Learn From Financial Masters

Our carefully selected instructors bring decades of real-world experience to guide your financial journey through personalized mentorship and proven methodologies.

Meet Your Financial Guides

Each instructor brings unique expertise from different sectors of the financial world. You're not just learning theory – you're gaining insights from professionals who've navigated market volatility, helped families achieve stability, and built sustainable wealth strategies.

Caldwell Montenegro, Senior Financial Strategist

Caldwell Montenegro

Former investment banker turned educator, specializing in risk assessment and portfolio diversification strategies for everyday investors.

Birgitta Vang, Budget Optimization Expert

Birgitta Vang

Certified financial planner with 15 years helping Australian families master weekly budgeting and eliminate debt through systematic approaches.

850+ Students Mentored Since 2020

Our Teaching Philosophy

We believe financial education works best when it's practical, personalized, and grounded in real-world application rather than abstract concepts.

Hands-On Learning

Work with your actual financial data, not hypothetical scenarios. Our instructors guide you through building budgets using your real income, expenses, and goals.

Personalized Guidance

Every student receives individual attention. Your instructor adapts teaching methods to match your learning style and current financial situation.

Iterative Improvement

Financial mastery comes through practice. We focus on continuous refinement of your budgeting system based on real results and changing circumstances.

Start Learning in September 2025

Your Learning Journey

Our structured approach ensures you build competence progressively while receiving personalized support at every stage.

Foundation Phase

Assessment & Goal Setting

Your instructor conducts a comprehensive review of your current financial habits and helps establish realistic, measurable objectives for your budgeting system.

Financial Health Check Custom Goal Framework Learning Style Assessment
Development Phase

System Building & Implementation

Work alongside your instructor to design and test your personalized weekly budgeting system, making adjustments based on real-world performance and changing needs.

Weekly Check-ins Budget Optimization Habit Formation
Mastery Phase

Advanced Strategies & Mentorship

Graduate to complex financial planning concepts while maintaining regular mentorship sessions to ensure continued growth and adaptation to life changes.

Advanced Planning Ongoing Support Peer Collaboration

"The best financial education happens when students see immediate results from what they're learning. That's why we focus on practical application from day one rather than spending weeks on theory."

Delphine Ashworth, Lead Program Coordinator

Delphine Ashworth

Lead Program Coordinator