discipline
  • Learn to adjust budgets when plans inevitably change

A Format That Fits Real Schedules

You're managing work, family, and everything else. Our program structure reflects that reality with options that actually work for busy adults.

Fortnightly Sessions

Two-hour workshops every second Thursday evening. Time between sessions lets you test strategies with your own finances before moving forward.

Self-Paced Modules

Access recorded content and workbooks on your schedule. Complete assignments when it suits you, with monthly check-ins for guidance.

Small Group Support

Join a cohort of six to eight people working through similar challenges. Share insights, ask questions, and stay motivated together.

One-on-One Reviews

Three individual sessions with an instructor to address your specific situation. Get personalized feedback on your budget approach.

Learning From People Who've Done This Work

Our instructors have spent years helping individuals and families reshape their financial habits. They understand that money management is as much about psychology as it is about numbers.

Instructor portrait

Callum Driscoll

Financial Educator

Spent twelve years as a financial counselor before moving into education. Specializes in helping people rebuild after financial setbacks and create realistic recovery plans.

Instructor portrait

Fraser Lindström

Budget Systems Designer

Develops practical tools for tracking and managing irregular income. Works primarily with freelancers and small business owners navigating unpredictable cash flow.

What You'll Work Through Over Eight Months

Each phase builds on the previous one, giving you time to implement changes before adding complexity.

September - October 2025

Foundation and Current Reality

Start by mapping where your money actually goes. No assumptions, just data. Learn tracking methods that don't require daily spreadsheet updates.

November - December 2025

Budget Framework Development

Build your first flexible budget using real spending patterns. Test it through the holiday season when expenses tend to spike.

January - February 2026

Irregular Expenses and Annual Costs

Create systems for managing expenses that don't hit monthly. Learn to smooth out insurance premiums, registrations, and other lumpy costs.

March - April 2026

Adjustment and Refinement

Review what's working and what isn't. Make strategic changes based on several months of real experience with your system.

Ready to Build a Budget That Actually Fits Your Life?

Applications for our September 2025 cohort open in June. Limited to 24 participants to ensure everyone gets personalized attention.

Learn What to Expect